Portfolio

Eight companies redefining what's possible in deep tech — from sub-2nm gate oxides to fault-tolerant quantum arrays.

IC Design Series B
ArborICS

Next-gen RISC-V custom silicon for edge AI inference. ArborICS designs domain-specific processors that deliver datacenter inference performance in a 3W power envelope — a constraint no general-purpose chip has met. Headquartered in Austin, TX.

Quantum Computing Series A
QuantVault

Error-corrected qubit arrays for financial modeling. QuantVault's surface-code architecture achieves logical error rates below 10-6, targeting Monte Carlo simulations that are intractable for classical hardware. Boston, MA.

Photonics Series B
Lumenwire

Silicon photonics interconnects for AI data centers. Lumenwire replaces copper traces with on-chip photonic links, cutting cross-rack communication latency by 40% while reducing energy per bit to 0.5 pJ. San Jose, CA.

Advanced Materials Series A
Tesseract Matter

2D materials and heterostructures for next-gen transistors. Tesseract has demonstrated MoS2/hBN bilayers with channel mobility exceeding 400 cm²/Vs — a 3x improvement over strained silicon at equivalent node. Cambridge, MA.

Robotics / Automation Series B
Seraph Robotics

Autonomous precision robots for semiconductor fabs. Seraph's six-axis wafer-handling robots operate in ISO Class 1 cleanrooms with positional repeatability under 2 microns — enabling touchless fab lines that reduce contamination-driven yield loss. Pittsburgh, PA.

Quantum Networking Seed
CrystalQNet

Quantum key distribution for critical infrastructure. CrystalQNet's photon-pair source achieves entanglement fidelity above 99.1% over 120km dark fiber, making QKD practical for financial and government backbone networks. Berkeley, CA.

Semiconductor Materials Series A
OxideLayer

Ultra-thin gate oxide deposition for sub-2nm nodes. OxideLayer's ALD process deposits equivalent oxide thicknesses below 4 angstroms with interface trap densities that outperform current HfO2 baselines — unlocking the next node transition. Portland, OR.

Spintronics Seed
NovaSpin

Magnetic tunnel junction memory for neuromorphic chips. NovaSpin's STT-MRAM arrays switch in under 3 nanoseconds at write energies below 50 fJ per bit, giving neuromorphic processors the near-zero-latency memory they need to operate at synaptic speeds. Zurich / US entity.

Where We Concentrate Capital

Three technical domains where the physics is clear, the market timing is right, and the engineering talent capable of execution exists today.

Semiconductors

Custom silicon, EDA tooling, RISC-V architectures, and advanced packaging. The CPU era is over for inference workloads — domain-specific silicon is the new battleground, and the talent to build it has never been more available.

Quantum Computing

We focus on error correction, qubit coherence, and the system-level engineering that separates research demonstrations from machines that can run useful circuits. The fault-tolerance threshold is a solvable engineering problem.

Photonics & Materials

Silicon photonics for interconnects, novel gate dielectrics, 2D material heterostructures, and spintronics-based memory. The materials science frontier is moving fast — and the companies that own the deposition and fabrication processes will own the next five nodes.

Building in One of These Spaces?

We invest at Series A and B, with occasional seed participation when the technical risk is asymmetric. Initial conversations require no deck — just a clear explanation of the physics problem you're solving.

Start a Conversation