Rebuilding the American industrial base.
We back engineering-driven founders building critical infrastructure across defense, manufacturing, logistics, advanced computing and applied AI. We invest before institutional consensus.
Three challenges. One industrial base.
We wrap software around hardware across defense, manufacturing, logistics & maritime, energy & infrastructure, and advanced computing.
Automation
Machines that do the work the workforce can't.
- AI-driven machine tending, inspection & QA
- Autonomous ports, yards & fleets
- Semiconductor tooling & lithography
Trust
Systems you can verify, defend and depend on.
- Secure, sovereign supply chains
- OT / ICS security & part provenance
- Quantum systems & trusted hardware
Sustainability
More output from less energy, material and waste.
- Maritime & fleet electrification
- Storage & grid modernization
- Energy-efficient compute & power
Engineering first.
Narrative follows execution, not the reverse.
- Technical defensibility
- Manufacturing feasibility
- Capital pathway clarity
- Regulatory & federal alignment
- Measurable industrial performance
Operators who do the hard work.
Our operator-led team partners with executive and product leadership to fix go-to-market, scale enterprise sales, tighten operations and get M&A-ready. We want the work.
Ryan Else, General Partner, helped us meet investors at later stage funds while assisting with corporate development. He helped us secure $1.5 billion in new funding.
First close complete. Raising to final close.
A $5M deep tech seed fund, already deploying into companies building critical industrial infrastructure.
Offering limited to verified accredited investors under Rule 506(c).
Our periodic letter on the fund, the portfolio, and what we're seeing across American industry. For LPs, connectors, and anyone who wants to follow along.
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