The work · 2026

Quietly built. Honestly counted.

Companies in production, rounds that closed, founders still on speaking terms. Here's the ledger in detail — real status, real numbers, real names on request.

Entry 01 · B2B dev infra

Company A — to be named

Active2024–· Logo placeholder

Co-founded with a technical founder we'd worked with before. Shipped the MVP in eleven weeks. Sat in every seed diligence call and helped translate a deep-tech architecture into a fundable story. Closed seed with a single lead at terms the founder wanted. We're still on the cap table and still in the weekly product review.

They sat in the seat with me from week one. I'd take their cheque before anyone else's.

  • Raised

    $1.4M

  • Stage

    Seed

  • Status

    Active

Entry 02 · Internal-tooling B2B

Company B — to be named

Active2024–· Logo placeholder

Co-founded around an idea we'd been writing about for a year. Built the first version in eight weeks with two engineers and one designer from our extended network. Ran fundraising end-to-end — data room, model, every diligence call. Round closed in eight weeks at the founder's preferred valuation.

  • Raised

    $900K

  • Stage

    Pre-seed

  • Status

    Active

Entry 03 · Vertical SaaS

Company C — to be named

Profitable2023–· Logo placeholder

Joined a founder six months in to take over GTM for the first ten enterprise customers. Wrote the pricing, the sales motion, and the first ten contracts. Today the founder runs it solo and profitably, with no further raise planned. We stayed on as a small line on the cap table and on call when a hard email needs writing.

  • Raised

    Bootstrapped

  • Stage

    Profitable

  • Status

    Operator-led

Entry 04 · AI infrastructure

Company D — in build

In build2026–· Logo placeholder

Currently in build. Two founders we've known for years approached us with a hard technical thesis around model deployment for regulated industries. We're prototyping with them, co-writing the seed deck, and lining up the first three pilot conversations. Public details forthcoming once the first customer signs.

  • Raised

    Pre-funding

  • Stage

    Build

  • Status

    Stealth

How we choose

The shorthand we use before a call.

We don't keep a thesis on a slide. We keep one on the back of an envelope, and we redraw it every quarter when we've been wrong.

Last redraw · Q1 2026

Most interested in

04 threads

  • Product-as-moat software

    Where the code is the differentiation, not the funnel.

  • Developer infra & internal tooling

    Sharp technical users, willingness to pay, low ZIRP residue.

  • B2B software with a clear technical user

    Buyers who use the product the same morning they sign for it.

  • Founders who describe in one sentence

    Architecture in one line. Market in the next. The rest is execution.

Less interested in

04 threads

  • Pure content businesses

    Editorial without an engineering moat.

  • Marketplaces without a technical edge

    Two-sided liquidity problems we can't seed both sides of.

  • Consumer hype cycles

    Categories built on TikTok and paid acquisition.

  • Teams of generalists, no edge

    Where the primary asset is presentation rather than craft.

Galata Tower at first light, terracotta rooftops sloping toward the Golden Horn.

The same skill set. Different chair.