The Portfolio · 2025–26
A concentrated portfolio of early-stage bets — mostly YC — across new media, fintech, AI infrastructure and consumer. Invested from balance sheet. Decisions in days, not months.
Edtech
AI grading for teachers — saving educators hours every week.
B2B
Track every contact and everything they post online, in one place.
B2B
Helping the world's brands get ranked inside large language models.
Health
A strength-training wearable for the next generation of athletes.
B2B
All-in-one identity platform — fast, frictionless human verification.
AI
The context layer for AI — giving models the information they need.
Building something unreasonable?
Pitch usBeyond the cheque
We invest in companies, then open our distribution channel to them — newsletters, podcasts and original shows reaching millions each month.
Millionsreached every month