How We Invest
Founder-friendly capital, structured around the realities of building a DeepTech company. No surprises, no hidden terms, no board control.
What We Look For
DeepTech, Not Apps
We back companies with defensible technical moats — robotics, AR/VR, frontier AI, mobility, cybersecurity, and next-gen infrastructure. If a weekend hacker could build it, we're not the right fit.
Technical Founders First
At least one founder must own the technology end-to-end. We're partial to PhDs, ex-FAANG architects, and operators who shipped category-defining systems before going independent.
Enterprise Pain, Global Scale
We invest where the buyer is a Fortune 1000 enterprise or a sovereign infrastructure operator. ARR potential of $100M+ within five years is the bar.
Capital-Efficient by Design
We optimize for founders who can reach $1M ARR on under $2M raised. Burn discipline is a feature, not a constraint.
What Happens After You're In
Foundations
- Founder onboarding and team alignment workshops
- Investor narrative and pitch architecture
- Legal, cap-table cleanup, and IP protection review
Build & Validate
- Product velocity sprints with senior engineering mentors
- 10 customer-discovery calls per week
- Design partnerships with enterprise pilots
Go-to-Market
- Pricing, packaging, and outbound playbooks
- Hiring strategy for first 3 critical roles
- Series A storyline and metrics build-out
Demo Day & Fundraise
- Pitch rehearsals with top-tier VCs as judges
- Demo Day to 400+ investors (in-person + livestream)
- Warm introductions to lead investors for your round
From Application to Wire in 30 Days
10-minute application. We read every submission within 14 days.
30-min video screen with a partner. Thesis fit and founder–market signal.
Technical diligence, customer references, and a working-session sprint.
Full partnership decision within 7 days of the deep dive.
Term sheet signed and funds wired within 10 business days.
Ready to build something defensible?
Applications for Cohort 13 close March 20, 2026. We review on a rolling basis — earlier applications get more diligence time.
Apply for Funding