Investment Focus
AI & Data Infrastructure --- Proprietary datasets, deep integration, embedded workflow, measurable ROI, decision support and reasoning, explainability and autonomous workflows
Enterprise Software/B2B SaaS --- high retention, recurring revenue, AI enabled, clear customer ROI, vertical software.
Industrial & Physical Economy Technology --- software that improve efficiency, reliability, safety, and decision-making across industrial and infrastructure environments.
Logistic & Supply Chain --- asset light models, last-mile logistics, transportation technology, supply chain visibility, fleet optimization
Investment Criteria
Venture Capital
- Stage: Pre-Seed, Seed, and Series A
- Structure: Flexible capital across convertible notes, preferred equity, or common equity
- Team: Founders with relentless drive, domain expertise, a bias for execution and a clear unfair advantage.
- Thesis Fit: Breakthrough technologies, reimagined industries, or category-defining products—with a particular focus on B2B software companies leveraging AI, data, or automation as core differentiators
- Traction: Clear signals of product-market fit, defined GTM and a roadmap toward scalable growth, unique distribution advantage
- Model: Business models with proprietary products, scalability, recurring revenue, sticky customer base, attractive unit economics
- Check Size: Up to $2 million in initial investment, plus follow-ons
Funds Investment
- Access: Funds with proprietary deal flow, advantaged sourcing, or network-driven insights
- Strategy: Unique or underexplored investment theses with asymmetric upside
- Structure: Compelling economics, alignment, or innovative fund mechanics
- Focus: Sector-specific, stage-specific, or geo-specific strategies that complement our direct portfolio
- Discipline: Proven managers with a clear investment philosophy and track record of high-conviction decisions
Allocations are highly selective and thesis-aligned—designed to amplify our exposure to innovation and uncorrelated value creation.