Where We Invest

We target opportunities that exist outside the lines—overlooked markets, unconventional founders, and industries primed for transformation through technology.

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Finding Alpha in Overlooked Spaces

We invest at the intersection of tangible impact and technology-enabled transformation, focusing on areas where traditional venture capital is underrepresented.

AI & Automation

We back founders leveraging AI to solve real-world problems in specific industries—not general-purpose solutions, but targeted applications with immediate impact.

  • Industry-specific AI models transforming legacy sectors
  • Workflow automation increasing efficiency by 10x
  • AI-powered decision support for complex domains
  • Computer vision solutions for industrial applications
  • Specialized NLP for regulated industries
47%
Productivity Gain
$15.7T
Global Impact
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Healthcare Innovation

We invest in technologies that improve access, reduce costs, and enhance outcomes across the healthcare spectrum—particularly in overlooked areas.

  • Precision medicine platforms democratizing access
  • Remote monitoring solutions for underserved communities
  • Mental health technology addressing barriers to care
  • Clinical workflow automation reducing provider burden
  • Tech-enabled models for chronic disease management
40%
Cost Reduction
4.2B
Patients Impacted
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Financial Infrastructure

We target solutions that enhance access, efficiency, and transparency in financial markets—particularly for underserved communities and use cases.

  • Embedded finance platforms for non-financial companies
  • Financial inclusion technologies for underbanked populations
  • B2B payment infrastructure streamlining cross-border transactions
  • Risk management tools leveraging alternative data
  • Compliance and regulatory technology reducing friction
1.7B
Unbanked People
$7T
Market Opportunity
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Climate Technology

We support climate solutions with commercial viability today—focusing on implementation-ready technologies with clear business models.

  • Industrial energy efficiency platforms with proven ROI
  • Carbon intelligence software enabling decision-making
  • Supply chain monitoring and optimization for emissions reduction
  • Waste reduction technologies with immediate payback
  • Resource management systems for critical materials
45%
Emission Reduction
$3.3T
Annual Impact by 2030
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Future of Work

We invest in solutions that enhance productivity, enable new work paradigms, and create economic opportunity for overlooked talent pools.

  • Tools enabling distributed, async work across geographies
  • Platforms connecting overlooked talent with opportunities
  • Technology supporting the independent workforce
  • Upskilling and reskilling platforms for evolving economies
  • AI-augmented productivity tools for knowledge workers
65%
Jobs Transforming
$8.5T
Talent Gap by 2030
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Emerging Tech Infrastructure

We back foundational technologies that enable new capabilities across industries—with a focus on underinvested infrastructure layers.

  • Edge computing infrastructure for latency-sensitive applications
  • Specialized computing for AI/ML beyond traditional data centers
  • Cybersecurity infrastructure for emerging threat vectors
  • API-first infrastructure connecting legacy and modern systems
  • Developer tooling for specialized domains
75B
Connected Devices
9.7x
Efficiency Gain
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Our Approach

Investing Outside the Lines

Our contrarian approach seeks opportunities where traditional venture capital is missing the mark—whether due to geography, founder background, or industry complexity.

Beyond Silicon Valley

We actively invest in emerging tech hubs across the U.S. where exceptional talent exists but venture capital is scarce. Pittsburgh, Atlanta, Austin, Columbus—these aren't just "emerging markets," they're producing category-defining companies.

Diverse Founder Backgrounds

We believe innovation thrives with diverse perspectives. We back founders from non-traditional pathways whose unique experiences provide distinctive insights into markets and problems—often overlooked by conventional VCs.

Complex Industry Expertise

Many VCs avoid industries they don't understand. We specialize in complex domains—healthcare, financial infrastructure, climate tech—where deep expertise creates barriers to entry and sustainable advantages.

Tangible Impact Focus

We prioritize investments with measurable real-world impact beyond financial returns. Companies that solve fundamental human needs create more resilient businesses with durable advantages.

Our Impact Matrix

We evaluate opportunities across two dimensions: potential for outsized returns and tangible real-world impact. The most compelling investments score high on both axes.

Low Return Potential
High Return Potential
Low Impact
High Impact
AI
Industry-Specific AI
AI solutions focused on specific industry problems with clear ROI. These companies combine high-impact transformation with massive market potential.
Healthcare
Healthcare Access
Technologies expanding healthcare access to underserved populations while dramatically reducing costs. These investments offer both significant impact and financial returns.
FinTech
Financial Inclusion
Solutions bringing financial services to the 1.7 billion unbanked individuals globally. These platforms tap into massive underserved markets while creating substantial social impact.
Climate
Industrial Climate Tech
Climate solutions with immediate commercial ROI for industry. These technologies offer clear payback periods alongside significant carbon reduction benefits.
Infrastructure
Digital Infrastructure
Foundational technologies enabling the next wave of innovation. These investments create leverage across multiple industries and applications.

Ready to Light the Fire?

Whether you're a founder working on a transformative solution or an LP seeking differentiated returns, we'd love to connect.