Existing company
We deploy into established companies with product in market and revenue, not ideas. We are not a pre-product fund.
Strategy
How we deploy capital.
We invest in existing AI and technology companies with product in market. Here's how we evaluate opportunities.
Investment criteria
Six criteria. No exceptions.
AI-native product
The product must do real work — executing actions and owning outcomes, not just generating suggestions.
Clear customer value
A defined customer with a painful, expensive problem and measurable ROI from solving it.
Clear path to scale
Evidence the business can grow without linear headcount growth.
Strong management team
Operators, domain experts or technical leaders who have lived the problem they're solving.
Defensible position
Network effects, proprietary data, vertical integration or deep workflow embedding — something hard to replicate quickly.
Investment parameters
Flexible capital.
Focused purpose.
| Company stage | Existing, revenue-generating |
|---|---|
| Check size | Flexible |
| Equity structure | Majority or minority |
| Investment type | Active or passive |
| Geography | US-focused |
| Sector | AI and technology |
How we partner
Two ways to build together.
Operational investment
- Majority or minority equity
- Go-to-market & sales support
- Technical architecture guidance
- Operational process design
- LP and co-investor network access
Passive investment
- Capital without interference
- No board seats or operational role
- Optional network introductions
- Reporting and milestone tracking
We move quickly when the fit is clear.