Vertical software
Workflow depth
Companies with recurring workflow demand, clear buyers, and room to compound. Products that become core workflows for teams in complex industries.
What we do
Find investable companies. Backing grounded startups.
We surface growing companies across focused categories so you can invest with clearer conviction. We partner early with founders building durable companies across a focused set of categories.
Operating model
First, we pressure-test whether the wedge deserves a company.
Great early companies are rarely tidy at the start. We help translate rough market signal into a product path, a funding story, and a focused operating cadence.
Focus
Where we look. Where we spend time.
Infrastructure
Technical leverage
Durable systems with technical leverage and adoption from builders and operators. Practical systems that reduce friction for builders and operators.
Applied AI
Better outcomes
AI products where automation improves outcomes, not just demos. Tools where automation makes the product meaningfully better.
How it works
A simple path from signal to structure.
The work changes with the company, but the rhythm stays grounded: ask better questions, build real proof, then prepare the venture for sharper decisions.
Market read
Clarify the buyer, urgency, pain, alternatives, and timing.
Product proof
Define a first product that can expose real customer demand.
Capital shape
Build a financial and investor narrative around the actual wedge.
Operating cadence
Set the rhythm, roles, and metrics that keep the team honest.
Founder or investor
Send the signal you are seeing.
A short note is enough: problem, category, customer pull, and why this should exist now.