We invest in AI companies.

We back founders building AI-native products: companies designed around what models can do, not retrofitted to it.

The durable AI companies will own a workflow, its data, and its outcome. That is what we underwrite.

Applied AI in real industries like operations, healthcare, financial services, and the trades, where outcomes are measurable.

Thin wrappers with no proprietary data, no workflow ownership, and no pricing power once models commoditize.

We are AI-native ourselves. We help with model strategy, unit economics of inference, and hiring the first ML team.

The Process

We read every deck that reaches us and give direct feedback fast. If it is not a fit, you will know why.

Diligence measured in weeks, clear terms, and a decision we stand behind. No slow-rolling to keep options open.

Model strategy, first hires, pricing, go-to-market: we do the unglamorous work alongside you.

We follow on with conviction and put you in front of the right later-stage investors when the time comes.

Building something AI-native in one of our focus areas? Send it. We respond to every serious note.

Focused exposure to early-stage AI, fintech, and software through a disciplined portfolio.