First check · Sector-agnostic · Operator-led
We write the first check into AI-native founders. Pre-seed through Series A. We don't just send a wire — we move into the cap table as an operator, embed inside the build, and stay until the next round.
Picks-and-shovels companies have already been won. The opportunity is in deep-domain vertical applications — companies that own a specific industry workflow end-to-end.
We optimize for velocity, conviction, and product taste. Deck quality matters less than commit frequency. We bet on people who already have a demo before they pitch.
We commit within 14 days of first call or we pass clean. No drawn-out diligence theater. If we're in, we wire within a week.
Our partners run companies inside our portfolio. We don't observe — we operate. Hiring, product strategy, fundraising prep, customer intros. Operator capital, not financial capital.
30-minute conversation with a partner. No deck required — show us the demo, walk us through the wedge, tell us what you'd build with our check.
We bring 2-3 operators into the room. Customer calls, technical review, market sizing. If we have questions, you get them all at once.
Founders meet our full partnership. Term sheet drafted same day if it's a yes. Clean no if it's a no — with a written rationale.
Wire within 72 hours of signed paper. Day-one we connect you to our portfolio of 600+ companies, scout team, and operator bench.
Building something AI-native and ready for first check? We commit in 14 days. Send the deck, send the demo, or just send the link.
Send your pitch →