This week on the Capital Allocator Series of the podcast, Matt sits down with Sean Koffel, co-founder and managing partner of Watchfire Ventures to discuss their approach to venture capital that is focused on asymmetric outliers, or sturdy underlying businesses that present an intermediate path to cashflow positivity or profitability. They focus specifically on company formation to series A opportunities for funding in four verticals: consumer infrastructure software (aka any software that powers how you buy or sell things online), consumer 4.0 products, industrial commerce modernization, and adjacent tech enabled services businesses. Sean continues in the episode to share what he looks for in companies that they are looking to invest in, especially in early stage ventures and Matt and he discuss the growing entrepreneurial ecosystem in Northwest Arkansas. They finish the discussion with a focus on consumer infrastructure software and the intersection of the consumerism and industrial industries.