Beliefs
The principles that guide what we build, how we allocate capital, and where we believe durable value is created.
Every AI deployment creates new attack surface. Every security tool needs AI to keep pace with threats. We sit at this intersection because the two domains are converging whether the market is ready or not. Products built here compound in value as AI adoption accelerates and regulatory pressure increases.
Traditional venture capital bets on founders and markets. We bet on our own ability to build. The studio model lets us de-risk ideas before committing capital, share infrastructure across products, and move faster than standalone startups. Every new product benefits from the battle scars of the last.
We allocate capital like operators, not like fund managers. Every dollar goes to a product that has already shown signs of traction through internal use. Studio builds get funded from revenue. External capital is reserved for products that have proven product-market fit and need to scale distribution.
We build tools for technical operators: products that solve real workflow friction with deterministic features, not AI gimmicks. The best opportunities are markets where incumbents are asleep, regulation is incoming, or the problem is too boring for VC-backed startups to care about. That is exactly where durable businesses are built.
If you're building in AI, security, or deep-tech and want a studio partner, we should talk.
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