We invest in consumer companies.
We back teams putting intelligence into everyday products and services, changing how people discover, decide, and buy.
The next great consumer companies will feel less like apps and more like agents working on your behalf.
01
What we back
AI-native consumer products with real engagement: things people return to daily without being reminded.
02
What matters
Organic growth, retention that survives the novelty phase, and unit economics that work without paid acquisition.
03
How we help
Positioning, monetization, and the discipline to say no to growth that does not compound.
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.
More in Venture Capital
Venture Capital Overview
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.
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.
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.