The real economy is being rewritten in software
Energy, manufacturing, logistics, and care are the largest markets on earth and the least digitized. We back the teams porting these industries onto modern software and hardware.
The thesis
Energy, manufacturing, logistics, and care are the largest markets on earth and the least digitized. We back the teams porting these industries onto modern software and hardware.
Hype fades; throughput, unit economics, and regulatory trust do not. We underwrite companies that get structurally harder to displace with every customer they serve.
We make a small number of investments each year and concentrate our capital, time, and network behind them. We would rather be early and right than diversified and average.
By the numbers
A decade of concentrated, patient capital.
Founders
We read every thoughtful pitch. Tell us what you are constructing and why now.
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