Our
Thesis
We back technical founders building the computational substrate of the next economy. Our conviction stems from pattern recognition across technology cycles and deep domain expertise in frontier computing paradigms.
The Computational Transformation
We are in the early stages of a fundamental shift where computation becomes ambient, intelligent and deeply integrated into physical systems.
This transformation spans artificial intelligence, quantum computing, biotechnology, advanced materials and autonomous systems. Unlike previous technology cycles driven by connectivity or mobility, this wave is characterized by the convergence of multiple exponential technologies creating entirely new categories of value creation.
Infrastructure Over Applications
Our investment philosophy prioritizes infrastructure and platform technologies over consumer applications.
The most enduring value is created by companies that become essential building blocks for entire industries rather than end-user experiences. We focus on developer tools, computational platforms, hardware-software systems and protocol layers that enable thousands of other companies to build upon.
Technical Moats and Defensibility
In rapidly evolving technology markets, sustainable competitive advantages must be rooted in technical depth rather than market positioning.
We seek companies with proprietary algorithms, unique datasets, specialized hardware capabilities or novel system architectures that create genuine barriers to entry. The strongest moats emerge from the intersection of deep scientific knowledge and engineering execution.
Market Timing and Adoption Curves
Our investment strategy targets technologies that are scientifically proven but commercially nascent.
This timing allows us to partner with exceptional teams during their formative stages while avoiding the valuation premiums that accompany market validation. We look for early signals of product-market fit through enterprise pilot programs and research collaborations.
Global Innovation Networks
Innovation in frontier technologies increasingly occurs through global networks of research institutions, technology companies and entrepreneurial teams.
We maintain deep relationships across European research universities, Silicon Valley technology companies and emerging innovation hubs worldwide. This network provides us with early visibility into breakthrough research and access to exceptional talent.
Capital Efficiency and Scale
Modern technology companies can achieve unprecedented scale with relatively modest capital requirements compared to previous industrial cycles.
We focus on businesses that can demonstrate clear paths to profitability and sustainable unit economics, even in capital-intensive sectors like robotics and biotechnology. Our approach emphasizes revenue efficiency and gross margin expansion.
Ready to build
the future?
We partner with exceptional founders at the intersection of deep technology and market opportunity.