Our Thesis

Traditional software digitized workflows.

AI is fundamentally redesigning how industries operate.

We believe founders with deep domain expertise and practical customer access will create disproportionate value in complex sectors.

INVESTMENT FOCUS AREAS

REAL ESTATE

Technology transforming acquisition, development, transactions, asset management and operations.

FINTECH

Infrastructure, compliance, embedded finance and next-generation financial services.

HEALTHCARE

Technology improving patient outcomes, accessibility and operational efficiency.

CONSTRUCTION

AI-enabled planning, execution, workforce productivity and project visibility.

INSURTECH

Technology improving underwriting, distribution and claims efficiency.

SPORTS

Data and AI transforming performance, engagement and operations.

MANUFACTURING

Software and AI transforming production, quality and supply chains.

WEALTHTECH

Platforms democratizing investing and financial advice.

FITNESS

Technology enabling healthier and more personalized lifestyles.

✓ AI-native businesses

✓ Enterprise software

✓ Domain-rich founders

✓ Vertical SaaS

✓ B2B

✓ B2B2C

✓ Industry transformation

✓ Early traction

✓ Pilot customers

✓ Revenue signals