Early-stage venture · Construction · Infrastructure · Real estate
Vertical AI for the built world
We back early-stage vertical AI companies transforming the global construction, infrastructure and real estate sectors.
What we believe
The built world is the backbone of the global economy
Construction, real estate and infrastructure represent a $20 trillion market, account for 15% of global GDP, and employ 400 million people worldwide.
And yet, for all its scale, it remains one of the least technologically transformed industries on the planet.
That's not a failure.
It's an opportunityIt's an opportunityto rearchitect how the built world works
Purpose-built AI earns trust quickly, delivers immediate ROI, and now represents 100% of our investment pipeline.
Sector
Specialists
Deep expertise and direct relationships across the built world — construction, infrastructure and real estate. We validate pain points with the people who actually have them.
Early
Stage
Lead investor from seed through Series B, with a high-conviction, concentrated strategy — 12–15 core positions and 10–15% targeted ownership, held with board-level involvement.
Vertical
AI
AI purpose-built for industry workflows, not adapted to them. It now represents 100% of our pipeline and will comprise the majority of our current and future portfolios.
