We back early-stage companies at the intersection of artificial intelligence and physical-world industrial operations — led by operators who have built, scaled, and exited industrial technology.
Industrial AI is not a software category. It is an infrastructure investment thesis.
Decarbonization mandates, manufacturing labor shortages, and decades-old control systems reaching end of life are forcing non-discretionary upgrades across heavy industry.
LLMs now extract value from unstructured OT data, edge inference runs at industrial-grade latency, and computer vision delivers quality and safety at the machine level.
Compute is migrating to the machine. Private 5G, OPC UA FX for deterministic control, and IT/OT convergence are eliminating the silos that held industrial data captive.
Industrial organizations are spending aggressively on digital transformation, but the binding constraint is foundational infrastructure. We invest across the full stack — funded where the market is ready.
The vast majority of industrial organizations are still in Phase 1. Those attempting to skip ahead are failing.
Industrial decisions are driven by reliability, safety, and total cost of ownership — not feature velocity. Companies that cannot speak the language of operational technology get blocked at the plant gate.
We assess technology stacks, evaluate OT integration, and pressure-test commercial models against real operator requirements — 50+ combined years of hands-on industrial experience.
A rigorous scoring model derived from field intelligence. We invest only where foundational infrastructure readiness supports the use case. No hype-cycle bets.
Among the first investors at pre-seed and seed, with follow-on reserves for top performers and continuation rights through a growth vehicle.
Direct relationships with strategic acquirers — Honeywell, ABB, Siemens, Schneider Electric, Emerson, Shell, BP, Republic Services — across a 2–4 year industrial M&A horizon.
Five verticals that share the same structural pattern — and the same opening for physics-aware AI.
Grid intelligence · predictive maintenance · demand forecasting
Autonomous factories · robotics intelligence · IIoT analytics
Catalyst design · pyrolysis optimization · carbon recovery
Gas detection · thermal anomaly · toxic exposure monitoring
Recycling automation · materials recovery · emissions reduction
Illustrative placeholders. Fund I portfolio in formation.
We publish what we learn — from the ARC Forum, from diligence, from operators who run the assets. Followed by the people building and buying industrial AI.
It is an infrastructure investment thesis. The binding constraint inside the plant is not the model — it is the network, the data fabric, and the edge underneath it.
Industrial buyers decide on reliability, safety, and total cost of ownership — not feature velocity. Founders who cannot speak operations never make it past the pilot.
Most industrial organizations are still funding foundational infrastructure. Selling autonomy into a plant that is not ready is how good technology dies in procurement.
We invest at pre-seed, seed, and early Series A in companies applying AI to physical industrial operations. If that is you, send us the essentials. Every submission is reviewed by a partner.
Your submission is in front of the partners. If there is a fit with the fund's thesis and current pipeline, one of us will be in touch directly.
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The fund invests at pre-seed through early Series A in companies applying AI to physical industrial operations, led by operators who have built, scaled, and exited industrial technology. The documents below constitute the confidential offering package.
Target structure at a glance.
Summary only. Governed in full by the Limited Partnership Agreement.
| Structure | Delaware Limited Partnership |
| Management fee | 2.5% per annum |
| Carried interest | 20% |
| Preferred return | 8% |
| Initial check size | $100K – $750K |
| Follow-on reserves | $250K – $1.5M for top performers |
| Growth capital | SPV / pro-rata co-investment rights |
| First close | ~$5M, rolling to hard cap |
Objectives, not forecasts or guarantees.
Anchored by the founding partner's personal exit history across AI applied to physical systems.
Portfolio highlights include Healx (161× valuation), Hayden AI (60×), and Bounce Imaging (30×). Detailed track record available in the data room.
Confidential offering and diligence documents.
Illustrative. 14 companies in active diligence across five target sectors.
Indicate interest with the investor relations contact below. On confirmation of accredited status, LPs receive subscription documents, the LPA, the full diligence package, the quarterly reporting structure, and the capital call schedule.