01
Nuclear &
Energy
Energy
Advanced nuclear, grid-scale storage, next-generation energy infrastructure. The transition requires new physics, not just new policy.
Investment Thesis
New science builds
massive companies.
New science and engineering create opportunities to build massive companies and create a better future. We're here to do both.
What We Believe
We bet on technologists
who will do both.
01 / What We Back
Science and engineering
that matter.
Nuclear. Biotech. Materials. Energy. Space. We back the scientists and engineers building things that change what's possible. The harder the problem, the more interested we are.
02 / Why We're Different
Our own capital.
Our own timeline.
We're a family office. No LPs, no fund cycle, no investment committee. One person makes the call and answers their email. We're here to build huge companies, not manage a portfolio.
Focus Areas
Where we spend our
thinking time.
These aren't hard lines. If you're building something genuinely hard and important — advanced defence, quantum, something we haven't named yet — we want to hear about it.
02
Biotech &
Health
Health
Cell therapy, protein design, computational biology, diagnostics, regenerative medicine. Biology as an engineering discipline.
03
Materials &
Hardware
Hardware
Advanced semiconductors, alternative materials, novel manufacturing. Physical breakthroughs that unlock technology categories that didn't exist before.
04
Space &
Frontier
Frontier
In-space manufacturing, new launch economics, orbital infrastructure. The commercialisation of space is not a metaphor — it's happening now.
05
Climate &
Planetary
Planetary
Carbon removal, reforestation at scale, industrial decarbonisation. Not offsets — actual solutions, built from first principles.
06
AI &
Computation
Computation
AI applied to drug discovery, protein folding, materials simulation. Compute as a scientific instrument, not just a product layer.
FAQ
Common
questions.
What stage do you invest at?
Angel, Pre-Seed, and Seed. We like to be among the very first cheques in. The earlier the better — that's where we add the most and take the most.
Do you lead rounds?
Occasionally. We're just as happy co-investing alongside a lead. If you need one and we believe in the company, we'll help you find the right people.
What sectors do you focus on?
Deep tech broadly — nuclear, energy storage, biotech, materials, computational biology, space, climate. The common thread is hard science, not a specific vertical.
Do you invest outside Canada?
Yes — North America broadly. Geography matters less than whether we can be genuinely useful to you.
How do you help beyond capital?
Introductions to co-investors, Shopify alumni network, product strategy, recruiting senior technical talent, and a portfolio of founders who've been through similar things and will pick up the phone.
Do you invest in other funds?
Yes. We invest as an LP in select deep-tech focused funds. If you're building a fund aligned with this thesis, reach out.
Does this sound like
your company?
your company?