Frontier & emerging tech
These investments are a smaller slice of our portfolio by design. We partner when the team has rare technical credibility, a near-term commercial anchor, and a capital plan that matches hardware or long R&D cycles.
Themes
Questions?
What we look for in frontier & emerging tech
- Founders with domain depth and a pragmatic milestone path—customers, contracts, or flight heritage—not only lab demos.
- Understanding of capex, supply chain, and regulatory constraints; financing strategy aligned with technical gates.
- A wedge application that funds the platform: one vertical or use case that pays before the full vision lands.
Robotics, autonomy, space infrastructure, and novel compute can reshape industries; we underwrite them with tighter filters and often alongside specialist co-investors. If you are raising seed or Series A and fit this profile, introduce yourself with technical appendix and commercial evidence.
Across every theme, we apply the same partnership bar: thesis we can defend, diligence you can predict, and support that compounds after close. Share your deck when you are ready to talk about the round.