We lead pre-seed software investments to amplify founder energy to launch cutting-edge products and build impactful, global businesses. We’re at the beginning of an exciting new cycle of business-led innovation after a decade of high-tech investment that has unleashed new capabilities powered by machine learning, continuous data and cloud platforms. Our investment thesis is focused on a sector we call Intelligent Industry Solutions, the applied use of deep tech within enterprise applications and platforms. These solutions create meaningful new value in three primary ways: 1. Accelerating enterprise productivity, driving top-line revenue 2. Creating sustainable competitive differentiation through data network effects 3. Transforming markets through radical, system-level efficiency gains
