We invest in people, not pitches.
At the earliest stages, talent is the only variable that compounds. We've spent 25 years learning to spot it.
how we invest
We lead and co-lead pre-seed and seed rounds. We co-invest at Series A. We take active roles. We stay close — long after the check clears.
We focus where technical depth and data-driven moats meet real market timing: AI Infrastructure, Agents, and Verticals; Space and Defense; Robotics; and Spatial.
New York is home. NYC, SF, and LA are our priority markets. Wherever a founder builds, they get our NYC playbook: grit, commercial discipline, and industry depth that translates into any market they need to sell into.
WHERE WE GO TO WORK
PEOPLE
Your first hires set culture, velocity, and trajectory. We've made zero-to-one hires for 25 years — internet, mobile, social, AI. We help you source, interview, and close the people other founders are chasing.
GO TO MARKET
Product-market fit isn't a slide. We help you find it, pressure-test it, and build a sales motion repeatable enough to hire against and defensible enough to raise on.
Capital
Fundraising strategy, deal structure, runway modeling, board prep — the CFO work you need a year before you can afford a CFO.
The founders we Back
The
Repeat Founder
Multiple exits behind them. They know what bad VC looks like because they've lived it — and they're not chasing brand names. What they want is a sparring partner who picks up the phone when it matters.
The Pedigreed First-Timer
DARPA. SpaceX. DoorDash. Years inside world-class organizations. A problem no one else was solving. A decision to go build it themselves.
The frontier Builder
Twenty-two and challenging NVIDIA. Grew up with the tools the rest of us are still learning. Working in white space — where consensus hasn't formed yet. They need investors who take the tech seriously, and operators to help build the company around it.
One thing in common — they have to build.
