One vertical at a time.
Each portfolio company will own a single industry's data, workflow, and trust. Substrate is shared. Customers, P&L, and equity are not. Below are the wedges we're forming around — apply with yours.
Legal operations — boutique firm leverage
- ·Redlining + clause libraries for European boutique firms
- ·Jurisdiction-tuned ontology pre-loaded at formation
- ·Compliance trail meeting EU + US bar requirements
Partner hours compress 4× on the boring 80% of contract work. Substrate handles citation, retrieval, and red-line drafting; partners stay senior.
Healthcare communications — trial sponsor operations
- ·Patient communication for mid-cap clinical-trial sponsors
- ·Regulatory submission drafting with FDA-grade audit trail
- ·Adverse-event triage with escalation handover
Compliance substrate is the unlock — without an auditable agent layer, the work stays in legal review forever.
Construction pre-sales — bid compression
- ·RFP parsing + takeoff automation for mid-market GCs
- ·Bid generation reducing 3-week prep to hours
- ·Sub-contractor coordination with timeline + budget tracking
Mid-market general contractors lose deals to faster proposal teams. Substrate compresses pre-sales without touching trades work.
Wedges identified, founders welcome.
Vertical theses we've validated with design-partner conversations. If one is yours, lead it — application below.
Propose one.
If you have a wedge — one painful workflow, one industry you know better than anyone — we want to hear it. Applications open for cohort 04.
Propose a vertical →