A fund built by operators. We back AI-native founders building across Agentic AI, Physical AI & Enterprise — the three dimensions defining the next decade of value creation. Our edge is operational. We have built and scaled the kind of companies we now invest in, and we know what the inflection point feels like from the inside.
Thesis
Agentic AI
AI moving from tool to operator. We back companies building reliable agentic systems in regulated industries — BFSI, clinical workflows, enterprise.
Physical AI
Industrial automation, smart buildings, connected mobility, energy systems. AI applied to the physical world — the industries that define how we live and work.
Enterprise
Every knowledge-intensive industry is restructuring around AI. Workflows, headcount, business models — being rebuilt from the ground up.
Inevitable & overlooked.