We back the systems that power the real world.

Early-stage venture capital for physical industries.

Our Perspective

America is rebuilding its physical economy faster than it can staff it.

Labor · The demand
Infrastructure · The constraint
What we back
Labor · The demand
Automation isn't arriving to replace the workforce. It's arriving because the workforce already left.

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.

Infrastructure · The constraint
Deployment depends on foundations that were never built.

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.

What we back

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

TEAM

Meet Our Founder

Operator turned investor with unique market acumen.

Insights

Manufacturing doesn't look like it has a cash flow problem. That's exactly why it does.


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