Initializing

Capital for the
builders of tomorrow

Investing at the frontier of applied intelligence, human resilience, and sovereign defense backing founders building the future

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$0B
AUM
0
Portfolio Companies
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Unicorn Exits
0x
Avg MOIC
Our Conviction

The most consequential companies of the next decade will emerge at the convergence of intelligence, biology, and sovereignty, where technological capability meets civilizational urgency.

Three vectors of conviction

01

Applied AI

Companies turning raw intelligence into measurable outcomes — autonomous systems, decision engines, and AI-native workflows reshaping industries at scale.

Seed — Series C
02

Healthcare

The convergence of compute and biology unlocking new paradigms in diagnostics, drug discovery, and precision therapeutics at molecular scale.

Care Shift Podcast
Seed — Series C
03

Defense

Next-generation defense platforms, cybersecurity infrastructure, and dual-use technologies safeguarding democratic societies against emerging threats.

Seed — Series C

Select portfolio

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Applied AI
Hex
AI analytics platform connecting AI-powered analysis, conversational self-serve, and interactive data apps in one unified system for modern data teams.
Series CStage
$52MRaised
DataSector
Applied AI
Replit
AI-powered software creation platform enabling anyone to build and deploy full applications through natural language — democratizing development at global scale.
Series BStage
$97MRaised
30M+Users
Healthcare
Siren Biotech
Pioneering AAV immuno-gene therapy for cancer, fusing gene therapy with immunotherapy to target brain and solid tumors with precision-engineered cytokine delivery.
Series AStage
$28MRaised
FDA INDCleared
Applied AI
Hylio
Autonomous drone systems for precision agriculture and dual-use applications — delivering AI-powered aerial autonomy for crop treatment at industrial scale.
Series AStage
$12MRaised
AutonomyPlatform
Applied AI
O11
The AI agent inside every enterprise app — automating workflows directly within Microsoft 365 and Google Workspace from presentations to financial models.
SeedStage
YC W26Batch
100sCompanies
Healthcare
Opalite Health
AI-powered real-time medical interpretation platform breaking language barriers across 150+ languages for healthcare providers in critical care settings.
SeedStage
$5MRaised
150+Languages

Partnership, not just capital

We bring conviction, operational DNA, and sector-specific networks that compound over decades.

01

Deep Conviction

We spend months mapping markets before writing checks. When we invest, it's because we've developed an independent thesis on why this team wins this market now.

02

Operator DNA

Our partners have built and scaled companies across defense, biotech, and enterprise software. Pattern recognition from the arena, not the sidelines.

03

Strategic Capital

Beyond capital, we unlock government procurement pathways, clinical trial partnerships, and Fortune 100 distribution channels unique to our sectors.

04

Long Horizon

The companies reshaping civilization need patient, committed capital. We structure our funds for decade-long partnerships through every inflection point.

Building the
inevitable?

We respond to every founder who reaches out. Tell us what you're building and why now.

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