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.