Investment Thesis

We invest
before consensus forms.

We invest at the earliest stages in science-driven companies solving the world's most consequential problems.

Example Sectors
01 / Sector

Advanced Materials

From metamaterials to programmable matter — the scientists rewriting what “stuff” can do.
02 / Sector

Photonics & Quantum

Computation, sensing and communication at the limits of physics. The next infrastructure layer.
03 / Sector

Synthetic Biology

Living systems as engineered platforms for medicine, food, materials and clean energy.
04 / Sector

Robotics & Automation

Embodied intelligence for the factory floor, the farm, and the places humans cannot go.
05 / Sector

The Space Economy

As the cost per kilogram to orbit drops, the world gains a new frontier economy.
06 / Sector

Alternative Data

More forms of data will be needed to enhance AI and robotics.