AI changes the economics
AI can automate work that traditional software could only organize. Complex administrative processes can become intelligent workflows.
OUR THESIS / 02
Government is ready for a technology reset.
The private sector has undergone successive waves of technological transformation. Now AI is changing what software itself can do. Government will not be exempt.
WHY NOW
A once-in-a-generation platform shift.
Three forces are converging.
Governments need better technology
Public institutions face rising expectations with constrained budgets and limited capacity.
New founders are entering
Talented technologists and entrepreneurs are turning toward problems once considered too difficult, regulated or slow.
WHAT WE BELIEVE
“Government is a market. Public impact is the outcome.”
Conviction before consensus.
The most interesting companies rarely look obvious at the beginning. We want to meet founders before the category exists, before the procurement playbook is obvious and before everyone understands why the technology matters.
AI-native beats AI-enabled
If you rebuilt this government function today with AI available from the beginning, what would it look like?
Founders come first
We look for uncommon insight and the conviction to pursue a problem before the market catches up.
Public impact and returns
We believe companies can generate exceptional financial returns while solving meaningful public problems.
Think beyond GovTech
Government can be a powerful starting market rather than a ceiling.