A studio for durable digital companies.
We back operators who would rather build a business that compounds for a decade than tell a story about one.
Companies we operate.
A small number of independent businesses. Each is run by its own team, on its own terms — and stays in the portfolio for the long run.
A research lab studying how teams use AI for high-leverage knowledge work.
Edge compute and private networking for media-heavy applications.
A bookkeeping product for independent professionals — flat-rate, no surveillance.
Long-duration energy storage hardware for off-grid industrial sites.
One operating belief.
Patience is a balance-sheet decision.
We invest our own capital, take board seats at the companies we back, and stay close for a long time. Most of our portfolio is profitable. None of it is for sale.
We don't run a fund. We don't have an exit timeline. We do have a point of view.