We back iconic companies that have Defined what’s possible from the compute to application layer

We back iconic companies that have Defined what’s possible from the compute to application layer

We back iconic companies that have Defined what’s possible from the compute to application layer

We back iconic companies that have Defined what’s possible from the compute to application layer

DefinedisarchitectedasThesis-Firstventurecapitalfirminvestingasearlyaspossibleandtakingafull-stackapproachtoempowerfounderstorealizewhatsnext

$20B+

Enterprise value created by companies backed

Mark Trevitt

Founding Partner

Sean Brownlee

Venture Partner

4 Unicorns

Backed 4 Unicorns including 1 Decacorn

David Roberts

Venture Partner

Gautam Chintapenta

Investor

Johnny Dewan

Vice President

$20B+

Enterprise value created by companies backed

Mark Trevitt

Founding Partner

Sean Brownlee

Venture Partner

4 Unicorns

Backed 4 Unicorns including 1 Decacorn

David Roberts

Venture Partner

Gautam Chintapenta

Investor

Johnny Dewan

Vice President

$20B+

Enterprise value created by companies backed

Mark Trevitt

Founding Partner

Sean Brownlee

Venture Partner

4 Unicorns

Backed 4 Unicorns including 1 Decacorn

David Roberts

Venture Partner

Gautam Chintapenta

Investor

Johnny Dewan

Vice President

$20B+

Enterprise value created by companies backed

Mark Trevitt

Founding Partner

Sean Brownlee

Venture Partner

4 Unicorns

Backed 4 Unicorns including 1 Decacorn

David Roberts

Venture Partner

Gautam Chintapenta

Investor

Johnny Dewan

Vice President

Ourworkisdrivenbyrelentlesscuriosity,continuouslymappingsystemsandrefiningconvictionasthefrontierevolves.

Research-led outcomes

We translate cutting-edge AI insights into practical technical and commercial results founders can act on

Research-led outcomes

We translate cutting-edge AI insights into practical technical and commercial results founders can act on

Research-led outcomes

We translate cutting-edge AI insights into practical technical and commercial results founders can act on

Full-stack perspective

We look across the whole system — technology, markets, and behaviour — to see value shifts before they become obvious

Full-stack perspective

We look across the whole system — technology, markets, and behaviour — to see value shifts before they become obvious

Full-stack perspective

We look across the whole system — technology, markets, and behaviour — to see value shifts before they become obvious

Asymmetric conviction

We’re engineered to surface early signals, move ahead of consensus, and commit decisively with clarity

Asymmetric conviction

We’re engineered to surface early signals, move ahead of consensus, and commit decisively with clarity

Asymmetric conviction

We’re engineered to surface early signals, move ahead of consensus, and commit decisively with clarity

Mapmakers, not momentum

We don’t chase hype — we map the present to reveal where value will accrue next and expand what founders believe is possible

Mapmakers, not momentum

We don’t chase hype — we map the present to reveal where value will accrue next and expand what founders believe is possible

Mapmakers, not momentum

We don’t chase hype — we map the present to reveal where value will accrue next and expand what founders believe is possible

Let’s map
the unknown together

For founders

Tell us what you’re building.


We're the first believers in ideas that reshape systems

For investors

Request LP Info.
Learn how we invest at the frontier

of AI

Let’s map
the unknown together

For founders

Tell us what you’re building.


We're the first believers in ideas that reshape systems

For investors

Request LP Info.
Learn how we invest at the frontier

of Data and AI

Let’s map
the unknown together

For founders

Tell us what you’re building.


We're the first believers in ideas that reshape systems

For investors

Request LP Info.
Learn how we invest at the frontier

of Data and AI

Let’s map
the unknown together

For founders

Tell us what you’re building.


We're the first believers in ideas that reshape systems

For investors

Request LP Info.
Learn how we invest at the frontier

of Data and AI