The people who run the real world are about to get the best tools they've ever had.
We write the first checks into the founders building them across physical industries.
The demand is here. The foundations aren't.
But the work runs on knowledge that was never written down. It lives in the grid, the plant, the line, with the people who've been there for thirty years, and it leaves when they do.
For decades, software was built for the desk. Operators were left with spreadsheets, clipboards, and systems older than the last person who understood them, because they were never the customer.
Today, they are. There aren't enough experienced people left to do the work.
That changes what's worth funding. Software that captures operational knowledge, shortens the learning curve, and helps the remaining workforce do more is no longer just a productivity tool. It's how the plant keeps running.
A model can make the right decision and still never get deployed. It has to be proven, powered, connected, and integrated into systems designed for a world where people are in charge.
Five years ago, that gap barely mattered. The technology couldn't do enough to hit the limits.
Now it can. And every new capability exposes a new constraint.
That's where the next generation of infrastructure gets built.
We invest at pre-seed and seed in companies that capture operational expertise, extend what operators can do, finance physical work, and build the infrastructure intelligent machines need to run.
Modular clean energy for ships and ports. Zero-emission. Each reactor powers ~15,000 homes.
AI training engine for autonomous machines. Turns limited real-world sensor data into millions of safety-critical test scenarios.
Transportation infrastructure beyond Earth orbit.
Kiswana has spent her career on every side of the enterprise sale.
She built the systems inside the organizations that run critical infrastructure, including National Grid, JPMorgan, and UBS. Then as an investor, she helped startups sell into those organizations, at NVP Capital and Plug and Play.
As a founder, she built a workforce technology company aimed at the manufacturing labor shortage. It's the problem this fund is built on.
From the Buyer's Side
We've sat on the buyer's side of the table. We know how software gets evaluated, bought, and trusted inside the organizations that run critical infrastructure. Our network of industrial operators gives our founders what's hardest to get early: real feedback from the field, first customers, and a path to deployment.
Manufacturing doesn't look like it has a cash flow problem. That's exactly why it does.
"We don't invest in hardware" was a strict rule for software investors. AI is starting to challenge it.
The bottleneck in industrial finance isn't capital, it's infrastructure. Not fintech, but workflow software that makes it possible.