We’re suckers for the perfect
founder-problem fit founder-problem fit
We focus on categories where we’ve built companies (AI, health, enterprise, consumer, commerce), but we’re also unabashed generalists because we know that every world-changing company starts with a world-questioning founder.
We invest in the pre-seed and seed stages, from inspired ideas to early signs of momentum.
You have a deep and all-consuming why that will see you through the wild highs and lows of company building.
You have an unfair insight or expertise that means you’ll be faster out of the gate, and find creative solutions where others hit walls.
You have an insatiable drive to win, and you’ve almost certainly been told at some point in your life that you’re too competitive.
Jacob Sandry, Brian DeMaio, and Ryan Guay previously built one of the largest renewable energy investment platforms in the U.S. at Goldman Sachs—and quickly realized the biggest bottleneck to this generational energy transition wasn’t capital or demand, but infrastructure and coordination. They launched Euclid to fix that: a modern operating system for clean energy, already enabling $10B+ in projects as we race to meet the power needs of electrification and the AI boom.
Before starting Ghost, Dee Murthy and Josh Kaplan spent years building and scaling consumer brands. One challenge kept coming up: unpredictable surplus inventory and no efficient way to turn it into cash without hurting brand equity. Ghost is their solution for the world’s best brands—a platform built by people who’ve lived the problem, now helping brands unlock liquidity from inventory through its exclusive distribution platform.
Kristina Saffran battled anorexia from age 10 and found lasting recovery through family-based treatment. Dr. Erin Parks saw the same model transform lives at UCSD, but was frustrated by how few people had access. Together, they set out to build the solution they wished had existed all along: today, Equip is the leading provider of evidence-based treatment, delivering effective, accessible care for everyone who needs it.
Gabe Bianconi spent years helping businesses across industries leverage machine learning in the real world. After serving as Chief Product Officer at Ondo (another Coalition company), he decided to tackle one of the biggest blockers to enterprise AI adoption and innovation: teams were struggling to close the loop between production data and model performance. He started TensorZero to fix that - building open-source infrastructure that helps turn raw usage data into a continuous engine for improving LLM applications.
We back founders taking big swings at important problems, driven by a deep why.
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