Thesis
The deepest moats
The deepest moats
are built on
first principles.
We back founders whose companies originate in the engineering and physical sciences — where the competitive moat is built not on software abstraction, but on a deeper understanding of how the physical world actually behaves.
Our investments share a common thread: computational models of natural phenomena, applied at operational scale. Systems that simulate how fluids move through complex environments. Platforms that predict how energy propagates across terrain. Tools that turn the mathematics of physical processes into decisions that matter in the real world.
Pre-seed and seed. $50K–$500K. High conviction, low volume.
Work with us →
Portfolio
Envitel
Active
Mantis Geophysics
Active
Terra Robotics
Active
Spotawheel
Active
DES
Failed
Athroa Innovations
Failed
Contact
Building something
Building something
from first principles?
We respond to every substantive introduction.
michael@tzannes.netUnited States · Investing globally