Newport Beach-based venture platform led by a seasoned founder-operator. Backed by experienced venture partners with proven track records.
We invest strategically in next-generation vertical technology companies. Focus on breakout stages with validated traction and demonstrated market demand.
Investment Philosophy
Capital deployment when timing and traction converge with upside viability. Flexible capital structures focused on real market signals.
Proven Traction
Revenue velocity and customer retention matter. We invest when demand signals are clear and repeatable.
Right Timing
Entry when downside risk has diminished. Momentum becomes visible and measurable across key metrics.
Upside Alignment
Capital deployed post-inflection for accelerated growth. Strategic positioning for optimal risk-return profiles.
Sector Focus
Six strategic verticals defining the future of technology infrastructure. Each sector represents multi-trillion dollar addressable markets.
01
Next-Gen Computing
*OpenAI
Specialized compute platforms enabling scalable AI, sovereign systems, and next-generation infrastructure architecture.
02
Defense AI
*Anduril Industries
AI-driven software and hardware platforms supporting defense, intelligence, autonomy, and national security operations.
03
Aerospace & Transportation
*SpaceX
Space-based and terrestrial infrastructure enabling communications, sensing, logistics, and transportation systems.
04
Critical Materials & Energy
*X-energy
Strategic materials and energy platforms supporting electrification, AI infrastructure, defense, and industrial resilience.
05
Fintech Infrastructure
*Ripple
Core financial and digital currency infrastructure powering payments, compliance, risk, and embedded financial systems.
06
Robotics & Automation
*Figure AI
Software-defined robotics platforms addressing labor constraints and operational efficiency across multiple industries.
Sourcing Network
Proprietary access through multi-layered relationships. Traction-signal frameworks detect momentum early.
1
VC Referrals
Established relationships with leading venture firms and domain experts across sectors.
2
Founder Network
Direct founder referrals and strategic industry partnerships with proven operators.
3
Signal Detection
Proprietary frameworks identify early momentum signals and inflection indicators.