Energy
Advanced nuclear, grid-scale storage, next-generation energy infrastructure. The transition requires new physics, not just new policy.
Investment Thesis
New science and engineering create opportunities to build massive companies and create a better future. We're here to do both.
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.
We're a family office. We invest our own money, make our own decisions, and answer our own email. We're here to build huge companies that improve the world.
Advanced nuclear, grid-scale storage, next-generation energy infrastructure. The transition requires new physics, not just new policy.
Cell therapy, protein design, computational biology, diagnostics, regenerative medicine. Biology as an engineering discipline.
Advanced semiconductors, alternative materials, novel manufacturing. Physical breakthroughs that unlock technology categories that didn't exist before.
In-space manufacturing, new launch economics, orbital infrastructure. The commercialisation of space is not a metaphor — it's happening now.
Carbon removal, reforestation at scale, industrial decarbonisation. Not offsets — actual solutions, built from first principles.
AI applied to drug discovery, protein folding, materials simulation. Compute as a scientific instrument, not just a product layer.
Autonomous systems, sensing, cybersecurity, dual-use technologies. The best defence tech starts as breakthrough science with commercial applications.
Industrial automation, autonomous vehicles, manipulation, perception. Machines that operate in the physical world, not just the digital one.
These aren't hard lines. If you're building something genuinely hard and important — quantum, fusion, something we haven't named yet — we want to hear about it.
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.
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.
Deep tech broadly — nuclear, energy, biotech, materials, space, climate, defence, robotics, and AI applied to hard science. The common thread is new science and engineering, not a specific vertical.
Yes — North America broadly. Geography matters less than whether we can be genuinely useful to you.
Intros to other great deep-tech investors we co-invest with, and mentorship from someone who's scaled a startup to a multi-billion dollar public company. Beyond that, we stay out of your way and let you build.
Yes. We back fund managers with deep sector expertise or access to founders we wouldn't reach on our own. If you're raising a fund aligned with this thesis, reach out.