Portfolio

Building and backing vertical AI companies from -1 to 1.

Vertical AI startups tackling deep workflows across financial services, enterprise productivity, commerce, and adjacent verticals. We co-build from inception and continue supporting companies as they scale.

Others

Additional companies currently in stealth or in the process of being co-founded with domain experts and operators.

Vertical wedges already scoped. We're looking for domain experts ready to go from zero to one in these markets.

Apply to co-found
NT-01Ac
Scoping

AI in Accounting

Books, reconciliation, audit, rebuilt agentic. Multi-billion seat market still on legacy.

NT-02In
Scoping

AI in Insurance

Distribution, underwriting, claims as vertical AI loops. Carrier-aligned product surface.

NT-03Cm
Scoping

AI in Agentic Commerce

Agent-driven buying, selling, and fulfillment loops. Infrastructure for the autonomous commerce layer.

Read our thesis
Build with usSF · BLR

For domain experts

Are you a
domain expert?

Spent a decade inside one of these? Let's talk. We co-found with the people who know the workflow, the broken process, the legacy stack, the workaround everyone tolerates.