AI & TECHNOLOGY
We don't invest in AI.
We run AI.
Capital and operating partners for applied AI and infrastructure companies — plus the internal lab that built ELP GPT, the model reasoning across every other engine we run.
Where we write checks
Three theses, one underwriting bar.
We look for teams building the layer below the model — or the workflow on top of it — not another wrapper.
AI Infrastructure
Compute orchestration, fine-tuning pipelines, evaluation, and inference cost — the plumbing every model needs and almost nobody wants to build.
Applied AI
Vertical AI products that replace a workflow entirely rather than assist it — underwriting, claims, logistics dispatch, legal discovery.
Developer Tooling
The frameworks and observability layers that make the previous two theses ship faster and break less in production.
The tool
Where does your stack actually stand?
Three sliders, an honest score. This is the same rubric our operating partners use on day one of a real diagnostic.