Weekly on our Substack, we analyze specific macro topics through a bottom-up lens. We define a particular macro trend, explain why it matters, and then highlight the specific technological & geopolitical components that facilitate its continued development.
We invest where inevitable macro trends meet technological paradigm shifts. We back founders who move with the highest degree of urgency and integrity.
Our approach to Growth combines GTM introductions/support with CFO-grade financial guidance, creating a repeatable playbook to help our companies succeed.
We’re at a unique inflection point in history – geopolitical relationships are shifting and populations are aging, creating critical gaps in our economy’s backbone. At the same time, AI represents a technological paradigm shift that has the potential to not just bridge those gaps, but rewire entire industries. We focus on the sectors that are most likely to be disrupted and where value creation will be greatest.
Improving speed, reliability, and access to the global economy
Better physical, software, and data infrastructure to drive productivity
Stronger infrastructure to support patient care, drug development, and at-home health.