We build the
vertical.
Every industry is being rebuilt by AI. We build the agencies that own those industries — together with founders, on equity. Not consultants. Not fees. We are co-founders for the vertical layer.
vertical
Four bets we're making with our time.
The agency model is dead.
Hourlies, retainers, ten-person teams shipping decks. AI-native operators ship the work directly to the customer.
The winners will be vertical.
Generic AI tools have no moat. The next decade belongs to companies that own one industry's data, workflows, and trust.
Founders need substrate, not tools.
You don't need another wrapper. You need agents, treasury, compliance, GTM — clones from a battle-tested base.
Equity is the only honest price.
We don't bill you. We co-own the company. Our incentives are perfect because they have to be.
The build is the proof.
Every portfolio company runs on the same substrate. Every commit, agent spawn, and signed contract flows through the same audit trail.
Two parties. One company. No middle terms.
Specifics — equity %, vesting schedule, governance — are deferred to the formation call. Here's the shape of it.
We bring the substrate.
- S.01Substrate tuned to your vertical: context, agents, treasury, compliance — week one.
- S.02Capital for ramp: compute, GTM, cohort hires. Pre-committed at formation.
- S.03Operating leverage: portfolio CTO, ops, finance, legal — fractional, on tap.
- S.04The network: 60+ partner orgs, 18 LP funds, design partners across each vertical.
- S.05Recovery: when an agent breaks at 3am, our on-call engineers pick up before you wake.
You bring the wedge.
- F.01The wedge: one painful workflow in one industry you know better than anyone.
- F.02The first 5 customers: signed letters of intent before kickoff, paying within 60 days.
- F.03Operator commitment: 6+ months full-time, willing to be the face of the company.
- F.04Vertical authority: deep credibility — domain experience, network, or earned trust.
- F.05Honesty: report blockers within 24 hours. We can't unblock what we can't see.
Pooled at the studio. Available day one.
Each portfolio company inherits the entire network. We negotiate once, you ship from kickoff.
Underwriting GPU, storage, edge. Pre-negotiated rates pooled across portfolio.
Token credits and priority access — frontier + open-weight.
Co-investors and accelerators — capital follows formation.
Data, distribution, and design partners specific to each vertical.
↳ Logos shown as text marks pending real-asset handoff.
If your vertical is broken, let's break it together.
14-day formation. Equity at the table. The studio behind you. Apply with the wedge — we'll handle the rest.