We don’t start with the category. We start with the founder and the insight.

At seed, we’re looking for founders who see something important before the rest of the market does. A deep, non-obvious insight into how a technology, market or industry is changing, and a reason they might be uniquely right to solve it.

Over time, those investments have naturally clustered around a handful of areas where we’ve developed experience and conviction: compute + infrastructure, developer + agent infrastructure, AI-native software, security + trust, robotics + physical AI, and bio + health.

These categories help describe the portfolio but they don’t define where we look next.