Our Thesis
We back founders solving hard technical problems in open finance, applied AI, spatial computing, and education technology.
Our thesis: AI agents need payment rails. Traders need algorithmic infrastructure. Learners need technical depth from operators. We invest in the protocols, platforms, and systems enabling this shift -- companies building foundational technology, not features.
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"What would nature do?"
Our guiding principle for sustainable innovation
Core Principles
The philosophical foundations that guide our investment decisions.
Systems-Level Thinking
Like natural systems, the best technologies achieve efficiency through simple, composable components that scale organically.
First Principles Analysis
Strip away assumptions to fundamental truths. The best founders question industry conventions and rebuild from physics and economics.
Incentive Architecture
Back companies where all stakeholders win by default. When incentives align naturally, regulation and trust become features, not friction.
Technical Moats
We invest in hard technical problems—patents, novel algorithms, network effects—not marketing-driven differentiation.
Company Development
Pre-Seed
Idea validation, team formation, early MVP
Seed
Product-market fit, initial traction, key hires
Scale
Scale support for top performers
Frequently Asked Questions
We work with technical founders at all stages—from early concept through growth. The ideal timing varies: early-stage founders benefit from architecture advisory, while growth-stage companies often need fractional technical leadership or strategic guidance.
Four core areas: (1) Open Finance -- AI trading, stablecoin payments, and tokenized financial rails, (2) AI-Native Products -- applied AI for trading agents and developer tools, (3) EdTech & Applied Learning -- technical education in AI, blockchain, and product development, and (4) Spatial & Emerging Platforms -- VisionOS, Meta Quest, and next-platform experiences. If you're building in these spaces, we want to talk.
We offer flexible engagement models from short-term architecture sprints (1-2 weeks) to embedded fractional advisory (3-6 months). Most engagements start with a discovery call to understand your needs, followed by a scoped proposal. Pricing varies based on engagement type and duration.
We're operators, not just advisors. We've built the systems you're building—from AI trading infrastructure to payment protocols. You get hands-on technical support from founders who've scaled FinTech platforms, not generic business advice.
Our advisory services are typically compensated through professional fees. For deeper, longer-term partnerships involving embedded technical leadership, we may discuss equity arrangements, but this is evaluated case-by-case based on the engagement scope.
Technical founders building in open finance, AI-native products, EdTech, or spatial computing who value operator expertise. We work best with teams that have budget for professional services and are ready to move quickly. If you need hand-holding, we're not the right fit. If you need battle-tested operators to help you execute faster -- let's talk.
Let's Build Together
If you're building something that aligns with our thesis, we'd love to hear from you.
For institutional inquiries, contact us directly