Accredited investors only
Concentrated bet on the leading safety-focused AI lab. Anthropic's constitutional AI approach and Amazon partnership create a unique moat in the frontier model space. Targeting Series F allocation with pro-rata rights.
Accessing SpaceX through regular employee tender offers at discount to 409A. Aggregating demand to secure larger block allocation. Starlink revenue trajectory supports significant upside from current entry.
Multi-company defense tech allocation spanning Anduril, Shield AI, and Skydio. Thesis driven by accelerating DoD modernization budgets and bipartisan support for autonomous defense systems.
Pre-IPO positions in Stripe, Plaid, and Ramp. Stripe S-1 filing expected Q3 2026 — acquiring shares at current secondary pricing offers compelling risk/reward ahead of the IPO catalyst.
Focused on the AI picks-and-shovels layer: Databricks, Scale AI, and CoreWeave. Enterprise AI infrastructure spend is growing 40%+ YoY with long-term contracts providing revenue visibility.