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We invest in companies addressing the second order effects of AI and advancing AI within critical systems
Our Focus
01
Offsetting The Second Order Effects Of AI
We invest in companies addressing the consequences created by AI at scale, including pressure on energy, infrastructure, governance, data integrity, and workforce systems.
As AI adoption accelerates, these challenges are becoming large and increasingly important markets.
02
Critical AI For
Essential Systems
We invest in companies using AI to improve the systems that power everyday life, including healthcare, financial services, energy, infrastructure, and education.
These sectors are large, inefficient, and positioned to benefit from AI-driven transformation.
Investment Strategy
Our investment strategy reflects a focused, thesis driven approach to backing companies at the intersection of AI and critical systems.
Investment Stage
Seed and opportunistic Series A. We primarily participate as a follow-on investor
Check Size
$100K to $400K initial checks
Target Investment Profile
Post-revenue companies preferred, with early signs of product market fit and clear pathways to scale
Geography
North America focused
Select Investment Experience
Representative Investments From The Founders’ Investment Experience
Eight Sleep
Description: Smart sleep system optimizing recovery and performance
Tech & Industry: AI, Healthcare, CPG
Current Stage: Growth
FlutterFlow
Description: No-code tools enabling small businesses to build apps using Google's flutter
Tech & Industry: AI, Content Management System
Current Stage: Early- Growth
Midi Health
Description: Virtual care platform for women’s midlife health
Tech & Industry: AI, Healthcare
Current Stage: Growth
Notion
Description: Workspace software enabling small business productivity and operations
Tech & Industry: AI, Content Management System
Current Stage: Growth
Quicknode
Description: Infrastructure enabling small businesses to build on blockchain
Tech & Industry: Blockchain Infrastructure, Small Business Enablement
Current Stage: Growth
Replit
Description: Coding platform enabling small businesses to build and deploy software
Tech & Industry: AI, Content Management System
Current Stage: Growth
Starcloud
Description: Space based data centers powered by continuous solar energy
Tech & Industry: AI, Aerospace, Cloud Computing
Current Stage: Early-Growth
Subject AI
Description: AI platform enabling personalized learning and teacher productivity
Tech & Industry: AI, Education
Current Stage: Early- Growth
Zipline
Description: Autonomous drone delivery for healthcare and logistics
Tech & Industry: AI, Robotics, Healthcare
Current Stage: Growth
Representative investments include those made through angel investments, syndicate vehicles, and prior roles at institutional investment firms.
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