We invest in early-stage deeptech companies solving hard science or engineering problems. You can read more about it on our blog.
We particularly like:
- vertically integrated hardware-software solutions
- cryptography (for blockchain or otherwise)
- biotech (with a strong focus on longevity)
Email Kyle to talk!
- Rand Hindi, CEO @ Zama (Cryptography unicorn, raised $150m at $1b+ valuation). Previously CEO @ Snips (AI company acquired by Sonos). PhD in Bioinformatics @ UCL.
- Kyle O'Brien, VP Corp Dev @ Zama, host of the Stage Change podcast. Serial deeptech operator.
- Investing since 2020
- 50k-250k tickets
- 3x TVPI
- 64% IRR
| Category | Company | Description | Exit |
|---|---|---|---|
| AI | Attention | AI for sales | |
| Brightside | LLM for cybersecurity | ||
| Deepset | LLM as a service | ||
| Karavela | Foundation model for the brain | ||
| Motif | AI support | ||
| Parable | AI time management | ||
| Twin Labs | AI workflow automation | ||
| Workflow AI | LLM pipeline manager | ||
| Biotech / Medtech | BE Therapeutics | Brain tissue replacement | |
| Brink Therapeutics | Recombinase gene editing | ||
| Chipiron | Mini MRIs | ||
| Deciduous Therapeutics | Senolytics biotech | ||
| Enhanced Games | Biotech-enhanced sports events | ||
| Gilgamesh | Psychedelics biotech | Acquired by AbbieVie for $1.2b | |
| Glycanage | Longevity diagnostics | ||
| Kangaroo Bio | Artificial womb | ||
| Lucis | Longevity platform | ||
| Mindstate Design Labs | AI + psychedelics biotech | ||
| Terran Biosciences | Psychedelics biotech | ||
| Tomorrow Biostasis | Human cryopreservation | ||
| Cryptography / Blockchain | Argent / Ready | Self-custodial bank | |
| Bron | Ultra secure MPC wallet | ||
| Fhenix | FHE rollups | ||
| Fractal Bitcoin | Bitcoin L2 | Token listed ($FB) | |
| Giza | zkML | Token listed ($GIZA) | |
| Kakarot | zkEVM L2 | ||
| LIT Protocol | Decentralized secrets management | Token listed ($LITKEY) | |
| Modulus Labs | zkML | Acquired by Worldcoin | |
| Optimum | Data availability layer | ||
| Sentient | Decentralized AI | ||
| Space Coin | TEEs in space | ||
| Unisat | Crypto wallet | ||
| Semiconductors | Akhetonics | Photonic AI accelerator | |
| C12 Quantum | Quantum computer | ||
| Corintis | High performance chip cooling | ||
| Cornami | FHE accelerator | ||
| Fabric Cryptosystems | ZK + FHE accelerator | ||
| Network States | Chateaushi | Onchain real estate network | |
| Civic Stack | Network state OS | ||
| Onchain Cities | Network state OS | ||
| Praxis | Network state | ||
| Vitalia | Longevity network state | ||
| Other | Interstellar Lab | Space farms | |
| Marathon Fusion | Fusion infrastructure |