Naveen Rao: 4D Computing, AI's Energy Wall & Beating Biology
AI's exponential growth faces an energy crisis, potentially running out of power in 3 years. Unconventional AI's new '4D computing' promises 1000x efficiency gains by mimicking bio…
A disciplined investor with an owner's perspective.
We back businesses with strong fundamentals, clear competitive advantages and capable leadership, and we stay close enough to help them grow.
Rather than chasing market cycles, we underwrite every opportunity on its own merits. Our team combines strong investment experience with enormous operating backgrounds, so the support we offer after closing is considered as another kind capital - intellectual capital.
We pride ourselves on being alongside founder's in the ring – not just on the cap table – on the journey to scale.
About the firmHow we invest
Every investment follows the same four stages, from the first conversation to long-term value creation.
-
01
Sourcing
We build relationships with founders, advisors and operators long before a transaction is on the table.
-
02
Diligence
Research-driven underwriting of the business, its market and its team, with a clear view of downside risk.
-
03
Partnership
We structure investments that align incentives between founders, management and our investors.
-
04
Value creation
Strategic guidance, operating resources and our network, applied where they make the most difference.
Where we focus
We concentrate on sectors where our team has in-depth expertise and resources, and where patient capital and operating support can compound.
AI & AI infrastructure
Advancements in AI and AGI — together with applications like AI agents，at a rapid daily pace，are poised to trigger a transformative revolution for humanity. AI infra is the underlying hardware, software and networking stack that powers large AI models and the various applications.
Semiconductors & advanced materials
Chip design, advanced materials and the hardware that underpins modern computing and enable the evolution of AI technologies.
Robotics
Robotics, automation, and industrial technology that bring production back to American soil, and impact humanity.
Energy & climate technology
Companies improving energy efficiency, storage and resource productivity across industry.
Biotechnology
Biotechnology discovers and develops biologically derived therapies and diagnostics to address unmet patient medical needs. Particularly, AI-enabled biotechnology leverages the power of AI modeling to streamline, or even revolutionize drug discovery.
News & insights
All news & insightsBuilding something worth backing?
Tell us about your business. Our team reviews every submission.