What We Build & Invest In
We focus on AI-native companies solving real problems with defensible technology. Clear criteria help us—and founders—know if there's a fit.
Where We Invest
Five areas where AI can create transformative, lasting value.
Enterprise AI
AI systems that transform enterprise operations, decision-making, and customer experiences at scale.
Examples
Vertical AI
Domain-specific AI solutions built with deep industry expertise and regulatory understanding.
Examples
AI Infrastructure & Tooling
The foundational layer enabling developers and enterprises to build, deploy, and manage AI applications.
Examples
Automation-Driven SaaS
Software that automates complex workflows and delivers measurable ROI through intelligent automation.
Examples
Applied AI for Emerging Markets
AI solutions tailored for high-growth markets with unique constraints, infrastructure, and opportunities.
Examples
What We Don't Do
Knowing what we avoid is as important as knowing what we pursue. This helps both parties determine fit quickly.
Hype-Driven Plays
We don't chase trends or invest based on buzz. If the only reason to build something is 'AI is hot,' we're not interested.
Undifferentiated AI Wrappers
Thin wrappers around foundational models without proprietary data, unique workflows, or domain depth don't create lasting value.
Trend Chasing Without Domain Depth
Surface-level understanding of an industry isn't enough. We back teams with genuine expertise and insight.
Investment Stage
We focus on early-stage companies where our operational involvement can have the greatest impact.
What We Look For
The best partnerships start with alignment. Here's what makes a strong fit.