Investment Thesis

We invest in the fundamental physical constraints of human progress.

We back the infrastructure that allows civilization to do more and know more.

POWER

(The Capacity to Act)

Scope: Energy, Matter, & Biology.

The Mandate: We invest in the engines that shape the physical world.

Select Focus Areas:

Energy Sovereignty: The Nuclear industrial base, advanced geothermal, & next-gen grid infrastructure.

Bio-Manufacturing: Precision fermentation & synthetic biology to decouple production from petrochemicals.

Human Resilience: Regenerative medicine & longevity infrastructure to secure the human asset.

Defense Kinetics: Hypersonics, propulsion, & autonomous systems.

LIGHT

(The Capacity to Know)

Scope: Photonics, Sensors, & Compute.

The Mandate: We invest in the nervous system of the future.

Select Focus Areas:

Photonics: The interconnects for the Quantum Age.

Advanced Sensing: LiDAR, Hyperspectral, & Night Vision.

Semiconductors: Gallium, Germanium, & Sovereign Chips.

Our Philosophy

Lab to Market, For Humanity

We believe the greatest challenges of our time will be solved by science. Genius in the lab doesn't always translate to success in the market. We bridge that gap.

Investing in America

We are fiercely committed to backing companies that create high-value jobs, purpose, and economic mobility within the USA with the goal of increasing national resilience through our investments. We invest in our own backyard.

The Numinous Mission

This is a calling. We seek to partner with founders who are driven by a profound purpose.

We seek a 'numinous' quality to solve real problems and create a better world. This is how we fulfill our mission.