FAMILY OFFICE FOCUSED ON EARLY STAGE INVESTMENTS
Asymmetric Opportunities.
Underserved Verticals.
We partner with founders applying AI to transform niche industries—creating significant value where others aren't looking, often leveraging next-generation, open financial infrastructure.
Investment Thesis
Where we see opportunity
AI-Augmented Software
We invest in products that leverage AI/LLM capabilities to solve complex problems with elegant, scalable solutions.
Underserved Verticals
We focus on niche markets overlooked by traditional VCs but ripe for innovation and digital transformation.
Technical Founders
We back technical teams with deep domain expertise who can build and iterate quickly in evolving markets.
Sustainable Growth
We prioritize capital-efficient businesses with clear paths to profitability over growth-at-all-costs models.
AI on Open Monetary Rails
We explore opportunities where AI intersects with secure, open blockchains like Bitcoin, utilizing technologies such as Lightning and Cashu for novel payment solutions and financial services in underserved markets.
Our Approach
We're not just investors—we're builders and operators who understand the technical challenges of creating software products that deliver exceptional value.
Our investment decisions are guided by firsthand experience in developing and scaling software businesses that leverage emerging technologies.
- Hands-on technical support when needed
- Network access to customers and partners
- Strategic guidance on product and go-to-market
- Long-term capital without artificial timelines
Focus Areas
Applying AI to Main Street & Service Industries
AI for Small Business Operations
Empowering local businesses with AI tools for marketing, customer service, and operational efficiency, including access to innovative payment solutions via open networks like Bitcoin, Lightning, and Cashu.
Intelligent Hospitality Tech
Transforming guest experiences and hotel management with AI-driven personalization, booking optimization, and smart amenities.
AI-Enhanced Service Companies
Boosting productivity and service quality for field services, trades, and professional services through AI-powered scheduling, diagnostics, and client interaction.
Next-Gen Local Commerce
Revitalizing local retail and e-commerce with AI tools for personalized recommendations, supply chain optimization, and hyper-local marketing.
Insights
Perspectives on AI, investing, and building in underserved markets
The Untapped Potential of AI in Underserved Markets
How artificial intelligence is creating new opportunities in overlooked industries
Read moreVertical SaaS: The Next Frontier for AI Integration
Why industry-specific software platforms are prime for AI transformation
Read moreBuilding for Sustainability: Growth Without the Burn
Capital efficiency strategies for AI startups in niche markets
Read moreTechnical Founders: The Edge in AI-Powered Startups
Why deep technical expertise matters more than ever in the AI era
Read moreBuilding Something Exceptional?
We're always looking to connect with technical founders leveraging AI to create value in underserved markets.
Get in Touch