Thesis
AI-native, not AI-added.
We back software companies where the product is built by an AI pipeline and keeps running on AI after launch. Three things have to be true.
What we back
Three things have to be true.
A
AI-built
The product itself is designed and shipped through an AI-driven pipeline, not bolted onto a traditional dev process after the fact.
B
AI-driven
The software keeps working after launch: agents inside the product doing real work, not a chatbot feature wrapped around a static app.
C
Industry-specific
We favor founders solving one industry's real workflow deeply over horizontal platforms chasing every use case at once.