Autonomous Workflow Agents
AI systems that execute complete business processes end-to-end without human intervention at each step.
Investment thesis
Why we invest in AI.
Our conviction in plain language — no jargon, no hedging. What we believe, why we believe it, and where we put capital.
The application layer is where durable value compounds.
Foundation models are commoditizing faster than anyone predicted, and the model labs are absorbing the infrastructure layer around them. The durable businesses are being built where AI meets a specific workflow, a specific customer, and a specific outcome.
Small and medium-sized businesses — the 99% — remain the largest underserved market for practical AI. They need operational leverage, run lean teams, and can't afford enterprise-tier solutions built for Fortune 500 IT departments.
AI systems that execute complete workflows are uniquely suited to this. No enterprise infrastructure required. Immediate ROI. Fast to deploy.
Timing matters as much as thesis. Every generational reset rewards the builders who are already in motion when the old order gives way. AI is arriving in exactly that window.
This is the gap. This is where we invest.
Agentic, not assistive
We back systems that take action — booking, billing, reporting, outreach — with minimal human in the loop, not chatbots bolted onto old software.
Built for real customers
Practical, affordable, fast to deploy. Products that deliver clear ROI in weeks, not quarters.
Operator-led diligence
We've built and scaled inside the verticals our companies serve. We evaluate products the way their customers do.
Conviction over consensus
While capital chases the obvious, the best opportunities are underpriced. We invest before the consensus catches up.
Sector focus
AI and technology. Full stop.
Decision Automation
Agents that analyze data, apply business logic and act — replacing manual decision-making across operations, sales and finance.
Operational AI Platforms
Platforms that let businesses deploy, manage and monitor AI across their operations without dedicated AI or engineering teams.
Revenue-Generating Agents
AI that directly drives top-line revenue — prospecting, follow-up, upsells — operating continuously.
Compliance & Ops Agents
Specialized agents for high-stakes functions where accuracy and audit trails matter — ideal for regulated verticals.
Vertical-Specific Software
Domain-specific products purpose-built for a single vertical — deeply integrated, high switching costs, hard to replicate.