AI & Applied Intelligence
Vertical AI, agentic workflows, developer infrastructure
Investment thesis
We invest before
consensus.
We look for technology companies with a clear reason to exist, an earned insight into the customer and the potential to become globally significant.
StagePre-seed
Seed
Selective A
Seed
Selective A
01
Market
Large or rapidly expanding categories where technology can redraw the value chain.
02
Moat
Proprietary data, distribution, network effects, workflow depth or technical advantage that compounds.
03
Momentum
Evidence of customer pull, fast iteration and a team that turns learning into velocity.
04
Magnitude
A credible path from an initial wedge to a durable, venture-scale global company.
Sector perspective
Broad mandate. Specific questions.
We are generalists by design, but rigorous about the mechanics that make each category exceptional.
Fintech
Payments, financial infrastructure, embedded finance
Enterprise Software
Mission-critical SaaS and modern work systems
Climate & Energy
Decarbonization, resilient infrastructure, energy transition
Health & Bio
Care delivery, diagnostics, biotech-enabled platforms
Cybersecurity
Identity, trust, resilience and data protection
Deep Tech
Frontier computing, robotics and hard-tech breakthroughs
Future of Learning
Workforce acceleration and access to education
Investment profile
Our typical first
syndicate allocation
$25k—$100k
We often co-invest alongside professional angels and venture funds, with capacity to support companies through later rounds.
- Technology-led business
- Global or cross-border potential
- Working product in market
- Two or more committed founders
Start a conversation
See a company we should know?
We welcome direct founder applications and high-context referrals from people who know the team and market well.