Investment Thesis
Where we believe the next decade of value is created
We invest across twelve sectors where deep technical moats, large markets, and generational founders intersect.
Artificial Intelligence
Foundation models, applied AI, and the infrastructure that powers them.
1 portfolio companiesHealthcare
Diagnostics, biotech, and care delivery built for the next century of medicine.
0 portfolio companiesClimate
Decarbonization, clean energy, and the industrial systems of a net-zero economy.
0 portfolio companiesFinTech
Infrastructure for how the world moves, manages, and multiplies capital.
0 portfolio companiesDefense
Hardware and software for national security and allied resilience.
0 portfolio companiesAgriculture
Precision farming and supply chain technology feeding a growing planet.
0 portfolio companiesInfrastructure
The physical and digital backbone underneath every modern industry.
0 portfolio companiesEnterprise Software
Tools that make the world’s companies faster, sharper, and more resilient.
0 portfolio companiesCybersecurity
Defending the systems that everything else depends on.
0 portfolio companiesRobotics
Autonomous systems moving atoms as fluidly as software moves bits.
0 portfolio companiesSpace
Launch, satellites, and the emerging off-world economy.
0 portfolio companiesQuantum Computing
Computation beyond the limits of classical hardware.
0 portfolio companiesHow We Invest
Our approach, from first meeting to board seat
Origination
We meet founders early — often before a deck exists — through our network of operators, researchers, and portfolio referrals.
Diligence
A rigorous, founder-friendly process: technical review, market mapping, and reference calls completed in days, not months.
Investment
We write the first check and often lead the round, with terms that respect founder ownership and long-term incentives.
Partnership
Our platform team supports hiring, go-to-market, and follow-on fundraising for as long as we're on the cap table.
See the thesis in action
Browse the founders and companies we've backed across every sector we invest in.