We invest at the threshold, where stuck systems unlock.
Thesis
In neuroscience, threshold potential is the minimum signal needed to fire an action potential. Below it: nothing. At it: full transmission.
Capital markets work the same way. Many systems are stuck — not for lack of capital or technology, but because participants are waiting: for commitment, for proof, for trust, for someone to move first. The energy is already there. The threshold just hasn't been crossed.
We diagnose what's holding a system below threshold, invest at the point that crosses it, and stay in the structure as it scales.
Six Activation Failures
Parties waiting for others to move first
Can't verify counterparty quality or commitment
Individual units too small for institutional capital
Cash flows and investment horizons misaligned
Proof requires going first, but going first is the risk
Perceived risk exceeds actual risk; capital sits on the sideline
Portfolio
Space / Defense
Neuro Tech
Neuro Tech
Space / Defense
Critical Minerals
Space / Defense
AI / Biometrics
Industrial Automation
Positioning Tech
FinTech / Access
Supply Chain AI
About
Founder
15 years investing and operating across deep tech and climate. Former Google PM, where he led product & go-to-market for Sustainability AI products. Track record structuring complex, multi-stakeholder transactions across venture, private equity, and real assets. Columbia Business School (MBA), University of Texas at Austin (MS), and NSF + NASA Research Fellowships.