Venture Capital
We back companies early and stay through what comes next.
We invest at the point where a business model is proven but not yet built out, and we work alongside founders through the rounds that follow.
Focus Areas
Where we focus.
Artificial Intelligence
We back founders building AI-native products: companies designed around what models can do, not retrofitted to it.
Fintech
We back teams building payments, lending, and financial infrastructure: businesses that sit in the flow of money.
SaaS
We back software a business runs on rather than tries out: systems of record and workflow tools with durable revenue.
Consumer
We back teams putting intelligence into everyday products and services, changing how people discover, decide, and buy.
Hardware
Robots, devices, and the machines bringing software's pace of progress into the physical world.
Infrastructure
The compute, data, and developer platforms that AI applications are built on.
We are an AI-native firm backing AI-native companies: teams building what the last generation of software could not.
01
Artificial Intelligence
Teams applying machine learning to work still done by hand, where the data exists and the gain can be measured.
02
Fintech
Payments, lending, and infrastructure businesses that sit close to how money actually moves.
03
SaaS
Software a business runs on rather than tries out: durable revenue, low churn, a clear path to expansion.
The Process
What working with us looks like.
01
The first meeting
We read every deck that reaches us and give direct feedback fast. If it is not a fit, you will know why.
02
Conviction, quickly
Diligence measured in weeks, clear terms, and a decision we stand behind. No slow-rolling to keep options open.
03
After the wire
Model strategy, first hires, pricing, go-to-market: we do the unglamorous work alongside you.
04
Through the rounds
We follow on with conviction and put you in front of the right later-stage investors when the time comes.
News & Insights
Venture Capital coverage from the firm.
2026 Mid-Year Outlook
Investment Strategy
June 30, 2026
What We Look For in an Early-Stage Team
Investment Strategy
April 28, 2026
Where AI Creates Durable Moats
Investment Strategy
March 18, 2026
Underwriting AI-Native Startups
Investment Strategy
February 11, 2026