Investing: personal, not the company

Agentic AI. Only.

A few founders a year, from my own capital — B2B product, B2B service, and developer-to-developer infrastructure. Same field I ship in. Small checks, fast decisions, and operator help after the wire clears. This is separate from Vstorm client work.

PITCH ME See the thesis
Review window: open Reply: within 5 business days Stage: pre-seed to seed Field: B2B agentic AI only Warsaw → San Francisco Personal capital: not Vstorm clients Review window: open Reply: within 5 business days Stage: pre-seed to seed Field: B2B agentic AI only Warsaw → San Francisco Personal capital: not Vstorm clients
01 Thesis

Three shapes. One field.

One sector. Inside it, three company shapes — each needs a different operating thesis and a different kind of help from me.

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 that productize agentic AI transformation — small teams shipping outcomes with repeatable playbooks and a clear path to a vertical.

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 up front makes the conversation afterward useful for both of us.

What I back

  • Agentic AI only — AI as a bolt-on feature does not qualify
  • 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 the model is a bolt-on
03 Beyond the check

Capital is the easy part.

Early-stage founders usually need an operator on the phone who has already shipped the thing they are 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 write few checks. The ones I write should matter to the founder, the company, and the operating thesis I use every week.

Pre-seed / seed
Stage
A handful/yr
Cadence
Global
Geography
05 Portfolio

One named. Two in stealth.

The two in stealth go on this page when their founders are ready to announce them. Until then, pitch me and I will tell you what I can share under NDA.

Gekko Photonics
Invested
Stealth
Invested, stealth
Stealth
Invested, stealth
Not Vstorm clients

Delivery logos on this site — Mixam, Synera, Schmitt-Thompson, and the rest — are companies I have shipped with through Vstorm. They are not my investment portfolio.

If you're building in agentic AI

Let's talk.

SEND YOUR PITCH
5-day reply. Every pitch gets a response.