Our Mission
Steady currents. Enduring companies.
We invest $1M–$25M in seed through Series B rounds for AI-native companies disrupting massive markets. Our compass points toward technical founders with 10× insight into problems worth solving.
Conviction-Led Investing
We lead rounds with deep technical diligence. Every investment starts with a thesis — not a trend. Like navigators reading the currents, our partners have built and scaled companies, charting risks others won't.
Steady Through Every Storm
We show up at midnight when production is down. We've been operators ourselves, and we bring that urgency to every portfolio company — from recruiting to go-to-market to board strategy.
Connected Across Every Shore
Our portfolio spans 20+ countries with deep networks across Silicon Valley, London, and Sydney. Every founder gets access to our full ecosystem of customers, talent, and co-investors.
Focus Areas
Where we invest
Six sectors where AI creates transformative value — each backed by deep domain expertise.
Artificial Intelligence
Foundation models, AI infrastructure, developer tools, and MLOps platforms reshaping how software is built and deployed.
Enterprise & B2B SaaS
Vertical and horizontal SaaS powered by AI — from automated workflows to intelligent analytics for every industry.
Consumer & B2C
AI-native consumer products redefining creativity, productivity, health, and education for billions of users.
Security & Infrastructure
Cloud-native security, data infrastructure, and developer platforms that form the backbone of modern computing.
Health & Bio
Computational biology, clinical AI, drug discovery, and precision health platforms accelerating breakthroughs in human health.
Frontier & Deep Tech
Autonomous systems, robotics, quantum-adjacent computing, and foundational research pushing the boundary of what's possible.
Get in Touch
Let's start a
conversation
Whether you're a founder with a breakthrough idea, an LP interested in our fund, or simply want to connect — we'd love to hear from you.
Offices
San Francisco · New York · London · Stockholm · Sydney