Investment Strategy

Deploying Capital Where Conviction Meets Opportunity

We target category-defining companies across technology, fintech, and infrastructure verticals. Our portfolio is concentrated, high-conviction, and ecosystem-integrated.

Investment Thesis

Our Investment Thesis

Three core verticals where we see transformative potential and build deep domain expertise.

Autonomous Systems

Companies building infrastructure for the autonomous future. AI/ML platforms, robotics, self-organizing systems that operate at scale without human intervention.

$500M+ TAM requirement

Financial Infrastructure

The rails that power modern finance. Payment processing, lending platforms, insurance tech, and digital asset infrastructure enabling the next generation of financial services.

Core financial rails

Digital Commerce

Category-defining marketplace and commerce platforms. B2B SaaS, consumer platforms, and logistics technology that reshape how goods and services move through the economy.

Category leadership path

Performance

Proven Track Record

Disciplined capital deployment delivering consistent, outsized returns across market cycles.

$2.4B

Assets Under Management

Across three fund vintages since inception

Active Companies

Concentrated, high-conviction positions

3.2x

Net MOIC

Multiple on invested capital, all vintages

47%

Net IRR

Internal rate of return since inception

Investment Criteria

What We Look For

We apply rigorous selection criteria to identify companies positioned for category leadership.

Stage

Series B through Pre-IPO

Companies with product-market fit and scaling operations

Revenue

$10M+ ARR Minimum

Demonstrated recurring revenue and growth trajectory

Check Size

$25M -- $200M

Flexible deployment across round structures

Geography

Global with US Focus

Primary focus on North America with selective global opportunities

Sector

Technology, Fintech, Infrastructure

Deep domain expertise across three core verticals

Differentiator

Clear Path to Category Leadership

Defensible moats, network effects, or proprietary technology

Portfolio

Select Portfolio Companies

A concentrated portfolio of category-defining companies across our three core verticals.

NovaPay

4.2x

Next-gen payment infrastructure

Building the merchant payment stack for the next decade. NovaPay's unified API processes $18B in annual transaction volume, serving 40,000+ merchants across embedded payments, cross-border settlement, and real-time reconciliation.

Fintech Series C

CortexAI

7.8x

Enterprise AI orchestration platform

The operating layer for enterprise AI deployment. CortexAI orchestrates model selection, inference routing, and cost optimization across multi-cloud environments, reducing AI infrastructure spend by 60% for Fortune 500 clients.

AI/ML Series B

Meridian Logistics

2.9x

Autonomous supply chain optimization

Autonomous warehouse orchestration and last-mile delivery optimization. Meridian's reinforcement learning models reduce fulfillment costs by 35% while cutting delivery times in half across a network of 200+ distribution centers.

Logistics Growth

VaultEdge

5.1x

Institutional-grade digital asset custody

Purpose-built custody infrastructure for institutional digital asset management. VaultEdge secures $12B in assets with SOC 2 Type II compliance, multi-signature governance, and real-time proof-of-reserves for 80+ institutional clients.

Digital Assets Series C

QuantumLedger

3.6x

Real-time financial reconciliation

Eliminating T+2 settlement latency for institutional finance. QuantumLedger's deterministic reconciliation engine processes 500M+ daily transactions across equities, fixed income, and derivatives with zero-error tolerance.

Fintech Pre-IPO

SynapseOS

6.4x

Operating system for autonomous agents

The runtime environment for agentic AI. SynapseOS provides memory management, tool orchestration, and safety guardrails for autonomous agent deployments, powering 2M+ active agents across enterprise and consumer applications.

AI Infrastructure Series B

Deal Submission

Submit a Deal

We review every qualified opportunity. If you're building something exceptional, we want to hear from you.

All submissions are reviewed within 5 business days. Inquiries are treated with strict confidentiality.