AI Infrastructure
Thesis-Driven Venture Firm

Enterprise Infrastructure and SaaS

AI | Cloud | DevOps | Data | Security

# thesis

def thesis():

return "Enterprise AI adoption will only scale as fast as the infrastructure allows."

# Focus Areas: compute, memory, storage, orchestration, security, data or dev tooling
# Goal: make AI practical + cost-effective in production

The AI hype cycle will come and go, but the winners will be the builders solving unglamorous problems in latency, reliability, scalability, interoperability and trust.

We invest in technical founders who see around corners — engineers who’ve wrestled with these 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/enterprise infra, a deep first-degree network in the industry and the ability to open doors to customers, talent and capital when it matters most to _you_.

# If you're building the rails for the next era of AI:
conversation.start()

Investment Strategy

Syndicate Today. Fund Tomorrow.

- Prefer founders w/ direct domain expertise
- First Check to Series A, will lead/co-lead/follow
- $100k - $500k investment
- Invest in Priced, Notes or SAFEs
- USA. DE C-Corp
- ROI-driven. No ownership target

Most importantly, we earn our way onto your cap table
Our diligence includes introducing net new customer(s)

We're actively investing.

Portfolio
Present & Past

Stealth GenAI Infra (PreSeed, Seed)
Stealth Security SIEM (Seed)
Stealth DevOps Postgres (Seed+)
Cased (Seed, Seed+)
Quantum Metric (A)
Segmed (Seed+, A)
Simba (A+)
SpecStory (Seed)
Wallaroo (Seed+)

Dasera - acq by Netskope
Launchable - acq by CloudBees
NetSpyGlass - acq by Airgap/Zscaler
OnSpecta - acq by Ampere
Rookout - acq by Dynatrace
Simility - acq by PayPal
Yubico - IPO

Team of Founder Advocates


Sharran Deora _LinkedIn_, GP - 10 years of investing in technical founders
Victor Jakubiuk _LinkedIn_, Advisor - Serial Entrepreneur, VP AI at Ampere/SoftBank
John Gannon _LinkedIn_, Advisor - Founder at Venture5, ex-Dir PM at DigitalOcean