Investment Thesis

Young deep-tech ventures, led by Product-First scientists and engineers, often exhibit a structural imbalance: their R&D is sophisticated, but their Brand and Business Development (BBD) capacity is underdeveloped. This asymmetry becomes critical when the product moves from prototype to commercialization.

At that inflection point, the venture requires a robust go-to-market infrastructure: strategic positioning, network access, and account-based sales execution. Without it, early market entry attempts often stall, draining scarce capital and pushing otherwise promising companies toward insolvency before they reach scale.In B2B and B2G environments, where adoption hinges on long sales cycles, political dynamics, and multi-stakeholder negotiations — these shortcomings can be fatal.

Without a compelling narrative and direct access to decision-makers, even ventures with defensible IP and superior engineering risk market exclusion.

Our Focus Areas

Why Energy, Finance, and Defence

We partner in these sectors because they combine technical intensity, geopolitical significance, and strong insider advantage. These sectors combine trillion-dollar markets, structural inefficiencies, and strategic importance — the exact conditions where Product-First founders can win with the right GTM partner.

70%
Deeptech start-ups collapse before commercialization — not for lack of tech, but for lack of sales infrastructure.
$2.8T
Annual global investment, yet biomass/oil/gas companies lose 20–30% of value to inefficient supply chains.
$7T+
Financial markets are massive, but quantitative models often die in labs without institutional buyer access.
$2.4T
Procurement is political and closed — even superior unmanned or cyber systems stall without insider networks.
12–18 Months
In B2B and B2G markets, average adoption cycles stretch over a year — too long for underfunded start-ups without embedded access.