Backing the builders that are shaping our agentic tomorrow.
Our investment focus is in AI agents and AI-enabled infrastructure/tooling.
First and foremost, we invest in builders.
We invest through all market cycles. While booms and busts are inevitable, talented builders persist—often launching multiple ventures throughout their journey. This is why we prioritize backing builders above all.
We favor teams with a sound understanding of their markets, validated ideas through proven traction and an unyielding focus on product-market fit.
We maintain flexibility in our investment stages and structure—it's core to our investment philosophy. We prefer to understand your origin story, your current development status and challenges, and how we can best partner with you to achieve your goals.
Each investment has a unique structure (we don't participate in one-size-fits-all "party" rounds). We approach it as entering into a partnership customized to your circumstances & needs.
We are differentiated capital, dedicated to founders who think and build differently.
We favour 3 areas:
One area that we specialize in is AI-driven hedge funds. We are interested in building improved versions of Intelligent Livermore ETF, Minotaur Capital and Numerai.
We always keep an open mind. We do end up backing builders whose current ideas don't fit within an area mentioned above. That's A-OK. Because your builder arc will be long, and we will be there for you, and with you, throughout.
Want to learn more? Speak to us in person. A F2F conversation works better than any fancy deck.