Thesis

We invest early in frontier technologies with asymmetric upside.

Our edge lies in backing visionary founders before the crowd, when valuations are favorable and impact is exponential. With a focus on AI, cybersecurity, SaaS, and developer tools, we make concentrated bets on outliers positioned to reshape markets.

High conviction. High potential. Built for outsized returns.

Six Verticals of Investment Focus

AI/ML

To develop an effective enterprise AI or IoT application, it is necessary to aggregate data from across thousands of enterprise information systems, suppliers, distributors, markets, products in customer use, and sensor networks, in order to provide a near-real-time view of the extended enterprise.

Web 3 laptop

WEB3

Web3 is an idea for a new iteration of the World Wide Web which incorporates concepts such as decentralization, blockchain technologies, and token-based economics.

a lock on a data circle

CYBER

Cyber-risk incidents can have operational, financial, reputational and strategic consequences for an organization, all of which come at significant costs.

DEVTOOLS

A variety of software programs used to edit, story and revise source code for websites or apps.

Quantum icon

QUANTUM

Quantum computing is a rapidly-emerging technology that harnesses the laws of quantum mechanics to solve problems too complex for classical computers.

B2B cloud with scroll

B2B

Encompasses cloud-based software used by businesses for various tasks, such as accounting, office productivity, customer relationship management (CRM), and other work-related activities.