Four currents converge in everything we back: real revenue, technology leverage, an operator with conviction — and increasingly, a physical surface where software does the work. Robotics has joined our core mandate as the line between digital and industrial dissolves.
Vertical AI platforms turning model capability into measurable enterprise outcomes. Inference economics, proprietary data flywheels, durable distribution.
B2B software, embedded fintech and modern marketplaces with strong unit economics and disciplined capital efficiency.
Robotics, autonomy and industrial automation where software meets physical work — humanoids, warehouse and field robotics, perception stacks and the OEM platforms quietly compounding behind them.
Asset-light, technology-led businesses transforming legacy categories — leasing, logistics, prop-tech and the long tail of digital-physical convergence.
