Investing where others aren’t looking yet.
A selection of the leaves on our branches — companies chosen by the same disciplined process, each placed where disruption was still a rumor.
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Specialty care network scaling across a fragmented market.
WHY WE INVESTEDA care organization consolidating a fragmented market, with durable demand and operating leverage the index has no clean way to capture.
Athyna AI
Technology-native global talent and staffing infrastructure.
WHY WE INVESTEDTechnology-native delivery in a labor-cost arbitrage market — a margin structure legacy staffing firms structurally cannot match.
Path Robotics
Autonomous robotic welding for advanced manufacturing.
WHY WE INVESTEDA hard-tech moat in a labor-constrained industry where automation has crossed from optional to inevitable.
Samply
Sampling and field-research data infrastructure.
WHY WE INVESTEDAn infrastructure layer for a workflow every research team needs but no incumbent has bothered to standardize.
Babyvend EXIT
Automated retail for parents. Acquired by Levels.
WHY WE INVESTEDAutomated retail with unit economics that compounded quietly until they became a strategic acquisition.