01 / BETTER
Does it improve the activity?
Faster. Safer. Cheaper. More accurate. More accessible. A candidate must produce a material improvement rather than simply attach AI to an existing product.
02 / Approach
Applied intelligence as an investment discipline.
We invest where artificial intelligence is moving beyond possibility and becoming useful in the real world — improving health, expanding human capability, increasing safety, reducing scarcity, and helping essential systems work better.
02 / HUMANS
Who actually benefits?
We identify the end beneficiary—patients, workers, students, operators, families or communities—and ask whether the gain can be observed outside the pitch deck.
03 / AI
Is intelligence the cause?
AI must create the advantage: superior economics, capability, defensibility or category redefinition. “AI exposure” by itself is not an investment thesis.
01 / IDENTIFY
Find consequential applications.
We look for areas where AI can meaningfully improve human outcomes—not simply create another layer of software.
02 / UNDERSTAND
Determine what makes progress durable.
We study the technology, economics, management, competitive advantages and real-world constraints that determine whether promising applications can scale.
03 / INVEST
Back progress with discipline.
We seek companies capable of translating technological progress into enduring human and economic value, while maintaining rigorous standards for valuation, financial strength and risk.