Investing in
human-first,
AI-augmented
businesses.
Portfolio
Nine companies,
one thesis.
Sentinels
AI-augmented global event intelligence and anomaly detection
Beacon
AI agent-assisted social media management for individuals and agencies
Predictor
Fantasy sports simulation AI for lineup management
Stratum
Streaming data infrastructure for multi-domain quantitative operations
Broke
AI-backed short-term financial planning for iOS and Android
MDM Platform
Master data management for manufacturing MRO operations
The Store
Agent-first e-commerce with a human-first terminal experience
Blockytown
Pixel art MMO where real markets drive a player-run economy — capitalism unchained
Substrate
Permanent-capital holding company solving the recursive reshoring paradox
Our Thesis
AI is most powerful when it
amplifies human judgment.
The companies that win with AI won't be the ones that remove humans from the loop. They'll be the ones that make every human decision better-informed, faster, and more confident. We invest in that future.
Read our full thesis →The Dual Layer
We don't just invest the thesis.
We operate it.
AI-Augmented Products
Every portfolio company embeds AI to amplify human capability within its domain. Analysts, creators, traders, shoppers, and players all get better outcomes through intelligent augmentation.
AI-Augmented Teams
The engineering teams building these products are themselves AI-augmented. AI agents participate in development, testing, and operations \u2014 making small teams operate at the scale of much larger organizations.