Investment Thesis
Where we focus
We invest at the intersection of artificial intelligence and industries ready for transformation.
AI Infrastructure
Foundational tools and platforms that enable the next wave of AI applications. We back the picks and shovels of the AI revolution.
Vertical AI
Purpose-built AI solutions for specific industries. Deep domain expertise combined with cutting-edge technology creates defensible moats.
AI-Enhanced Workflows
Products that fundamentally reimagine how work gets done. We seek founders who understand that AI should augment, not replace.