Thesis

Where our edge comes from

Experience compounds. Our cohorts are 80%+ repeat founders with deep domain expertise. They move faster, hire better, and avoid early dilution.

Zero‑equity funnel → privileged access. We earn trust first via 72‑hour retreats, then invest. This eliminates adverse selection and secures MFN & pro‑rata.

First money in. Double down on the ones that take off. ~$100k starters across ~40 companies at formation; $500k–$1.5M core positions into ~12 with traction. Target 20–30% of the fund into breakouts.

Concentrated ownership. We optimize for early ownership with room to follow, not spray‑and‑pray.

What this means for LPs
  • Proprietary deal flow from an invite‑only, zero‑equity community founders love.
  • Early allocation in hard‑to‑access AI teams; ability to double down post-signal.
  • Disciplined pacing and reserves with strong governance.