We're a family office and technology company that operates as operators and technologists first, investors second. Our approach centers on making concentrated investments in healthcare companies, where we partner with management teams to build what we call a "digital twin" - a digital representation that unlocks their potential in the AI era. Rather than just deploying capital, we roll up our sleeves and work alongside portfolio companies to merge operational excellence with technology.
What makes us different is our forward-deployed engineering team, Mongoose, which embeds directly with operators to diagnose workflows and ship practical automation that actually moves the needle. We've built an ecosystem including companies like Hypha, Arbiter, and Anthuria, all focused on transforming healthcare and finance through AI-native solutions. Our thesis is straightforward: AI will drastically reduce development costs, so investment firms that build technology alongside their portfolio companies will have a distinct advantage. We take the long view - permanent capital means we're not forced to exit on fixed timelines, letting us focus on building enduring value.
