Work / Portfolio
Investment activity
Conviction before consensus, across private and public markets.
Work / Portfolio
Conviction before consensus, across private and public markets.
Private and public markets, directly and through SPVs, venture funds and funds of funds. Concentrated in AI and frontier technology.
Few positions, chosen where timing, valuation, market structure and company quality allow an exceptional outcome.
That approach has produced early exposure to the companies alongside, and others helping define the AI economy.
The structure depends on access, stage and information. The standards don’t change.
Positions taken directly in private companies where the opportunity, management team, valuation, and path to value creation can be assessed with sufficient conviction.
Direct investing provides the greatest visibility into the company, but it also requires disciplined diligence, concentration limits, and patience through periods when progress is not linear.
SPVs provide access to companies and transactions that may not be available directly, including later-stage opportunities and allocations led by experienced investors.
The quality of the underlying company is only one part of the decision. The vehicle’s fees, carried interest, information rights, governance, transfer restrictions, and alignment with the sponsor must also withstand scrutiny.
Fund investments provide diversified exposure to specialized managers, sectors, stages, and markets. I look beyond headline performance to the manager’s sourcing advantage, decision discipline, portfolio construction, reserves, ownership strategy, and ability to support companies after the initial investment.
Funds of funds can provide access to a broader set of managers, vintages, and opportunities, particularly where individual fund access would be difficult or inefficient.
They must justify the additional layer of fees through superior selection, diversification, access, and portfolio construction.
Public-market positions provide liquidity and exposure to companies building the infrastructure, compute, platforms, and enabling technologies underlying long-term economic change.
A strong company can still be a poor investment when expectations, valuation, and concentration leave no margin for error.
Exposure across every layer where AI creates value.
Early positions in Anthropic, OpenAI, Replit, Airtrek Robotics, Vast Data and Crusoe gave participation in foundational AI. The next opportunity: products customers pay for repeatedly — in healthcare, enterprise, finance, trade, sports and data.
What changes with stageGeography shapes access and follow-on capital, but never excuses weak fundamentals. Early is not the same as right.
Artificial intelligence is a principal concentration, not the boundary of my investment activity.
Select opportunities in financial services, healthcare, agriculture and the bioeconomy, consumer markets, infrastructure and real assets.
The same discipline applies: real demand, capable leadership, defensible economics, appropriate valuation, and a credible path to scale.
Built across market cycles, including dot-com lessons that did not come cheaply.
The full framework stays proprietary. Its purpose is simple: repeatable decisions, and conviction kept separate from enthusiasm.
Well-defined opportunities from founders, fund managers, SPV sponsors and co-investors are welcome. Say what it is, and why it fits.
Please do not submit trade secrets, sensitive personal information or other confidential material at the initial-enquiry stage. Submission of an opportunity does not create a confidential, advisory or fiduciary relationship.
This page is intended solely for the submission of opportunities for consideration. Nothing on this website constitutes an offer to sell, or a solicitation of an offer to purchase, any security or interest in any investment fund.