The founder brings
- Domain expertise built over years, not weeks
- Customer access and credibility in the vertical
- Validation evidence that demand already exists
- The drive to lead the company as CEO
Investment Thesis
AI-first applications that reset, redefine, and reboot a vertical
Two filters. Every venture passes both.
Why applications, not infrastructure.
Foundation models are converging in capability and falling in price. Building another one is a capital game we choose not to play.
The durable value is in the layer above: vertical workflows where a product has to understand a specific domain, handle its data correctly, satisfy its regulators, and reach its buyers through channels that already exist.
That is where a small, focused team with the right co-founder wins. It is the only place we build.
What market validated means to us.
Evidence we accept, in any combination:
- Paying customers, even a few
- Signed pilots or letters of intent
- A waitlist with real conversion, not vanity signups
- A manual or spreadsheet process that businesses already pay people to do
- A regulatory or compliance deadline that creates forced demand
A great idea with no evidence is a research project. We are glad to talk, but it is not yet a venture.
Where we are building.
- Finance and Accounting
- Healthcare Records
- Legal and Compliance
- Software Development
- DevOps
- Media and Publishing
- Insurance Operations
- Logistics and Supply Chain
- Public Sector Procurement
Where we are not.
- Foundation models
- Consumer chat apps
- Crypto
- Hardware
The Deal
How co-founding with AGIS works.
AGIS brings
- A senior engineering team
- The standard tech stack
- Go-to-market and positioning
- Connections to customers and investors
- Compliance, bookkeeping, and tax already running
Ownership
AGIS takes a founding stake of [XX to XX percent] in exchange for the operating half of the founding team. Both sides dilute together in outside rounds. [Adjust to your actual terms.]