What earns our
conviction.
We partner with founders building technology-driven companies from the earliest stages. Our thesis is anchored in technical defensibility, massive market expansion, and relentless execution speed.
Stage
We primarily focus on pre-seed, seed and emerging technology businesses. We are comfortable writing the first external check or participating in early institutional rounds alongside visionary operators.
Technology
We look for businesses where software, infrastructure, AI or proprietary technology creates sustainable differentiation and durable operating leverage.
Market
We prefer markets capable of supporting substantial long-term companies, either through immense established categories ripe for disruption or nascent markets experiencing compounding tailwinds.
Founders
We partner with founders who demonstrate deep domain insight, relentless velocity, and the rare magnetism required to assemble world-class engineering and commercial talent.
Traction
We are comfortable engaging before traditional growth metrics are fully established. We prioritize authentic early signal, high user engagement, and undeniable proof of product value.
Sectors where we deploy capital.
Artificial Intelligence
Applied foundation models, vertical AI workflows, and agentic enterprise intelligence.
Cloud Infrastructure
Next-generation compute, storage, networking orchestration, and multi-cloud resilience.
SaaS
Mission-critical B2B software applications with high retention and compounding utility.
Developer Tools
Platforms that enhance engineering productivity, CI/CD, observability, and DX.
Enterprise Software
Systems of record, compliance automation, and intelligence layers for modern enterprises.
FinTech
Modern payment primitives, infrastructure rails, embedded finance, and risk intelligence.
Digital Commerce
High-scale transactional architectures, marketplace infrastructure, and commerce tooling.
Future of Work
Collaborative systems, asynchronous workflows, and workforce augmentation platforms.
Technology-Enabled Businesses
Traditional industries transformed through proprietary software and automated efficiency.
Does your company align with our thesis?
We welcome conversations with technical founders at the inception stage.
Submit Your Pitch