We back companies with durable moats—technical differentiation, proprietary data, or compounding distribution advantages.
We help teams expand responsibly across North America and APAC through partnerships, regulatory readiness, and localization.
We emphasize risk, compliance, and board-level decision quality so businesses can perform through cycles.
We operate with high standards in underwriting, execution, and stewardship of capital.
We are transparent, conflict-aware, and disciplined about governance.
We combine thematic research with an operator mindset—building capability, not just allocating capital.
We collaborate across founders, LPs, and partners with a long-term orientation.
Two complementary strategies across private markets—designed for resilient compounding and durable enterprise building.
Backing category leaders from early scale to global expansion, with active support on partnerships, talent, and commercialization.
Partnering for transformation through governance, operational execution, and selective M&A—focused on technology-enabled industrial champions.
Beyond capital, we help teams execute—across commercialization, cross-border expansion, governance readiness, and capital strategy.
Go-to-market, channel development, pricing, and key account strategy.
Corporate alliances and ecosystem building across North America and APAC.
Board readiness, risk controls, and regulatory posture for global markets.
Access to operators and technical leaders; organizational design support.
Follow-on capital planning, structured financing, and selective M&A support.
Market entry playbooks, partnerships, and operational scaling across regions.
Selected examples for informational purposes. Not exhaustive.
Moonshot AI (Kimi) · Manus
UDiTECH · Longshine
Addepar · ByteDance · Pinterest · Roku
Research and perspectives focused on technology innovation and industrial transformation.
Our long-term conviction—focused on technology innovation—and how we underwrite resilience.
ReadShort research notes on market structure, adoption curves, and execution playbooks across regions.
ReadA structured update on strategy, portfolio, and lessons learned—written for long-term partners.
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