Investing in AI, Web3, & Defense tech teams

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Deep Tech Infrastructure Investing

Investment Strategy:

_Infrastructure-first approach (picks and shovels strategy)


_SaaS model priority for predictable revenue


_Focus on technical moats and barriers to entry


_Positioning at the convergence of major tech shifts

Investment Categories:

_AI Infrastructure:
MLOps, development platforms, APIs, edge computing, security


_Web3 & Blockchain:
Development tools, DeFi protocols, interoperability, storage

_Defense & Cybersecurity:
Security platforms, threat intelligence, autonomous systems

Maximizing LP Returns Through Foundational SaaS Platforms

We invest in the foundational SaaS platforms that power AI, Web3, and Defense innovation. By targeting infrastructure over applications, we deliver predictable recurring revenue streams with higher margins and defensible market positions for superior LP returns.

Supporting Metrics:
• 85%+ Gross Margins
• ARR Predictable Revenue
• 3X Market Multiplier

Investor/LP Inquiry

“While others chase applications, we invest in teams building foundational infrastructure that makes them all possible.”

- Richard Braun, General Partner

3x Multiplier

Infrastructure SaaS
Investing in companies who capture value through:

  • API calls, subscriptions, usage fees

    > Example: A payment processing SaaS earns fees on every transaction

  • Taking a percentage from applications built on the platform

    > Example: An AI model API earns on every inference call across hundreds of applications

  • Value increases exponentially as more participants join

    > Example: A blockchain infrastructure earns on every smart contract deployed