Investments

The Portfolio

We partner with operators building defensible businesses across sectors that institutional capital overlooks.

Oil & Gas Tech

Vanguard Downhole Technologies

AI-powered drilling optimization for Permian Basin operators. Proprietary sensor arrays and machine learning models that reduce non-productive time by 30% and cut well completion costs.

Pet & Animal Health

Pawprint Wellness

Premium direct-to-consumer pet supplements and veterinary telehealth. Science-backed formulations, subscription model, and a growing network of 200+ partner veterinarians.

AI & Robotics

GrainRunner

Autonomous logistics platform for agricultural commodity transport. Self-driving grain carts and route optimization software serving 400+ farms across the Midwest.

Food & Beverage

Basecamp Provisions

Craft jerky and trail food brand built for outdoor athletes. Whole-ingredient sourcing, high-protein formulations, and distribution across REI, Whole Foods, and 1,200 independent retailers.

Defense & Aerospace

IronClad Defense Systems

Modular tactical equipment for military and first responders. Rapid-configurable plate carriers, communications mounts, and field-grade accessories with active DoD contracts.

Climate & Water

Meridian Water

Smart water infrastructure monitoring for municipal systems. IoT sensor networks and predictive analytics that detect leaks, forecast demand, and reduce water loss by up to 25%.

Sports & Outdoor

Apex Motorsport Components

Aftermarket performance parts for amateur racing series. Precision-engineered suspension, braking, and aero components with a cult following in the grassroots motorsport community.

Healthcare & Vet

RanchStack

Vertical SaaS for cattle ranch operations and livestock health tracking. Herd management, veterinary records, feed optimization, and market timing — all in one platform serving 600+ ranches.