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Investment Essays

Thought-pieces highlighting select investments we've made and why

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Building the Infrastructure for AI-Native Hedge Funds: Our Thesis on Databento

Investment Essays

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Jul 9, 2026

Building the Infrastructure for AI-Native Hedge Funds: Our Thesis on Databento

A new infrastructure for modern financial markets

Ted Wagner
Ted Wagner
Building the Industrial Stack of America: Standard Bots Raises $200M

Investment Essays

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Jun 10, 2026

Building the Industrial Stack of America: Standard Bots Raises $200M

Why we believe Standard Bots can democratize industrial automation and help rebuild the foundation of American manufacturing.

Ted Wagner
Ted Wagner
The Future of AI in Retail: Our Investment in Profitmind

Investment Essays

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Feb 25, 2026

The Future of AI in Retail: Our Investment in Profitmind

Ted Wagner
Ted Wagner
Why we invested in Parloa

Investment Essays

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Jan 27, 2026

Why we invested in Parloa

AI will fundamentally redefine how enterprises deliver customer experience. Parloa is building the infrastructure layer that makes that transformation operationally real.

Ted Wagner
Ted Wagner
Our Investment in Articul8

Investment Essays

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Jan 16, 2026

Our Investment in Articul8

Ted Wagner
Ted Wagner

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