The future
isn't waiting
for permission.

We back the people building tomorrow's interactive entertainment. Games, AI, AR, Web3, and the live communities that connect them.

$400M+

Products launched, concept → scale

$2B

Revenue navigated as operators

Games · Mobile · Artificial Intelligence · AR / VR · Web3 · Live Operations

Numbers we earned. Not managed. Earned.

/02 . Proof

Two decades of shipping the things investors usually only talk about.

$1.5B

Sale of WMS Gaming to Scientific Games. Co-stewarded by our team.

20yrs

In games, marketing, and platforms. Across console, mobile, social, and live.

Annual R&D portfolios directed across multi-billion-dollar businesses.

$340M

Active portfolio companies in games, AI, AR, and creator infrastructure.

7+

We bet on edges. We've lived on them.

/03 . Thesis

Most advisors have opinions. We have a body of work. Twenty years across the full lifecycle. Products shipped, businesses scaled, some sold, some still running, a few that taught us more than the wins did. Now we put that work behind the people building What's Next.

/01 . Belief

Tech serves humans, not the other way around.

Every product we back has to answer one question first: what does this make people feel?

/02 . Belief

Operators make the best investors.

We've launched, scaled, and sold the kind of businesses we now back. The advice is muscle memory, not theory.

/03 . Belief

The next platform is already here.

It just isn't evenly distributed yet. We invest where games, AI, and live communities collide.

/04 . How we work

We invest time before we invest capital.

Every engagement starts the same way. We get close to the work. Game design, product strategy, go-to-market, live ops. If we see something worth backing with capital, we go deeper. If not, you still walk away with senior operator attention that most firms charge fund fees for.