Thesis
We back the companies and the sectors that will define the next decade
Our strategy is concentrated, late-stage, and primarily expressed through the secondary market. We aim to own - not rent - the foundational technologies of the future
Late-Stage Conviction
We invest after product-market fit, when category leadership is visible and capital is the primary input to compounding scale
Secondaries as a Strategy
We provide structured liquidity to founders, early employees, and existing investors - a precise path into companies that rarely run priced primaries
Software Meets the Physical World
Our highest-conviction bets sit at the intersection of software and atoms - robotics, energy, biology, space - where moats compound across hardware, regulation, and network
Advisory as a Multiplier
We complement capital with advisory across cap-table, secondary programs, and strategic positioning for the most ambitious teams
Sectors of Conviction
Where we focus our capital and our time
Artificial Intelligence
Frontier labs, applied AI, and the inference & data layer
Robotics
Humanoids, autonomy, and embodied intelligence
Infrastructure
Compute, networking, and developer platforms
Energy
Next-gen generation, grid modernization, and storage
Digital Biology
Bioengineering, programmable therapeutics, and BCI
Impact
Category leaders whose success compounds into civilizational impact