About us

AI has compressed the time from zero to one. Product is increasingly commoditized. The most durable advantages now come from founder quality, product clarity, and commercial execution. We focus on products built around real behavior in the physical world, where hardware creates the anchor and software amplifies the experience. We invest where these layers meet and where consumer willingness to pay is strongest.

Young people are allocating real money to their health and performance. Credit card companies are adding Oura and Whoop as perks. Health has become a status signal. This generation has the power to create entirely new categories overnight. We build conviction in products positioned to capture that shift.

Customer obsession matters. We build conviction in products that earn devotion, the kind that gets talked about, shared, and defended. A hundred people who love you beats a thousand who like you. When users become evangelists, we believe companies are bound for explosive growth.

AI has made it easier than ever to build without a technical background. The barriers to starting a company have collapsed. That means the bar for excellence has shifted: founders need to be either unusually technically gifted or exceptional at the business side. Distribution, retention, monetization: these need to be in the plan from the start. We build conviction in teams that translate breakthrough technology into durable, consumer-centric brands.

The product has to be accessible and usable by real humans. That is where we add the most value. We do not invest in biotech, pharma, or medical devices. We validate scientific claims through our expert network, and we lean into consumer adoption and monetization. We stay in lanes where our experience and network propel founders forward.

We invest in products that fortify the human experience, technology that makes people feel better, function better, or perform better. This includes metabolic health, sleep, stress, recovery, fertility, home health, brain performance, productivity tools tied to measurable outcomes, mental health, relationship wellness, and breakthrough supplements with clinical backing. We have a preference toward differentiated hardware, but invest in software when it is anchored in real behavior and real data.

The product needs to be used by people and drive real improvements in health or performance. Whether direct-to-consumer, B2B where employees benefit, or a marketplace that connects people to better outcomes, the throughline is human impact. Enterprise infrastructure and clinical workflow tools are not our focus.

We build conviction in products that demand attention. Proteomics, gut microbiome, continuous endocrine monitoring, food as medicine, precision fertility, circadian regulation. We invest in groundbreaking technology that opens new possibilities, not incremental improvements to the status quo.

We write first checks of $100K to $2M. Our primary strategy is core investments, where we target meaningful ownership and fully immerse ourselves in helping the company from day one. We also make explorer investments, smaller checks in founders and spaces we are excited about, where we earn the right to go deeper by proving our value before the next round.

We are comfortable doing either. We lead rounds when it makes sense, but we do not require it. What matters more is the quality of the company and our ability to be a good partner. We only invest when there is a critical mass of capital, enough to act as a clear catalyst for growth. We do not participate in rolling rounds that lack a defined milestone or purpose.

We work on product, GTM, fundraising, and strategy. We help technical founders build consumer-centric brands. We translate product into market reality. Our job is to help make sure the rocket ship is pointed in the right direction, and then support continued success.