Investing · a side activity, with conviction

Agentic AI. Only.

I back a small number of founders each year — B2B product, B2B service, and developer-to-developer infrastructure — all in the one field I work in every day. Small checks, fast decisions, and founder help that goes well beyond the capital.

Last pitch reviewed · 2 days ago Status · passed with feedback Current review window · open Warsaw → San Francisco Shapes watching · B2B product Reply time · 5 business days Last pitch reviewed · 2 days ago Status · passed with feedback Current review window · open Warsaw → San Francisco Shapes watching · B2B product Reply time · 5 business days
01 · Thesis

Three shapes. One field.

I invest in one sector and only one sector. Within it, I look for three distinct shapes of company — each requires a different operating thesis, each benefits from a different kind of help.

01

B2B Product

Companies building agentic AI products for mid-market and enterprise buyers — vertical agents, workflow automation, and decision systems that sit inside the customer's daily operations.

What I look forStrong founder–market fit · Early paying customers · Clear wedge
02

B2B Service

Modern consultancies and delivery firms productizing agentic AI transformation — small teams shipping real outcomes, not decks, with repeatable playbooks and a view on verticalization.

What I look forOperator founders · Reference clients · Margin discipline
03

D2D · Developer to developer

Infrastructure for the agentic stack — memory layers, eval frameworks, agent protocols, tool orchestration, and the primitives that make production-grade agents possible at all.

What I look forTechnical depth · Open-source traction · Developer love
02 · Criteria

I don't take every pitch.

A tight filter on the front end makes the conversation on the back end much more useful — for both of us.

What I back

  • Agentic AI only — not "AI-powered" as a feature
  • Pre-seed to seed
  • Technical founder / technical co-founder on cap table
  • Shipping product within 90 days, or already in market
  • Mid-market, enterprise, or developer distribution

What I don't back

  • Consumer apps of any kind
  • Pure infrastructure plays I can't evaluate (frontier models, GPU clouds)
  • Marketplaces, social products, gaming
  • "AI-powered" companies where AI is a bolt-on
03 · Beyond the check

Capital is the easy part.

Most of what early-stage founders need isn't money — it's an operator on the other end of the phone who has shipped the thing they're trying to ship.

01 · CAPITAL

Small, fast, flexible.

Pre-seed and seed. Answer in days, not weeks. Never the reason a round doesn't close.
02 · ADVISORY

Strategic, from an operator.

Someone shipping agentic AI into mid-market companies this week — and who has already made the mistakes you're about to make.
03 · GTM

Scaling — strategy & GTM.

B2B playbooks that work — positioning, pricing, pipeline, hiring the first five commercial people.
04 · NETWORK

A real network.

Founders, operators, technical leads, enterprise buyers in the agentic AI field. Warm intros — not LinkedIn links.
04 · Stage & check

Early, concentrated, useful.

I don't write a lot of checks. The ones I write, I want to matter — to the founder, to the company, and to my own operating thesis.

Pre-seed / seed
Stage
6–10/yr
Cadence
Global
Geography
05 · Portfolio

A small, growing list.

Public names only. Stealth companies on request.

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Stealth · on request
If you're building in agentic AI

Let's talk.

5-day reply · every pitch gets a response.