Early-stage investors in Physical AI.

Physical AI isn't software applied to hardware. It's systems that perceive their environment, reason about the physical world, and act with precision. These companies solve problems software alone cannot, and they need investors who understand both the AI and the physics.

We've backed teams from earliest stage through scale across robotics, autonomous systems, manufacturing, chip design, and the infrastructure enabling physical intelligence. You get venture capital plus operational partnership: enterprise relationships that connect you to the operators adopting your technology, and the expertise to navigate hardware cycles, physics-level debugging, manufacturing complexity, and proving AI works reliably in the real world.

Areas of Interest

Robotics & Autonomous Systems. Teams building systems that perceive, learn, and act independently in unpredictable real-world environments.

Manufacturing & Precision. AI-powered optimization and automation that improves yield, reduces defects, or unlocks new production capabilities.

Infrastructure & Logistics. Autonomous systems that move goods, optimize warehouse operations, inspect assets, or make supply chains intelligent and resilient.

Enabling Infrastructure. Foundational compute, software, or chip advances that unlock the next generation of physical AI capabilities.

Defense & Resilience. Physical AI for critical infrastructure protection, supply chain resilience, and defense operations (we do not invest in weapons).

Deep Tech & Frontier AI. Fundamental breakthroughs in computer vision, simulation, reasoning, or AI that enable entirely new categories of physical intelligence.