We back companies already operating in the physical world — not pre-product, not pre-revenue. We look for teams with signed contracts, deployed hardware, and paying customers who keep coming back.
Every deployment generates training data that makes the system smarter. We look for companies building defensible moats through operational data that competitors cannot replicate from a lab.
We invest post-seed through Series B, at valuations under $500M. We are not chasing headline rounds. We are buying into businesses we believe will be worth multiples of that within five years.
We share portfolio details directly with accredited investors and qualified institutional buyers. Reach out and we will send you a full overview.