3. Track Record and Performance
6. Risk and Portfolio Construction
7. Operations, Compliance, and Legal
What is your fund's core investment thesis?
We back Intelligence-Native Companies where AI is the production engine, not just a feature. These are full-stack businesses that use artificial intelligence to deliver complete outcomes in traditionally service-heavy industries, replacing expensive human labor with software-driven workflows. Think AI law firms that draft contracts and conduct research, AI M&A advisors that structure deals and run diligence, or AI accounting practices that prepare returns and provide strategic guidance. The intelligence layer is the business itself.
What differentiates your strategy from other GPs?
Three things set us apart fundamentally. First, we are both investors and operators, we run our own Intelligence-Native Companies in domains where we have expertise, which gives us operational credibility that pure investors cannot match. Second, we are structured to benefit from both venture-scale exits and sustained cash flow from profitable businesses, reducing our dependency on traditional exit markets that have become unpredictable. Third, we focus on workflow capture and unit economics rather than chasing hype cycles, which means we underwrite businesses that can survive and thrive without endless external capital.
What market inefficiency or gap are you solving?
The venture market is still largely optimized for the zero interest rate environment that defined the past decade. Most firms continue to back companies that require massive capital infusions and depend on frictionless exits through acquisitions or public offerings. That world is gone. We recognize that a new category of business has emerged that can be built with less capital, achieve profitability faster, and generate exceptional returns without requiring external liquidity events. The gap is that few investors have adjusted their strategy to this new reality, which creates significant opportunity for those who have.
How do you define your target market?