Thesis

What we fund, and why.

Five areas of focus, each with its own technical risk, buyer, and qualification path — from space, defense, materials, and life sciences through to next-frontier AI infrastructure and the data center buildout behind it. Below, the specifics of what we back at pre-seed and seed.

Responsible adoption is the filter, not a footnote: across every sector we favor teams whose products make a deployment auditable, energy-accountable, and compatible with the controls a regulated buyer already has to satisfy.

Working in one of these areas?

Send the pitch directly — no warm introduction required.