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.
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.
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.
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.
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.
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
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.
Small, fast, flexible.
Strategic, from an operator.
Scaling — strategy & GTM.
A real network.
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.
A small, growing list.
Public names only. Stealth companies on request.
Riyadh technology partner on cognitive-city and enterprise AI platforms.
Online print on demand at scale — UK, North America, Germany.
Its x86 architecture is the industry standard. Still one of the largest chipmakers on earth.
The premium-segment benchmark since 1886, and one of the most valuable car brands there is.
German platform that puts repeatable industrial design work into automated workflows.
Its telehealth triage guidelines are what thousands of US nurses work from.
Financial coaching as a guided programme, not another dashboard.
Automates the due-diligence read-through behind property transactions.