Applied intelligence
AI and data systems that materially improve how critical work gets done.
Our thesis
We invest where structural change creates a rare opening for focused teams to build enduring companies.
AI and data systems that materially improve how critical work gets done.
Infrastructure, security, and climate technologies built for a more demanding world.
Tools that expand access to health, learning, ownership, and productive work.
How we invest
We typically lead or co-lead Seed through Series A rounds, investing where our operating perspective can meaningfully change the trajectory.
We favor clear technical advantage, expanding markets, and founders with earned insight. We stay close when useful—and out of the way when not.