Ideate
We map markets weekly. When a wedge is sharp enough to bleed, we sit down and co-author the thesis with you.
AI Venture Studio
We don’t fund founders.
We become one.
An AI venture studio that co-builds, co-invests, and co-distributes— from idea to exit. We sit on your side of the table.
- Co-founded
- 14 ventures
- Deployed
- £6.2m
- Exits
- 3
03Five Pillars
Build
Our engineering pod ships the first product alongside you. Not contractors — co-founders with commit access.
Invest
We write the first cheque from our own balance sheet. Aligned cap table, same vesting, same downside.
Distribute
Day one: a warm intro to your first ten customers. Our network is the moat we hand you on signing.
Scale
Series A onward we step back, keep the board seat, and put our weight behind hiring and the next round.
We sit on your side. Free.
Two weeks, zero equity, zero invoice. We pressure-test the wedge with our operators, run customer calls, kill it if it can't survive contact with the market.
We sign a real cap table.
If discovery survives, we co-found. You're CEO. We take a defined slice with 4-year vesting and write the first cheque ourselves. One page. No ratchets.
Our pod becomes your team.
An embedded engineer, designer, and operator ship the v1 with you. You hire the next ten while we cover the gap. Weekly demos. Monthly board.
You raise. We step back.
By the A we're advisors with a board seat. Your team owns the product. We're on speed-dial for the next hard thing — and the cap table stays tight.
05Portfolio
Fourteen ventures.
Three exits. One we don't talk about.
- Helix.aiBio / protein search2021Acquired — Genentech
- SorenAI-native CRM for ops2022Series A — $14m
- KestrelComputer-vision ag-tech2022Series A — $9m
- Lumen BooksAI-edited publishing2023Profitable
- PlinthOn-device LLM runtime2023Seed — $4.2m
- NorthwindEnergy-grid forecasting2023Pilot — National Grid
- ArgusCompliance copilot2024Seed — $6m
- FoundlingAdoption-records AI2024Non-profit spin-out
- MagmaFoundation-model evals2024Acquired — Scale
- OtisVoice agents for trades2024Series A — $11m
- Stellate.devEdge inference graph2025Seed — $5m
- MarginAR for line cooks2025Beta
- CarrickLitigation-discovery AI2025Seed — $3.5m
- BraeClimate-risk underwriting2026Stealth
06The Terms
Written on
one page.
Most term sheets are an exercise in friction. Ours is published. If a line surprises you in diligence, we’ve failed.
- Equity we take
- 10–30%
- Bound to the build pod, not the cheque.
- Our cheque
- £10k – £500k
- From our balance sheet. First money in, never the last.
- Vesting
- 4 years, 1-year cliff
- Same schedule as you. No acceleration tricks.
- Board seat
- 1
- Observer until Series A, voting after.
- Pro-rata
- Yes, capped at 20%
- We follow on, we don't strangle.
- Discovery cost
- £0
- Two weeks, no equity. If we don't co-found, you keep everything.
- IP
- 100% yours
- Every commit, every doc, every customer relationship.
- Exit
- Aligned waterfall
- 1x non-participating preferred. We win when you win.
— Last revised 04 / 2026. Subject to a single page of definitions.
07The Operating System
What we hand you
on day one.
Eval harness
An offline + online eval pipeline that catches regressions before users do. We bring it on day one.
Inference proxy
A model-agnostic router that swaps providers without a deploy. Yours from sign-on.
Brand & narrative kit
Identity, voice, launch playbook. Built by the team that did three of the exits.
Distribution rolodex
1,200+ warm intros across enterprise CIOs, ops leaders, and design partners.
Hiring funnel
First ten hires pre-vetted. Comp benchmarks, scorecards, refs — all transferred.
Compliance starter
SOC2 Type I in 60 days. DPAs, sub-processor lists, vendor questionnaires pre-answered.
08Pitch Us
Tell us the
idea.
Two paragraphs is plenty. You’ll get a sharp, partner-grade response in seconds. Not a sales hook — the same notes we’d scribble on a napkin before a real call.
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