Portfolio

Our portfolio maps to the intersection of our investing thesis, and our target industries. We invest when we see an early product market fit, and when we see that our capital will help gain a foothold towards building a market leader.
Explore our companies to get a glimpse into how key markets will be transformed.

The Power of Applied AI, and the Power of How.

Is AI just an easier way to write an article? Not at all.

The reimagination of human computer interaction will come from the industry specific tasks, interactions, and jobs to be done. The resulting innovations will be Applied AI. Not just what and why – but how. How market making happens in finance, how intelligent inferences drive advertising budgets, how fans bet on sports, or how humans can communicate in a language they don’t understand, are all early examples. Applied AI will change how markets operate in ways that we can’t yet predict or comprehend, and they will rely on the proven business models of SaaS, marketplaces, subscriptions and commerce.

FRESH IDEAS
Applied AI companies in this phase will be category defining
CONNECTION
Applied AI can connect disparate parts of the value chain, unlocking growth for the whole market
MODEL TRAINING MATTERS
The early companies will gain traction with defining models – accruing most of the market’s value