This landscape demands a different kind of partner.

The physical economy is being rebuilt from the ground up. We back relentless founders applying technology to the systems that run it: critical minerals, infrastructure and energy, manufacturing, logistics and transportation, and commerce infrastructure.

We invest from inception through seed, writing first checks of $500K to $2.5M for 8–12% ownership. We're based in North America and Europe, and open to exceptional founders anywhere in the world.

Beyond capital, we show up for the work. We move fast, think in decades, and back conviction over consensus. Whatever the build requires, we're in: customers, hiring, strategy and pricing, product and AI, regulation, follow-on capital. We draw on our domain expertise and network built over a decade in the physical economy.

If that sounds like the kind of partner you're looking for, we want to meet you.

We back founders who challenge convention and build with conviction. Our values shape how we invest, support, and show up.