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.

Thesis

The demand is here. The foundations aren't.

Labor · The demand
Infrastructure · The constraint
What we back
Labor · The demand
The fear was always that automation would replace the workforce. On the plant floor, it's the opposite: the workforce is leaving faster than anyone can replace it, and automation is arriving to keep the work going.

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.

Infrastructure · The constraint
Technology can finally take on more of the work. But the world around it wasn't built for that.

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.

What we back

We back companies that capture operational expertise, augment human capability, finance physical work, and build the foundations for intelligent systems.

Kiswana Browne — Spotlight
Kiswana Browne
Kiswana Browne
Founder & Managing Partner

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.

Kauffman Fellow, Class 29. Chicago Booth MBA. Based in Los Angeles.

From the Buyer's Side

We help founders navigate customer learning, product decisions, and the path from promising technology to trusted deployment. Our perspective is shaped by years spent understanding how software is evaluated, purchased, and ultimately trusted—and by direct relationships with the industrial operators responsible for those decisions.