COMPOUND
SOFTWARE THAT COMPOUNDS.
We're not a single-product bet. We're the studio, the infrastructure, and the portfolio.
The Machine
Products + infrastructure that powers them.
The Team
Technical operators & builders.
Estimated lines of production code shipped across all ventures.
Software as a financial instrument.
Every product we build is an asset. Every asset can exit. Every exit compounds.
Why We're Different
Most studios ship one product and pray. We've built the infrastructure to do this repeatedly — from lead generation to valuation to exit.
Raising
Seed Round Q1 2026
"The best way to predict the future is to build it."
Distributed
Miami & Houston
Memos
Investment thesis, engineering deep-dives, and post-mortems from the studio.
Vertical SaaS is Dead. Long live Vertical AI.
The next generation of unicorns won't just provide workflow software; they will sell the work itself. Why we are pivoting our entire fund strategy to agentic workflows.
Read MemoWhy we rewrite Everything in Rust.
Memory safety is table stakes for financial infrastructure. A deep dive into the performance gains of our new transaction engine.
Technical Log