Own the Infrastructure
This is an index bet on the digitization of European Sovereignty. Access a pipeline of de-risked, metric-driven spin-outs that bypass the traditional Seed Stage Valley of Death.
We don't guess at product-market fit. We engineer it.
The Investment Thesis
The Macro Trend
European regulation (DORA, EU AI Act, GDPR, CSRD) has reached critical complexity. The traditional "Big 4" consulting model is broken. Human cognitive capacity can no longer scale with regulatory requirements.
This creates a €100B+ opportunity for autonomous compliance systems. The transition from "Billable Hours" to "Autonomous Agents" is inevitable.
We're building the picks and shovels for this transformation.
By The Numbers
Why This Model Wins
Platform Economics
Every vertical shares the same Digital Auditor core. R&D investment compounds across the entire portfolio. Margins improve with each spin-out.
De-Risked Execution
Technology proven before spin-out. Regulatory coverage built. Founding teams recruited with domain expertise. We skip the Valley of Death.
Regulatory Moat
Compliance becomes the wedge. Once embedded in the verification workflow, we control the transaction layer. Winner-take-most dynamics.
Portfolio Structure
The Shared Core
Investors gain exposure to the underlying platform—the Digital Auditor—that powers all verticals. This is the compounding layer.
- Evidence Graph (data ingestion)
- Reasoning Engine (neuro-symbolic AI)
- Liability Layer (audit trails)
The Verticals
Each spin-out targets a specific €10B+ compliance market with proven founder-market fit and Day 1 product.
- KYB Studio (Identity Infrastructure)
- SAR Factory (Financial Crime)
- Tariff-Master (Trade Compliance)
- COI-Chaser (Vendor Risk)
Value Accrual
Investors capture upside at two layers: (1) individual vertical exits and (2) platform appreciation as the Shared Core becomes industry infrastructure. This is a barbell strategy with downside protection.
The Edge
While VCs make 20 bets hoping 2 succeed, we engineer 5 category winners with shared infrastructure. This is the VC model rebuilt for the age of AI platforms.
- Technology risk eliminated before spin-out
- Regulatory coverage pre-built and validated
- Founder-market fit validated pre-launch
- Platform compounds across all verticals
Investment Metrics
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