Where we focus.
We concentrate on the sectors where artificial intelligence creates the most transformative impact and the most durable competitive advantage.
The spaces we invest in
A view of where our conviction is concentrated across the intelligence economy. Allocations are indicative and evolve with the market.
AI & Machine Learning
40%Our primary focus: foundation models, ML platforms, agents, and intelligent automation.
Stage · Seed to Growth
Enterprise Software
18%Business software rebuilt around intelligence for the modern enterprise.
Stage · Seed to early growth
Fintech
15%Financial technology leveraging intelligence for security, analysis, and automation.
Stage · Seed to Growth
Healthcare & Bio
12%Medical and life-science applications powered by intelligent systems.
Stage · Seed to early growth
Robotics & IoT
10%Connected and autonomous systems acting in the physical world, at scale.
Stage · Seed to Growth
Climate & Energy
5%Sustainable technology powered by AI for climate monitoring and energy optimization.
Stage · Seed to Growth
Our investment criteria
A rigorous evaluation across four areas helps us identify the exceptional teams we partner with.
Market opportunity
- Large addressable market with strong adoption potential
- Clear competitive advantage through differentiation
- Proven demand for an intelligence-native solution
- Scalable model with recurring revenue potential
Team excellence
- Strong technical team with specialized expertise
- Proven track record in product development
- Complementary business and technical skills
- A relentless commitment to learning and speed
Business signal
- Early product-market fit indicators
- Healthy customer acquisition and retention
- A clear path to durable revenue growth
- Efficient development and deployment
Technology & product
- Innovative technology with clear differentiation
- Scalable architecture and infrastructure
- Strong IP and proprietary data assets
- A robust product roadmap and pipeline
We meet founders where they are
From the first prototype to global scale, we partner with companies at every step of the early journey.
Early-stage teams with a working prototype and initial validation.
- Primary focus
- Model development and technical validation
- Timeline
- 12–18 months to product-market fit
Teams with proven product-market fit and early enterprise pilots.
- Primary focus
- Team scaling and enterprise customer acquisition
- Timeline
- 18–24 months to the growth stage
Scaling companies with strong momentum and emerging market leadership.
- Primary focus
- Global expansion and operational excellence
- Timeline
- 24–36 months to category leadership
A global footprint
Our focus spans the world's leading startup ecosystems, with hubs in San Francisco, New York, and London.
North America
65%Primary focus
Bay Area, NYC, and Toronto AI hubs
Europe
25%Strategic focus
London, Berlin, and Stockholm ecosystems
Asia-Pacific
10%Emerging focus
Singapore, Sydney, and Bangalore innovation centers
If you’re building the future, we want the first call.
We read everything ourselves, we respond fast, and we make decisions even faster. No warm intro required.