# Hubtree Ventures > Intelligence-led capital for the AI economy. Borderless by design. Hubtree Ventures is a global, operator-led investment firm backing the architects of software, fintech, and applied intelligence, from first conviction to compounding scale. Hubtree invests primarily in Applied AI and Software and in Fintech and Capital Infrastructure, with adjacencies in Commerce and On-Demand, Future of Work, and Interactive and Gaming. The firm is borderless by design, with a portfolio spanning North America, Latin America, and South Asia. It operates a syndicate-to-fund model: leading and co-investing through syndicated vehicles today, and graduating into committed fund structures as track record compounds. ## Thesis - Intelligence is the new infrastructure: every category is being re-founded on AI. - Money is being rewritten in software: fintech is moving from apps to infrastructure. - The best companies are borderless: breakout companies now emerge everywhere. ## Key pages - [Thesis](/thesis): the three convictions and focus sectors. - [Model](/model): how the firm decides to invest, from first principles, and how it discovers, shortlists, and backs companies. - [Portfolio](/portfolio): companies, operating brands, and seed-stage bets. - [Insights](/insights): essays on AI, fintech, markets, and where the world is going. - [Library](/library): practical guidance for founders and investors. - [Connect](/connect): inbound for investors (LPs) and founders. ## Notes - The founding partner is anonymous on the public site; the detailed track record is shared with prospective investors privately under NDA. - Contact: partners@hubtree.ventures