What we back.
We invest in founders building durable businesses in the physical and digital worlds. Our perspective is shaped by operating real businesses, not by managing a fund — that means we underwrite problems, not narratives.
- stage
- pre-seed / seed
- check
- $50K — $10M
- geo
- united states
- decision
- 14 days
- 01
Applied AI for traditional industries
AI that gets adopted in markets that don't read tech press — trades, real estate, agriculture, legal. We like wedges that ride a workflow no one else wants to go near.
- 02
Vertical SaaS & operating systems for physical work
Tooling for the people who build, repair, and move things. Fragmented buyers, deep workflows, durable retention.
- 03
Real estate & agriculture tech
Markets we operate in. We can underwrite them — not theoretically, but from first-hand P&L scars.
- 04
Tools for cognition
Hardware, software, and protocols at the edge of what we know about attention, memory, and learning.
- Founders with a non-obvious insight into the market they’re attacking, ideally earned by operating in it.
- Companies where the moat compounds — distribution, regulation, trust, network effects, or hard-won data.
- Teams who write a clear two-paragraph email instead of a twelve-page deck. We can read decks. We prefer clarity.
We won’t be the right partner for these. Saying so up front saves both sides time.
- Crypto and digital assets
- Consumer social & creator economy
- Thin wrappers on public LLMs
- Late-stage growth and pre-IPO
- Ad-supported media
- Anything we don’t understand
Sound like a fit?
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