We invest in fintech companies.

We back teams building payments, lending, and financial infrastructure: businesses that sit in the flow of money.

The best fintech companies make money movement boring: fast, cheap, compliant, and invisible.

Infrastructure over interfaces: payments rails, underwriting engines, and compliance tooling other companies build on.

Unit economics that survive rate cycles, and distribution that does not depend on paid acquisition alone.

Intros to banks and sponsors, help with licensing strategy, and honest feedback on credit risk.

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.