Philosophy

Do fewer, sharper bets. Combine human judgement and AI‑enabled signals. Protect downside with sizing and liquidity discipline.

Concentrated portfolios with explicit entry/exit criteria and post‑mortems. We prize clarity over breadth.

Signals derived from product telemetry, developer ecosystems, and customer adoption across the stack.

When skew exists, we scale within liquidity guardrails. Side‑pocket capacity for special opportunities.

Independent admin, transparent reporting, and risk systems designed to survive regime shifts.

Idea → Signal validation → Sizing & risk → Execution → Review. We automate what can be automated and debate what matters.