Overview
Founder-grade advisory for AI labs, deep-tech ventures, and frontier programs working on hard problems with long horizons.
Frontier companies operate under conditions standard playbooks were not built for: technical risk, capital intensity, regulatory novelty, and a need to land in markets that don't exist yet.
We work with AI labs, deep-tech founders, and frontier programs on the strategy, narrative, and GTM choices that decide whether a breakthrough actually becomes a business.
Where we work
AI labs
Positioning, partner strategy, and commercial model for foundation-model and applied-AI labs.
Hardware & deep tech
GTM and partnership strategy for capital-intensive ventures with long technical horizons.
Space, defense & dual-use
Strategy and customer-development work for ventures in contested, regulated frontier markets.
Frontier governance
Policy, narrative, and external-affairs work for companies whose technology shapes its own regulation.
Engagements
- 01Founder advisory from seed through Series B
- 02Commercial model and pricing for frontier products
- 03Narrative and external-affairs programs
- 04Customer development inside enterprise and government
Questions we work on
- Who is our first credible customer, and what do they need to believe?
- How do we price something that has no comparable?
- What does our regulatory environment look like in three years — and who is shaping it?
- Where is the narrative wedge that earns us the right to keep building?
Engagements begin with a private conversation.
Engage with UsOther industries
Financial Services
Banking, insurance, and asset management at the inflection.
02Energy & Resources
The transition is a capital allocation problem.
03Technology, Media & Telecom
Where the AI re-pricing lands first.
04Healthcare & Life Sciences
Outcomes economics, not throughput economics.
05Industrial & Advanced Manufacturing
Reshoring, electrification, and the new industrial logic.
06Consumer & Retail
Brand, channel, and customer in a re-mediated market.