Transformation through application.
We invest in the transformation of fundamental industries and processes
Our Thesis
We live in a golden age of innovation as new technologies, from machine learning to quantum computing, enable unprecedented advancements. But for innovation to result in transformation, an application layer - a means of integrating new technologies into established systems - is required. This is particularly true for the fundamental industries that underpin our global economy. For these complex networks, processes are the entry point of transformation.
We invest in the transformation of fundamental industries and processes.
We invest in companies that embody the following
Dual Use Technologies
Companies that are supportive of national defense efforts with the opportunity to capture growth in the commercial sector.
Fundamental Industries
Innovating legacy industries that are rooted in the industrial sector. Modern startup building transformational technology and operations analogous to the intercontinental railroads for transportation or Haber Bosch formula for agriculture.
Strategic Capital Mix
The genesis of VC included financial capital and human resources from public universities, private investors, and government agencies working together.
Portfolio
We prefer to co-invest in early stage companies while holding ample reserve capital for follow on opportunities.
