Investing in Deep Tech Hardware
New Industry
Venture Capital
Pre-seed & seed capital for founders building the physical layer of the future.
OUR THESIS
The future will always be shaped by hardware companies.
What do the best hardware founders have that software founders don't? We’ve identified two traits.
01.
Operational Mastery
Hardware is unforgiving. The founders who win have developed a rigorous command of supply chains, manufacturing processes, and physical systems – or they're actively building it. This mastery is rare, and we know how to spot it.
02.
Narrative Command
Some companies get all the attention. Breakout founders make their companies seem inevitable – they control the story before the market can write it for them. We call this Narrative Command, and it's as learnable as any other skill.
OUR TEAM
Alex Roy | General Partner
Alex has curated the most valuable network in autonomy and robotics. He cohosts the Autonocast and its now-legendary annual CES party. He holds numerous Cannonball driving records, led Special Operations at Argo AI, co-founded The Drive, and was Chairman of The Moth. He lives in Scottsdale, AZ.
Patrick Hunt | General Partner
Patrick scaled Rivian from employee #15 to 15,000, through start of production and a $100B IPO. An aerospace engineer by training, Patrick has developed hardware for military cargo planes and Mars missions. His R1T is VIN #9, and his R1S was Rivian’s first preorder. He lives in Evanston, IL.
