We invest in entrepreneurs who've already proven they can build—and are now building with AI.
Our thesis is simple: serial entrepreneurs with exits + vertical AI opportunities = outsized returns. We're not just betting on ideas—we're backing execution.
Our sector-agnostic opportunity fund investing in disruptive companies built to outperform in a challenging macroeconomic environment has evolved to back serially successful founders who are building the next big thing using Vertical AI.
Fund II sharpens the focus that emerged in Fund I and formalizes the strategy: backing repeat founders building Agentic and Vertical AI companies that drive revenue, improve operating leverage, and rewire core business functions.
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We focus on repeat founders with proven exits using agentic vertical AI to drive efficiency and scale.
This combination creates the highest-conviction investment opportunities. Serial entrepreneurs bring domain expertise and execution experience, while agentic vertical AI provides the technology to transform entire industries. Together, they're building the infrastructure companies of tomorrow.
Early-Stage Companies
Startups at the inflection point with asymmetric growth potential.
Founder Market Fit
Unique insights and domain expertise setting.
Market Traction
We partner with those who find creative ways to turn challenges into opportunities.
Repeat Founders With Exits
Track record of execution thriving in challenging times.
Vertical AI-Driven Solutions
Defensible IP driving efficiency, leveraging Agentic frameworks.
Capital-Efficient Builders
Teams that scale with discipline.
Technical Capabilities
Proven ability to ship cutting-edge AI products.
With our decades of experience, we give our founders expert support to scale financially and go-to-market effectively.
CFO-Level Financial Guidance
Strategic financial planning, modeling, and guidance to help you make informed decisions and prepare for growth.
Executive Leadership Support
Strategic guidance and preparation for board meetings, helping you communicate progress and secure ongoing support.
Go-To-Market Execution
Proven playbooks and hands-on support to help you find product-market fit and scale your revenue engine.
Fundraising Support
End-to-end fundraising assistance from deck preparation to investor introductions and deal negotiation.
Talent Sourcing & Team Building
Access to our network of experienced operators, advisors, and key hires to help you build your team.
Strategic Introductions
Strategic connections to customers, partners, and industry leaders who can accelerate your growth.
Introducing Function—CFO & Growth leadership specifically for early-stage startups.
We created Function because brilliant founders shouldn't fail due to financial missteps or growth strategy gaps. When you need experienced leadership but aren't ready for full-time executives, Function bridges that critical gap.
Ready to venture forward?
Whether you're a founder building the next vertical AI breakthrough or an investor seeking meaningful opportunities, we want to connect.