Backing founders building at the frontier.

    Early-stage venture capital for breakthrough technologies reshaping the world.

    Our conviction

    The next generation of defining companies will be built where physical systems and artificial intelligence meet.

    We invest early in founders building compute, robotics, energy, and infrastructure, and in the software and data layers that make them intelligent. We stay close through the hard years and bring expertise, networks, and strategic guidance to help turn bold ideas into market-leading companies.

    Physical

    Machines, compute, and energy for the real economy.

    Purpose-built inference hardware, AI-native robotics, fusion, critical-minerals chemistry, stratospheric imaging, cardiac wearables.

    EtchedStandard BotsShield AIFuseFormicRivenNear Space LabsTeRAM
    AI

    Models, data, and agents that do the work.

    Enterprise GenAI platforms, market data infrastructure, agentic browsers, autonomous analysts, AI for legal, retail, and customer conversations.

    Articul8DatabentoParloaProfitmindGraphonSapienReflexivityLong Lake
    All companies