HOW WE INVEST

A thesis-driven fund with an operator's instinct

We focus on six categories where AI, capital efficiency and operator expertise compound. Within them, we move with conviction and at speed.

Where we play

Six theses, refreshed every quarter — each backed by a dedicated partner and operator network.

Foundational tools for building, deploying and supervising autonomous software agents.

Fintech rails for embedded finance, cross-border payouts and B2B treasury.

Clinician copilots, diagnostics and AI-native therapeutics with regulatory tailwinds.

Software-defined energy, grid intelligence and decarbonization of heavy industry.

Brands and products with durable affinity and clear path to gross-margin economics.

Workflow OSes for logistics, hospitality and field operations across emerging markets.

How we size investments across the lifecycle of a venture.

Stage

Check size

Ownership

Our role

Pre-seed$250K – $750K5–10%Co-lead with conviction angels

Seed$1M – $4M10–20%Lead or co-lead, board observer

Series A$2M – $6MPro-rata + opportunisticFollow-on, selectively new

Opportunity$5M – $15MConcentrated betsConviction follow-ons in winners

We commit to a yes/no within 14 days of the first partner call. Founders deserve clarity.

Single-partner sponsorship can drive an investment. We don't hide behind committees.

Every deal is pressure-tested by an operator in the space. Theory meets practice.

We reserve 2–3× the initial check for follow-on. Winners get capital when they need it.

Standard NVCA-style docs, no creative structures. We win when founders win.

Our debate platform makes diligence a graph of claims and evidence — visible to the founder.