Our Focus Areas
We invest at the intersection of foundational infrastructure, emerging industries, functional enablers, and disruptive business models. While we remain thesis-driven and highly selective, we believe excellence requires both a breadth of awareness and a depth of conviction.
I. Core Technology
AI, Data & Analytics, Developer Tools, Infrastructure
We invest in the primitives. The low-level capabilities that compound over time and unlock nonlinear value creation. Whether it's a next-gen model architecture, a frictionless developer experience, or a new data layer that reduces entropy across a stack—this is where leverage begins.
We believe core technologies aren't just enablers—they are multipliers. The most impactful companies often look boring at first glance: an API, a dataset, a CLI tool. But beneath that surface is a new capability for the world.
We seek the builders who abstract complexity without sacrificing control, who solve hard technical problems with elegance, and who understand that infrastructure is not a commodity—it's a competitive moat.
II. Industry Verticals
Climate, Defense, Healthcare, Legal, Fintech
Some sectors aren't just difficult—they're resistant to change. Regulation, incumbency, and mission-critical stakes create high friction, but also massive upside. We invest in vertical companies that don't just participate in an industry—they reshape it.
This requires more than just technology. It requires empathy for stakeholders, patience for cycles, and fluency in how real-world systems operate. We support founders with the domain expertise to understand where the bodies are buried—and the conviction to dig anyway.
Whether it's decarbonizing the grid, securing national infrastructure, reforming legacy legal processes, reimagining care delivery, or rebuilding financial rails—these are not just categories, they're leverage points on civilization.
III. Business Functions
Go-to-Market, Operations, Productivity, Security
Foundational tech is useless without distribution. Disruption means nothing without reliability. We invest in the infrastructure of execution—the tools, platforms, and protocols that make companies faster, sharper, and more durable.
Some of the best businesses don't reinvent the wheel—they make it spin better. We back founders improving how teams onboard, collaborate, scale, and protect themselves. We look for elegance in interfaces, efficiency in workflows, and robustness in architecture.
These are often "meta" bets: systems that make systems work. Whether it's GTM automation that increases revenue efficiency, productivity software that reclaims founder focus, or security tools that harden the modern stack—these solutions compound behind the scenes.
IV. Business Models
Consumer, Marketplace, Hardware, Crypto
How a company sells is often as important as what it sells. We invest in business models that challenge distribution assumptions, reprice value chains, and create new behaviors.
Direct-to-consumer is no longer just a playbook—it's a discipline. Marketplaces aren't just aggregators—they're allocators of trust and liquidity. Hardware, when done right, is a brand and a platform. And crypto, for all its volatility, remains one of the most powerful primitives for open, programmable value exchange.
We look for models with strong unit economics, high customer love, and natural virality—but also for those that build defensibility through network effects, physical presence, or protocol design. We don't chase trends; we back ecosystems with gravitational pull.
V. Selectivity and Cross-Pollination
Our focus areas are not silos—they're vertices in a larger topology of innovation. A marketplace may unlock climate adoption. A productivity tool may be built on custom AI models. A fintech layer may power operational resilience in healthcare.
We think across categories, but invest with precision. What ties our portfolio together is not sector—it's intention, taste, and trajectory.