The Compass Loop™: Investing Where the Signal Lives
The future of venture capital won’t be found in the frenzy, it will be built in the Great 38™, where innovation meets endurance.
Every venture cycle reaches a point when the noise peaks — when capital floods the same categories, buzzwords replace fundamentals, and “new” gets mistaken for “better.” We’re there again.
At DVRGNT Ventures, we’ve experienced every stage of company-building — from concept to scale, from operating inside industry leaders to funding the next generation. That full-stack perspective helps us recognize what truly endures.
Our thesis is simple: durability is the new disruption.
Why Now: The Return of the Real Economy
Over the past decade, venture capital has over-indexed on novelty. AI, crypto, Web3 — each wave drove innovation but also short-term thinking.
The next era of outperformance will come not from hype, but from solving persistent, non-optional problems in the real economy.
That’s the opportunity inside The Great 38™ — the 38 states that feed, power, manufacture, and connect America. Here, founders aren’t chasing the next pivot; they’re rebuilding the operating systems of everyday life.
They’re building innovation that functions like infrastructure — durable, essential, and quietly transformative. That’s where we invest.
Our Four Pillars of Durable Innovation
1. Workflow Is Destiny
The most successful products become invisible — they don’t announce themselves; they make everything else work better. We invest in technologies that optimize essential workflows across logistics, finance, diagnostics, and data infrastructure.
Our portfolio company Precision Epigenomics embodies this approach — using genomic data to make preventative medicine more precise, practical, and affordable for regional healthcare systems.
2. Wellness as Economic Infrastructure
The next generation of competitive advantage won’t come from harder work — it will come from healthier people. We back founders building products that strengthen performance and longevity at every level of the economy.
Our investment in Rejuvenation, a functional beverage brand focused on cellular health and recovery, represents this belief: wellness isn’t a luxury — it’s an engine of sustainable productivity.
3. Resilience for a Changing Climate
Volatility defines this decade. Supply chains, agriculture, and energy are all being stress-tested by climate. We fund founders who turn that volatility into an advantage — designing materials, analytics, and operational tools that help communities adapt and endure.
4. Technology That Travels
The future of work is hybrid, borderless, and context-fluid. We invest in platforms that perform in a Fortune 500 boardroom or a remote home office — technologies that scale from SMB to enterprise, from Tulsa to Tokyo.
Introducing The Compass Loop™
Our framework for identifying and supporting exceptional companies is called The Compass Loop™ — how we translate decades of operating experience into disciplined, repeatable investment insight.
The Compass represents directional clarity — knowing where value is moving next.
The Loop reflects iteration — learning, refining, and compounding insight through every partnership.
In practice, The Compass Loop™ means we ask four core questions of every company we back:
Does it multiply value?
Does it thrive in The Great 38™?
Can the founders execute with discipline?
Can we amplify measurable impact through partnership?
We don’t just fund founders — we co-build with them. Because when you’ve been an operator, every investment is a product: it must solve a real problem, scale sustainably, and deliver enduring utility.
The Opportunity Ahead
America’s next great companies won’t emerge from novelty — they’ll emerge from necessity.
They’ll be built by founders modernizing healthcare in Memphis, strengthening agriculture in Iowa, and scaling hybrid software from Kansas City to Kigali.
That’s the power of The Great 38™ — pragmatic innovation with global consequence.
At DVRGNT Ventures, our role is to amplify that potential — with capital, partnership, and conviction.
Because the future won’t be built by those chasing the spotlight — it will be built by those following The Compass Loop™.
We’d love for you to join the conversation:
For Investors:
What products have you seen gain unexpected momentum because of their cultural cachet, maybe even through a surprising media alignment?
For Founders:
Are you building a product with inherent cachet that’s ready to capture the imagination of tastemakers, especially from the Great 38? We want to hear from you.
Apply at the link below to learn more about our founder-first approach.