01. Software is Leverage
We believe small, highly technical teams can outmaneuver massive incumbents by building superior infrastructure. We invest in code, not headcount.
02. Systems over Features
We don't build apps. We build operating systems—platforms that serve as the fundamental source of truth for entire verticals.
03. Long-Term Capital
Our holding company structure allows us to think in decades, not fund cycles. We build permanent equity in critical infrastructure.
THE DNA
Engineering First
Led by technical founders who still write code. We understand the stack from silicon to strategy.
Network Effects
Our platforms leverage shared intelligence. Data from one OS informs the decision engines of another.
NOW
Vertical Integration
Deepening our stack in payments, commerce, and property management.
2030 VISION
The Autonomous Enterprise
Self-optimizing businesses run by our embedded intelligence layers.