Permanent Capital for AI-Native Companies

An alternative to venture capital and private equity. We build AI infrastructure companies with permanent capital, no fund timelines, and proprietary signal detection. Patient capital for transformative opportunities.

LAUNCHING Q1 2026

The Trillion-Dollar Shift

$3 trillion. Four years. A new capital structure required.

Stargate commits $500B. Hyperscalers deploy $350B annually. Goldman Sachs projects $3-4T in AI infrastructure by 2030. This is the largest buildout in history—and traditional 10-year VC funds can't capture it.

$3-4T

AI infrastructure by 2030
(Goldman Sachs)

$500B

Stargate Project commitment
(OpenAI, SoftBank, Oracle)

$350B

Hyperscaler capex 2025
(Amazon, Google, Microsoft, Meta)

Why Traditional Capital Fails

VC timelines are too short. PE can't build.

Venture capital operates on 7-10 year fund cycles. Private equity optimizes for leverage and exits. Neither can hold through decades of compounding or build companies from scratch. AI infrastructure requires both.

The Thesis Advantage

Permanent capital. No fund timelines. Proprietary signal detection.

We operate as a permanent capital vehicle—no forced exits, no artificial timelines. Our proprietary signal detection system identifies AI infrastructure opportunities before they become obvious. We build companies, not just invest in them.