Partner to history's authors

Our portfolio is concentrated by design. Fewer investments means deeper work. Before we ever write a check, we do months of original research until we hold the sharpest perspective possible. Doing our own work allows us to be the best thought partners we can be to the companies we work with. At all times we focus on substance over hype.

We intend to be the first call and the most consequential partner to every team we work with. We put our effort where it matters most, and we're relentless about closing the gap between where a company is and where it could be. Our measure of success is simple: every founder can point to the difference we made.

Our sole LP unlocks unique access and opportunity across Google. Whether it's technical depth from DeepMind, go-to-market scale with Search, Cloud, or YouTube, the right strategic partnership at the right time, or early proximity to what's coming next, we have the relationships and the insight to deliver where it matters.