What is your fund's core investment thesis?
We back Intelligence-Native Companies where AI is the production engine delivering full-stack outcomes, not just a feature enhancement. Think AI law firms that practice law, AI M&A advisors that structure deals, AI accounting firms that prepare returns. We focus on companies replacing expensive service delivery with software-driven workflows, not companies building tools that help others work more efficiently.
What differentiates your strategy from other GPs?
Three things. First, we're an access fund embedded in founder communities where these companies are built, which gives us deal flow months before institutional radar. Second, we move at speed no multi-partner fund can match - three days from first meeting to decision, enabled by solo GP structure with no committees. Third, we've operated Intelligence-Native Companies ourselves, so our pattern recognition comes from lived experience rather than observing from the sidelines.
What market inefficiency or gap are you solving?
Traditional funds are too slow and too removed from early-stage founder communities. By the time institutional investors see Intelligence-Native Companies, valuations have inflated and the best entry points are gone. We're embedded where these companies are being discussed before they're companies, we move in three days while others are scheduling partner meetings, and we win deals through speed and operational credibility that brand names can't buy.
How do you define your target market?
Industries where service delivery is expensive, error-prone, compliance-heavy, and fundamentally inefficient. Legal services, financial advisory, accounting, healthcare diagnostics, operations management. Markets where AI can deliver measurable outcomes that customers will pay for based on ROI rather than discretionary productivity budgets. Buyer urgency and willingness to pay are essential, which means we avoid markets without clear pain points.
What is your geographic and sector focus?
North America with concentration in major tech hubs where AI talent and domain experts intersect. Sector focus is deliberately narrow: Intelligence-Native Companies in operations-heavy industries where AI delivers full-stack outcomes. We avoid pure infrastructure plays, horizontal SaaS tools, and companies where AI is secondary rather than core to value delivery.
What stage do you invest in and why?
Seed and pre-seed, because this is where speed and access create the biggest advantage. Entry pricing at these stages allows meaningful ownership even with fifty to one hundred thousand dollar checks. We can influence fundamental decisions around workflow design, go-to-market, and unit economics before companies solidify their approach. Most importantly, we can move in three days at this stage while larger funds need weeks of diligence.
How many portfolio companies do you expect per fund?
Thirty-five plus companies across the ten million dollar fund. This broad portfolio reflects the reality that picking winners at seed stage is nearly impossible, so we need volume to ensure we capture the breakout companies. With fifty to one hundred thousand dollar initial checks, we can build a diversified portfolio while maintaining capital for follow-ons on companies that demonstrate clear traction.
What is your reserve strategy?
We maintain flexibility to follow on when companies hit objective traction milestones around revenue growth, unit economics, and clear path to next round or profitability. Follow-ons are earned, not automatic. We double down on winners when they demonstrate they deserve additional capital, protecting and expanding ownership in the three to five companies that will drive fund returns rather than spreading capital evenly across the portfolio.