A rocket on its launch pad at dusk, its service towers in silhouette.

Capital

Early-stage investment.

We invest in early-stage AI companies with a clear customer need and a credible path to growth.

Our thesis

We look for businesses that can turn a useful AI product into lasting customer demand.

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  • Models

    An advantage
    beyond the model.

    We look for data, customer relationships and distribution that remain valuable as models improve and become easier to access.

  • Production

    Reliable performance
    in daily use.

    A product must earn its place in daily work through dependable results, manageable costs and clear ways for customers to check its output.

  • Founders

    Founders who know
    their market.

    We back founders who understand the problem firsthand, know how to reach customers and use early evidence to make better product decisions.

Lines of code on a monitor in a dark room.

Experience founders can put to work.

We help founders work through product decisions, technical tradeoffs and operating costs, drawing on what we learn building Praus, Lost Tribes and client systems.

  • Products

    Praus and Lost Tribes give us experience developing AI tools that people use directly.

    Explore products 
  • Deployments

    Client engagements show us what it takes to introduce and operate AI inside an organization.

    Explore deployments 

Capital

Tell us what you are building.

Share the problem you are solving, what you have learned from customers and where the company stands today.

Who we invest in
Early-stage companies building with AI.
Investment size
$0–$5M per company.
What founders get
Capital, product judgment and practical support from the lab.
What we look for
Direct experience of the market, a clear path to customers and the discipline to build for production from the first release.