No matter where you sit, there is a deep consensus that our once world-building industrial base has fallen into disrepair.

Over two generations, an addiction to labor arbitrage and the flat marvels of silicon and zero marginal cost has metastasized into an aversion to hard work, to heavy industry, and to generational projects that contribute to the greater good.

The making of real things became someone else’s problem, while the fruits were served up to us on a silver platter shipped via same-day delivery.

The West once held its own destiny in a firm grip. Now, our atrophied collective hand pokes at a touchscreen while becoming dangerously unfamiliar with the rigors of actually building.

We can all feel it. A supercycle is groaning to a halt. Rivets that underpin incumbent systems are popping loose. The known world order is becoming disordered.

The “end of history” is ending.

But a new era is well underway: one in which innovation is transforming multiple global industries simultaneously. It is being ushered in by a new breed of entrepreneurs who understand that the challenges facing the world’s democratic economies are existential and the need for durable solutions is urgent. They are creating what will become the most valuable and transformational companies of our time.

They are mechanical engineers, molecular biologists, farmers, physicists, rocket scientists, investors and operators, military and intelligence veterans, policy wonks, and designers.

And they are focusing their collective energy on transforming the world’s most critical industries. Transportation, manufacturing, energy, aerospace and defense, and natural resources will all look completely different within a generation, and with those transformations, trillions of dollars in value will be generated.

We call the companies they are building New Industrials.

By leveraging today’s technological building blocks and societal tailwinds, New Industrial founders are innovating at a pace that makes the mind reel and the heart proud for what our societies have the potential to become again. In their ranks, there is no shortage of talent, ambition, or patriotism.

But there is a critical gap – one that is constraining innovation and shackling growth. The capital, resources, and institutional knowledge needed are failing to keep pace with the speed of the innovators and the urgency of the problem.

Put simply, investment products have become far too siloed and their institutions now classically victim to the Innovator’s Dilemma.

Unlike the internet era that preceded it, an efficient financing model does not exist to match the ambitions and needs of New Industrial companies.

Many private market investors cling to an outdated playbook from a previous generation in a rapidly evolving landscape that they increasingly fail to understand. Meanwhile, later-stage institutional investors find the typical New Industrial project too small in deal size to be compelling based on their model and portfolio expectations.

This lack of structured financing at key inflection points for New Industrials has constricted the growth of landmark businesses and hamstrung the innovators, trapping them in fundraising cycles and handcuffed to rarified exit strategies often misaligned with building an enduring business.

Put another way: New Industrial founders are eager to pick up the heavy weights themselves, but very few in the capital stack have stepped up and tried their hand at the biggest lift of our generation.

As individuals, our team has been investing and building within this gap for more than a decade, as we witnessed that urgent misalignment looming in the distance. Valuations were rising, but factories weren’t. Builders were increasingly weighed down by an outdated model, and they needed liberation.

We are here to bridge that gap, both by financing and by actually building projects alongside these founders.

The St. Clair Tunnel, the first full-scale underwater rail tunnel was built between Canada and the US in under two years. The Empire State Building rose in thirteen months, beginning construction before plans were even finalized. Robert Moses remade New York City again and again. The Manhattan Project turned theory into a force of nature in under four years. Across the Atlantic, the Marshall Plan rebuilt the ruins of Europe in a single decade, laying the foundations for a continent’s future.

Builders of the past worked quickly because they knew that the cost of delay was measured in more than profit. They moved because the work was urgent, regardless of whether the path was clear.

Historically, capitalists have innovated, too. The previous 225 years of capital market history is replete with examples of investor builders who developed novel bundles of capital networks and operational expertise to catalyze a new class of companies. In doing so, they became legends who helped bend the world in new, better directions.

This is our blueprint.

We are a team of developers, investors, engineers, veterans, and company builders - brought together to remove obstacles to commercialization and build infrastructure for the most promising New Industrial companies.

To do so, we employ a novel blend of capital, operations, and project execution, all designed to meet the critical gap between innovation and scale.

We build at the speed of the past which means we are reaching into the toolkit of history not for empty nostalgia, but with the knowledge and respect that those before us have faced their own generational challenges. They persevered with courage and innovation in their own time and place, and we intend to do the same.

Our mission is to become the leading financial institution for the most valuable technology companies of this next generation

There is no time to waste. We must upgrade the inner workings of our once-great machine.

It’s time to answer the call that very few have been willing to answer.

We’ll be in touch.