Identifying
Generational Companies.

The best entries come before the category has a name. We watch where the strongest developers concentrate effort, identify the infrastructure plays before institutional capital sees the thesis, and move while the price still reflects uncertainty rather than consensus.

The portfolio runs from gaming infrastructure and digital assets to fan economies, decentralised AI, and Asia consumer. Most of these positions were taken before their sectors had institutional buyers, which is where the asymmetry lives.

What follows is the public record, name by name and year by year.

We built before we invested. Token foundation strategy at IMX, fan token rollouts across more than eighty clubs at Chiliz, the CMO seat at an a16z-backed studio, and consumer private equity across Hong Kong and Southeast Asia all sit on the resume. That is the lens we underwrite from.

We sit alongside founders, not above them. The pipeline runs through operator networks built over a decade, not inbound forms. Fableborne, Castile and the Bittensor thesis all reached us before the category had institutional buyers.

We back operators whose work still compounds in ten years, not in one cycle.