Family Office / Early Stage Investments
Human Capital
Flywheels.
We invest in AI-native proptech where AI creates slack, freeing humans for creative and relationship-intensive work that compounds investment returns.
Investment Thesis
Systems That Create Capacity, Not Just Efficiency.
For decades, software gave service industries digital file cabinets and asked humans to babysit them: updating tickets, syncing systems, translating messy reality into rigid forms. Foundational AI inverts this. For the first time, machines can absorb the bureaucracy, freeing operators for judgment, relationships, and work that compounds.
Your Domain Is Your Moat
We seek founders with deep industry experience in overlooked verticals. Your intimate knowledge of byzantine workflows, regulatory friction, and customer pain is an advantage no generalist can replicate. These industries carry decades of accumulated paperwork surface area: work that exists only because software never fully matched reality. That's where AI has leverage.
Systems of Intelligence
The last software wave gave operators digital file cabinets and asked humans to babysit them. AI creates systems that absorb the bureaucracy: extracting structure from messy inputs, keeping records coherent, producing documentation without human translation. The goal isn't a faster hamster wheel. It's creating slack that teams can reinvest in work that compounds: mentorship, prevention, relationships.
Solving Non-Discretionary Pain
We invest in AI that automates core, unavoidable workflows: scheduling, estimation, communication, compliance. Not features operators have to learn, but infrastructure that disappears. The measure isn't AI usage metrics. It's downstream signals: faster ramp times, fewer escalations, and operators who spend their days on judgment and trust, not tool choreography.
How We Work
We write checks and code.
Home Services
$600B in annual service calls. Scheduling and dispatch are still phone and clipboard. We bring CTO-level architecture review and licensing compliance expertise to help founders navigate fragmented state regulations.
Skilled Trades
Estimation takes hours. Job costing is guesswork. AI changes both. Our technical depth helps founders build defensible AI models while our legal counsel navigates contractor licensing and liability frameworks.
Real Estate
18 parties touch one transaction. Most still fax. We understand RESPA, state escrow requirements, and title insurance compliance, and can architect systems that satisfy regulators from day one.
Tokenization
Fractional ownership. Programmable equity. Settlement in minutes. Our securities law expertise and technical background help founders structure compliant offerings while building robust blockchain infrastructure.
Insights
Perspectives on AI & Investing
The Human Capital Flywheel
The compounding value of AI shows up when automation buys headroom, and leadership refuses to refill it with more tickets.
Pointing Humans at Humans Again
The most valuable AI use-case isn't smarter answers. It's deleting the machine-facing work we forced humans to do.