We invest in the intelligence layer that unlocks constrained compute, energy, and industrial infrastructure in the AI era.

Beliefs

The world's critical infrastructure is underbuilt and under-optimized. The energy transition, AI buildout, and reshoring of manufacturing are accelerating demand on systems that weren’t designed for the AI era. Problems once manageable have become impossible to defer.

In this accelerated cycle, companies that win won't be the ones that build the most – they'll be the ones that optimize the best. Every watt reclaimed, every idle asset utilized represents durable value.

That's why we back early-stage founders with software-first solutions to critical bottlenecks — and connect them with the right investors and customers to build businesses as durable as the problems they're solving. Across energy, computing, and industrial systems, this means less waste, greater reliability, and higher output.

What We Back

Scalable, asset-light technology companies in North America; from pure software to light hardware enabled solutions. Typically companies that are post-MVP, have early success with paying customers, and are raising rounds of $2M–$5M.