Capital with Conviction. Counsel with Clarity.
Where Leadership Meets First Principles Thinking
We back founders, operators, and builders who challenge assumptions and engineer the future from the ground up. By starting with what's true—and asking why until we get to the root—we uncover opportunity where others see obstacles.
Our Philosophy
Most investors look at surface-level metrics. We go deeper.
We help companies rewire how things work—from capital structure to factory floor. Our mission is to compound long-term value by aligning leadership, technology, and operations around what truly matters. Not what's convenient.
First Principals
We work alongside the principals of each business—the people doing the real work. Not from boardrooms, but from the floor.
First Principles
We bring a first principles mindset to every challenge, breaking down complexity to reconstruct better systems from fundamental truths.
Investment Ethos
We don't follow trends. We build foundational systems that outlast them.
A model that cannot survive real-world conditions is not incomplete—it is false. Grounding is not a phase to be deferred. It is the cost of entry.
Resistance reveals structure. Noise, failure, and delay are information-rich surfaces. We treat friction as data—not as an obstacle to be explained away.
Short-term success favors those who optimize symbols and narratives. Long-term survival favors those who optimize truth. We choose the long curve.
Our Team
Access That Can't Be Bought
Our network spans former Pentagon leadership, Fortune 500 operators, institutional capital allocators, and technical founders who've built and scaled what others only study. These aren't advisors on retainer. They're principals who pick up the phone.
Defense & National Security
Flag Officers · Agency Leadership · Program Executives
Industrial Operations
Plant Leaders · Turnaround Operators · Procurement Chiefs
Capital & Finance
Fund Managers · LP Networks · Board Directors
Engineering & Systems
Systems Architects · Technical Fellows · Integration Leads
Executive Communications
CEO Advisors · Narrative Strategists · Media Trainers
Policy & Development
Policy Architects · Economic Developers · Government Affairs
Climate Intelligence
Carbon Scientists · Sustainability Leaders · ESG Strategists
AI & Predictive Systems
ML Engineers · Data Scientists · Intelligence Analysts
Your Challenge Here
We assemble the team to match the mission
Principals who've sat in the chair—not consultants who've studied it.
A distinguished technology and defense leader with a career spanning senior roles across government, industry, and national security. Former Deputy Assistant Secretary of Defense, CIO of the Defense Logistics Agency, and Lab Director of the Air Force Research Laboratory. As founding director of DIUx—now the Defense Innovation Unit—pioneered the DoD's approach to dual-use technology adoption.
A systems-driven builder, strategist, and operator with a track record of transforming industrial technologies, energy systems, and intelligence platforms into scalable market solutions. Focuses on technology that empowers novel business models—fusing engineering precision with business model innovation to unlock value across advanced manufacturing, energy, and defense sectors.
Active Partnership
We Don't Just Write Checks. We Join the Fight.
Capital is often the least valuable thing we bring to the table. We embed with companies—taking board seats, interim leadership roles, and hands-on operational positions to drive transformation from the inside.
Strategic Leadership
We take board seats and advisory roles to align leadership around what matters most.
Technology Integration
We translate breakthrough technology into operational reality. Hands on, floor level.
Operational Partnership
We step into interim leadership roles to drive transformation from the inside out.
Our roots are deeply embedded in the process of translating cutting-edge technology from laboratories into scalable, market-ready solutions. This intricate journey from concept to commercialization is where our expertise shines.
Bridging Innovation and Application
Investment Focus
Where We Focus
We concentrate our expertise in sectors where first principles thinking creates durable competitive advantage—building foundational systems that outlast trends.
Climate & Energy
From carbon intelligence platforms and circular economy solutions to generation, storage, and grid infrastructure—we back ventures that align profitability with planetary stewardship.
Resilient Supply Chains
We invest in essential operations that keep industries moving—strengthening the nodes and networks that underpin economic and national stability.
Defense, Aerospace & Space
We back technologies and manufacturers that ensure strategic autonomy—equipping nations and allies with the means to defend, decide, and explore independently.
Cyberphysical & Industrial
We invest in the convergence of digital intelligence and physical systems—from industrial IoT and autonomous operations to the factories of the future.
Technical Compounding
We turn innovation into infrastructure—partnering with teams whose breakthroughs can be embedded, scaled, and compounded into lasting advantage. This principle threads through every vertical, amplifying returns across our entire portfolio.
Let's Build Something Foundational
Whether you're a founder with a breakthrough technology, an operator seeking strategic partnership, or an institutional investor exploring co-investment opportunities, we'd welcome a conversation.