We invest in infrastructure companies.
The compute, data, and developer platforms that AI applications are built on.
Every AI application stands on infrastructure someone else built. We back the builders.
01
What we back
Developer platforms, data infrastructure, and observability tools that engineers adopt before procurement notices.
02
What matters
Developer love, usage-based economics, and a wedge that widens as AI workloads grow.
03
How we help
Technical hiring, go-to-market for engineering buyers, and pricing that scales with value delivered.
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.
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.