We'd rather know six industries cold than fifty by reputation.
A venture studio lives or dies on judgement — knowing which problems are real, which buyers actually pay, and where a small wedge turns into a real business. That judgement doesn't generalise. It's earned, sector by sector, from years of operating inside one. So we picked six we know in the bones and went deep, rather than spreading thin across whatever happens to be hot this quarter.
Each one shares a shape we're built for: real-world operations that software still underserves, buyers who'll pay for something that genuinely works, and enough regulatory or data complexity to keep the tourists out. If your venture lives in one of these, chances are we'll understand it on the first call.
Six industries where we hold real domain conviction and the technical depth to ship — plus the specific theses we're hunting in each. Depth beats breadth.
HR & Human Capital
The systems people are hired, paid, developed and retained through are overdue for a rebuild. We back recruitment and HR software systems, workforce platforms, talent infrastructure, and payroll and compliance rails that fit how teams actually work.
Workplace Technology
The connective tissue of modern work — how teams coordinate, run operations and make decisions. We build the tools that sit between the apps, where the real friction lives.
Agriculture Tech
From the paddock to the processor, agriculture runs on data it rarely captures and supply chains it can't see through. We build on-farm automation, livestock and crop data, and traceability.
Medical Tech
Clinical-grade software and connected devices, built to the standard care demands. We work where regulation, evidence and engineering meet — quality systems are the foundation, not a phase.
Marketplaces
Two-sided marketplaces and classifieds — job boards, real estate, automotive and beyond. We build the listings, search, matching, trust and transaction rails that make supply and demand actually meet.
Fintech
The infrastructure money moves on — payments, lending, embedded finance, and the wealth and investing tools that help people and businesses do more with their capital. Regulated, high-trust and unforgiving of sloppy engineering, which is exactly the kind of bar we're built to clear.
What we look
for in any sector
The through-lineOperations software still fails
Real work — paddocks, payroll, clinics, listings — where the tools are still spreadsheets, paper, or something bought in 2009. The bar to beat is low and the value of beating it is high.
Someone will pay for "it works"
A buyer with budget and a problem painful enough that a product which simply works is worth real money — not a nice-to-have hunting for a business model.
Complexity keeps tourists out
Enough regulatory, data or domain complexity that you can't wander in over a weekend. Depth is a moat — and it's one we're happy to dig.
A wedge that becomes a platform
A sharp first product that earns the right to a second and a third — a beachhead, not a single feature. We back things that can compound.