A founder-first incubation studio — pairing technical conviction with operating muscle to turn nine-month bets into category-defining companies.
The Portfolio
Nine teams across nine sectors. Click any card to read the full story.
We don't fund products — we back the operator. The studio is your second team for the first nine months.
Every bet starts inside our research lab. Memos before mockups. Conviction before capital.
Engineering, design and GTM in the room with you — until the company is ready to leave the nest.
From the research lab
Our research team publishes long-form theses on the markets we believe will move in the next decade. The strongest memos graduate into the studio — and then into the portfolio you just read.
Ten weeks. Pre-product to pre-seed. No deck required — just the conviction and the rough shape of what you want to build.