About

We don’t lead rounds or demand board seats. When we invest, it’s because we have high conviction in the founder.

Capital is abundant. Clear thinking is not. Especially during periods of acceleration… when nothing is obviously broken, but everything is moving faster than intuition can keep up. Discomfort gets misread as fragility. Velocity gets mistaken for instability. Precedent stops working when familiarity becomes a liability.

In these environments, the edge doesn’t come from credentials or capital alone. It comes from judgment. The ability to frame problems correctly, synthesize weak signals, and make decisions while the ground is still shifting.

We’re drawn to companies building the underlying systems that other things depend on.

Platforms, infrastructure, and foundational software that quietly make complex industries work better. The connective tissue. The rails. The tools that sit beneath the surface, solving real problems long before they show up in headlines. These businesses aren’t always loud, but they tend to matter a lot once they’re in place.

When we invest, we invest in you. Incentives are aligned so that when you win, we win. No cap table games. No governance theater. No surprise pressure masquerading as “support.” We de-risk our investment the old-fashioned way, by working alongside you.

What we bring is operating experience, strategic judgment, and a network built through years of doing the work. When we engage, we pressure-test ideas early, challenge assumptions, and help founders see downstream consequences before the market forces the lesson. Our role is to help founders stay oriented while the train is already moving… to turn acceleration from something that happens to you into something you can help shape. And when we’re not needed, we get out of the way.

That’s how we work. Quietly. Deliberately. With respect for the people who are building.

Investment Criteria

In practice, these are our constraints.

Industry

Operating in finance, healthcare, or foundational technology.

Critical Need

A problem that is already painful, not one that needs explaining.

Founder Advantage

A founder who understands the domain better than we ever will.

Go-to-Market

A B2B sales motion that respects how customers really buy.

Early Traction

Early revenue or validation that proves someone will pay.

Economic Leverage

Unit economics that get structurally stronger with scale.

Entry Point

Early stage companies with a valuation typically under $25m.