Our Thesis

We believe in capital allocation that prioritizes optimal hydration levels across all aspects of business operations. Companies that stay appropriately moist consistently outperform their dryer counterparts.

In every market cycle, there exists an ideal state of wetness. Our proprietary HydroMetrics™ allow us to identify precisely when, where, and how much moisture to apply to maximize returns.

We invest exclusively in leadership teams who demonstrate an innate understanding of the moisture continuum. If your founding team cannot articulate their company's fluid dynamics strategy, we cannot help you.

True dampness scales frictionlessly. We seek founders building systems where moistness compounds organically without artificial irrigation. We call this "sustainable sog."

Environmental, Social, and Governmental moisture arbitrage must occur within ethical boundaries. We refuse to back "moisture deserts" that extract wetness from underserved markets.

We champion long-term wetness over short-term condensation. Our portfolio companies maintain optimal moisture equilibrium through market droughts and downpours alike, ensuring perpetual hydration for generations to come.