Built for founders and investors.
Practical guidance on building and backing companies in the AI economy. Written from the firm's own experience, for the people doing the work.
A practical primer on syndicates and SPVs
How co-investing actually works, what to check before you commit, and why a syndicate-to-fund path compounds.
Reading a seed-stage team
At the seed stage you are underwriting people, not numbers. Here is what to actually read for.
Diligencing an AI company from first principles
How to separate a real capability shift from a wrapper, and the one test that sorts durable companies from features.
Building borderless from day one
How to assemble teams, customers, and capital across markets, and the practical pitfalls that catch first-timers.
Default alive: capital efficiency in 2026
Runway discipline when intelligence is cheap, pricing into the labour budget, and how to know when to raise.
Distribution is the moat now
When capability is cheap and copyable, the scarce things are distribution and trust. Build for those.
Hiring the first ten in an AI-native company
Why leverage beats headcount, which roles matter first, and how to hire across borders without breaking the team.
Finding product-market fit when the models keep moving
How to build durable value above a model layer that gets better, and cheaper, every few months.
Raising your first round in 2026
What has actually changed about seed fundraising, and how to run a process tight enough to win on your own terms.
Compound alongside us.
Co-invest in select opportunities today; grow into the fund as conviction and track record compound.
Capital at the speed of building.
We back software, fintech, and AI-native companies anywhere in the world - and work like a co-founder, not a board observer.