Investment Criteria  & Focus

Our investment criteria are simple but specific: AI-native B2B, real workflow depth, a product that gets smarter with use, and a builder-CEO we believe in. Here's how to tell, fast, whether we're the right investor for you.

Investment Stage

We lead seed rounds, and take a board seat in about 95% of them.

Investment Focus

We invest in AI-native B2B software, where the product gets smarter every time it's used. We call that the compounding loop, and it's the first thing we look for. We invest across six areas: vertical AI, proprietary data, services-to-software, fintech infrastructure, agent-native infrastructure, and structural reshaping.

Investment Amount

We write initial seed checks of $3M to $5M, and reserve roughly half the fund for your follow-on rounds as you scale.

Traction

Most companies we back have a live product and early revenue, often around $30–40K in MRR, plus early customers who'd be genuinely annoyed if you disappeared. The founder matters more than the number.

Your Team

We back builder-CEOs who ship product with AI themselves, not founders who delegate it. You know your industry from the inside, you have real taste, and you run a lean team amplified by AI.

Our Investment Model

We invest in 10 to 12 companies a year, by design. It's a high-conviction, low-volume model, so every team we back gets the full weight of the partnership, hands-on from day one.

Location

We invest in U.S.-entity businesses, wherever your team is physically located.

How We Work

We're an active lead, not a passive check. We're in the room for the hard calls, from the earliest days through your Series A and whatever comes next, and we stay in the game as long as you do.

Pitch Us

Investment Criteria & Focus