October 2026

A vibrant physical economy is essential to a flourishing society. Without abundant and affordable provision of resources to fuel and feed us, security to ensure stability, and health to sustain body and mind, we converge towards short-sighted planning, zero-sum rivalry, and neglect of the commons.

Threshold Potential backs the frontier technology companies revitalizing the physical economy. Our investment process comprises three practices, honed over nearly two decades of repetition and iteration.

1. Sourcing: Cultivate win-win relationships. Our pipeline is formed through deep partnerships with first-check specialists who invest ahead of us, in-network founders, and operators we’ve worked closely with in the past. We earn our seat at the table by demonstrating outsized value per dollar invested.

2. Selection: Eliminate uncompensated risk. Our diligence process, rooted in the principles of fundamental investing, emphasizes commercial readiness, enduring competitive advantage, and bankability through scale and exit. Hypotheses must be falsifiable and survive scrutiny from customers, ecosystem stakeholders, and our bench of technical and commercial advisors.

3. Structuring: Solve for liquidity. Once invested, we bring our collective experience to bear on partnerships, capital formation, and exit orchestration. Delivering liquidity to our investors enables the next generation of transformational companies to be funded, while ensuring mature companies receive institutional support matched to their next chapter.

Lastly, how we do business is as important as the businesses we invest in. We can only advocate for long-horizon planning, positive-sum cooperation, and collective responsibility if our own actions match.