We invest at the threshold, where stuck systems unlock.

Systems have stored potential.
Cross the threshold and it releases.

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.

Coordination

Parties waiting for others to move first

Trust

Can't verify counterparty quality or commitment

Aggregation

Individual units too small for institutional capital

Timing

Cash flows and investment horizons misaligned

Proof

Proof requires going first, but going first is the risk

Risk Mispricing

Perceived risk exceeds actual risk; capital sits on the sideline

Activated Potential

Acquired
Tomahawk Robotics Timing — universal robot controller built ahead of DoD's shift to unmanned systems interoperability. Visit website
Acquired
Gilgamesh Proof — novel compounds with clinical evidence that crossed the regulatory confidence barrier for acquirers. Visit website
IPO
ATAI Life Sciences Coordination — unified scattered psychedelic research into a single platform that crossed the institutional credibility barrier. Visit website
IPO
Voyager Space Aggregation — consolidated disparate space assets into institutional-grade infrastructure ahead of market consolidation. Visit website
Phoenix Tailings Aggregation — proved zero-emission rare earth extraction at scale, making mine waste streams investable. Visit website
Slingshot Aerospace Coordination — space domain awareness that became essential infrastructure as orbital congestion reached critical mass. Visit website
Paravision Trust — NIST-validated accuracy that crossed the enterprise adoption barrier for facial recognition. Visit website
Seegrid Proof — millions of autonomous miles in live warehouses, crossing the risk barrier for industrial deployment. Visit website
ZaiNar Proof — cm-level accuracy without GPS, crossing the viability barrier for indoor positioning. Visit website
Nala Trust — transparent pricing that built credibility with the African diaspora, unlocking flows incumbents couldn't reach. Visit website
Centinel RE Aggregation — consolidated multifamily assets into institutional-grade, climate-resilient portfolios. Visit website
Singuli Proof — measurable inventory optimization ROI that crossed the AI adoption barrier for mid-market retail. Visit website
Akshay Sriprasad

Akshay Sriprasad

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.