We invest in persistent growth — growth that sustains at higher rates for longer than the market expects.

To successfully invest in persistent growth, we must profit from where the world is going. It depends on the paradox of change and consistency. Change sparks a new opportunity; consistency enables a change to take hold.

By its nature, persistent growth demands investor patience. Persistent growth investments can be worth owning for years, even decades. Patience paired with persistence yields superior performance.

Investing in Chief

We’re investing in Chief via Deepwater Venture Fund II because we believe Chief is building the leading tool for businesses to optimize operations. Humans cannot synthesize and analyze the quantity of business data available to them; machines are far better…

Investing in CTGT

AI has the potential to be transformative in driving efficiency and growth for businesses of all shapes and sizes. The two most significant hurdles to enterprise AI adoption are trust and expense. Solving these two issues will be critical to…

What Does DeepSeek Mean for AI?

What Does DeepSeek Mean for AI? Not as much as the market would have you believe. This past Monday, most publicly traded AI companies saw a sharp devaluation from the emergence of a new AI model called DeepSeek R1. DeepSeek…

Artificial Intelligence

Investing in Payman

2025 will be the year of the AI agent, but agents won’t be capable of performing all tasks asked of them this year. They may never be capable of doing everything a human does. That’s why we invested in Payman in…

Investing in Iconic

We’re investing in Iconic via Deepwater Venture Fund II as the company looks to redefine the development of video games by building an AI-native studio that will deliver benefits to players via new types of experiences where they are in…

Investing in Affineon

We’re investing in Affineon via Deepwater Venture Fund II as we believe the company’s AI-based platform will become a core tool for clinicians to streamline workflows and drive incremental revenue. Non-billed time spent by clinicians on administrative activities can be…

Venture Capital, Venture Portfolio

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We manage equity investment funds across the growth spectrum in public and private markets.