Q&A

What do you invest in?

Intelligence-Native Companies where AI is the production engine delivering full-stack outcomes, not just a feature. AI law firms that practice law, AI M&A advisors that structure deals, AI accounting firms that prepare returns. If you're building tools that help others work, we pass. If you're using AI to do the work itself, let's talk.

What stage and check size?

Seed stage with early product-market fit signals, initial revenue or design partners, and clear scaling path. Initial checks of $250K-$500K, up to $750K total including follow-ons.

How fast do you move?

Two to four weeks from first meeting to term sheet when we have conviction. If we're passing, you'll know within days with clear reasons.

What makes you different?

We operate Intelligence-Native Companies ourselves. Our advice comes from current experience, not pattern matching. We have a five-year fund timeline, so we focus on reaching exits or strong cash flow faster, not endless fundraising rounds.

What support do you provide?

Go-to-market iteration, design partner intros, hiring help for critical roles, and narrative development for next rounds. We're hands-on with operational details but respect that you run the company.

How do follow-ons work?

Earned, not automatic. We double down when you hit milestones around revenue growth, unit economics, retention, and clear path to exit within our timeline. If things aren't working, we'll have honest conversations early.

What's your exit timeline?

Three to five years. We're building toward acquisition or cash generation, not decade-long patient capital. If you need ten years to reach meaningful outcomes, we're not aligned.

What do you look for in founders?

Domain expertise first - years in the industry, deep understanding of pain points, credibility with buyers. Then execution velocity, technical capability to build production AI systems, and willingness to track real metrics.

Why do you pass?

Weak workflow wedge (incremental improvement vs. fundamental change), unclear ICP, no measurable ROI case, founders without domain expertise, or unit economics requiring perpetual reinvestment.

How do we connect?

Warm intro from founders we've backed, operators in our network, or investors we know. Cold outreach works if you clearly fit our thesis. We respond within days.