Thesis-Driven
AI Infrastructure
Venture Firm
Thesis-Driven
AI Infrastructure
Venture Firm
Enterprise Infrastructure and SaaS
AI | Cloud | DevOps | Data | Security
Enterprise Infrastructure and SaaS
AI | Cloud | DevOps | Data | Security
Thesis
Enterprise AI adoption will only scale as fast as the infrastructure allows
Enterprise AI adoption will only scale as fast as the infrastructure allows
# thesis
def thesis():
return "Enterprise AI adoption will only scale as fast as the infrastructure allows"
# Focus Areas: compute, memory, storage, orchestration, observability, security, data or dev tooling
# Goal: make AI practical + cost-effective in production# thesis
def thesis():
return "Enterprise AI adoption will only scale as fast as the infrastructure allows"
# Focus Areas: compute, memory, storage, orchestration, observability, security, data or dev tooling
# Goal: make AI practical + cost-effective in production# thesis
def thesis():
return "Enterprise AI adoption will only scale as fast as the infrastructure allows"
# Focus Areas: compute, memory, storage, orchestration, observability, security, data or dev tooling
# Goal: make AI practical + cost-effective in productionThe AI hype cycle will come and go, but the winners will be the builders solving unglamorous problems in latency, reliability, scalability, interoperability and trust
The AI hype cycle will come and go, but the winners will be the builders solving problems in latency, reliability, scalability, interoperability and trust
We invest in technical founders who see around corners — engineers who’ve wrestled with bottlenecks firsthand and are obsessed with removing them
We invest in technical founders who see around corners — engineers who’ve wrestled with bottlenecks firsthand and are obsessed with removing them
We’re not here to micromanage your roadmap or chase vanity trends. Our value comes from decades of operating and investing in AI infrastructure
We’re not here to micromanage your roadmap or chase vanity trends. Our value comes from decades of operating and investing in AI infrastructure
With a deep first-degree enterprise network, we will open doors to customers, acquirers, capital and talent when it matters most to you.
If not, we have failed you
With a deep first-degree enterprise network, we will open doors to customers, acquirers, capital and talent when it matters most to you. If not, we have failed you
With a deep first-degree enterprise network, we will open doors to customers, acquirers, capital and talent when it matters most to you. If not, we have failed you
# If you're building the rails for the next era of AI:
conversation.start()# If you're building the rails for the next era of AI:
conversation.start()Enterprise AI adoption will only scale as fast as the infrastructure allows.
Investment Strategy
Syndicate Today, Fund Tomorrow
Syndicate Today, Fund Tomorrow
Investment Strategy
Syndicate Today
Fund Tomorrow
Founder Focus
We prefer technical founders with direct domain expertise
Founder Focus
We prefer technical founders with direct domain expertise
Stage
From first check to Series A. Lead, co-lead or follow
Stage
From first check to Series A. Lead, co-lead or follow
Check Size
$100k to $500k
Check Size
$100k to $500k
Instruments
Priced, Notes or SAFEs
Instruments
Priced, Notes or SAFEs
Geography
USA, DE C-Corp
Geography
USA, DE C-Corp
Philosophy
ROI-driven with no rigid ownership targets
Philosophy
ROI-driven with no rigid ownership targets
Founder Focus
We prefer technical founders with direct domain expertise
Founder Focus
We prefer technical founders with direct domain expertise
Stage
From first check to Series A. Lead, co-lead or follow
Stage
From first check to Series A. Lead, co-lead or follow
Check Size
$100k to $500k
Check Size
$100k to $500k
Instruments
Priced, Notes or SAFEs
Instruments
Priced, Notes or SAFEs
Geography
USA, DE C-Corp
Geography
USA, DE C-Corp
Philosophy
ROI-driven with no rigid ownership targets
Philosophy
ROI-driven with no rigid ownership targets
Most importantly, we earn our way onto your cap table.
Our diligence includes introducing net new customer(s).
We are actively investing
Most importantly, we earn our way onto your cap table
Our diligence includes introducing net new customer(s)
We are actively investing
Enterprise AI adoption will only scale as fast as the infrastructure allows.
Portfolio
Present & Past
of the Founding Team
Present & Past
of the Founding Team
Telco. Infra.
Seed , Seed+
PreSeed
Telco. Infra.
Seed , Seed+
PreSeed
GenAI. Infra.
GenAI. Infra.
PreSeed, Seed
PreSeed,
Seed
Security. SIEM.
Security. SIEM.
Seed
Seed
Telco. Infra.
PreSeed
Context engineering
& agent memory
Seed
AI agents that automate DevOps
Seed,
Seed+
Telco. Infra.
PreSeed
Context engineering
and agent memory
Seed
Analytics powered by
AI and autocapture
A
Trusted data exchange
for identity mgmt
A+
Trusted data exchange
for identity mgmt
A+
Portfolio
Team of Founder Advocates
Team of
Founder Advocates
Contact Us
Enterprise AI adoption will only scale as fast as the infrastructure allows.
Founders
Founders
Enterprise AI adoption will only scale as fast as the infrastructure allows.
Contact Us