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.
The demand is here. The foundations aren't.
The knowledge that keeps a plant running was never written down. It lives 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 what an experienced operator knows, shortens the learning curve, and expands the capacity of the existing workforce isn't a productivity tool anymore. It's how the plant keeps running.
Nothing new runs unsupervised until someone is willing to trust it. Trust requires evidence that mostly doesn't exist. It also requires power, and there isn't enough of it.
Five years ago, these weren't the constraints. The models weren't capable enough to earn trust, electricity demand wasn't straining the grid, and nobody was asking intelligent systems to run unsupervised. All three changed at once.
These have become strategic infrastructure. They determine which technologies leave the pilot and which remain there.
We back companies that capture operational expertise, augment human capability, and build the foundations for intelligent systems.
AI training engine for autonomous machines. Turns limited real-world sensor data into millions of safety-critical test scenarios.
Modular clean energy for ships and ports.
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.
Manufacturing doesn't look like it has a cash flow problem. That's exactly why it does.
Machines drive billions in economic activity every day on rails built for humans. They need their own infrastructure.
The bottleneck in industrial finance isn't capital — it's infrastructure. Not fintech, but workflow software that makes it possible.