Why we invest
in agentic AI.
Our conviction in plain language — no jargon, no hedging. This is what we believe, why we believe it, and where we put capital.
SMBs are the largest underpenetrated demand layer for practical AI.
Enterprise AI has captured most of the narrative and most of the capital. But small and medium-sized businesses — the 99% — represent a far larger, far less served opportunity.
These businesses desperately need operational leverage. They're running lean teams, drowning in repetitive tasks, and can't afford enterprise-tier solutions built for Fortune 500 IT departments.
Agentic AI — systems that execute complete workflows autonomously — is uniquely suited to this market. No enterprise infrastructure required. Immediate ROI. Fast to deploy.
This is the gap. This is where we invest.
Agentic, Not Assistive
We don't back chatbots or co-pilots. We back agents that take action — booking, billing, reporting, outreach — with minimal human in the loop.
Built for SMBs
Practical, affordable, fast to deploy. No enterprise IT budget required. Products that deliver clear ROI in weeks, not quarters.
Operator-Led Diligence
We've built and scaled inside the verticals our portfolio companies serve. We evaluate products the way their customers do.
Contrarian Timing
While capital chases enterprise AI, the SMB layer is underpriced and underserved. We're investing now, before the consensus catches up.
Agentic AI. Full stop.
We invest exclusively in companies developing AI agents and autonomous systems. No hedging, no theme drift — pure conviction in the agentic layer.
Autonomous Workflow Agents
AI systems that execute complete business processes end-to-end without requiring human intervention at each step.
Decision Automation
Agents that analyze data, apply business logic, and take action autonomously — replacing manual decision-making across operations, sales, and finance.
Operational AI Platforms
Horizontal platforms that let SMBs deploy, manage, and monitor AI agents across their operations without dedicated AI or engineering teams.
Revenue-Generating Agents
AI agents that directly drive top-line revenue — outbound prospecting, follow-up, upsells — operating continuously without human sales involvement.
Compliance & Ops Agents
Specialized agents for high-stakes operational functions where accuracy and audit trails matter — ideal for regulated SMB verticals.
Vertical-Specific Agents
Domain-specific agentic products purpose-built for a single SMB vertical — deeply integrated, high switching costs, hard to replicate.