How we invest
Check size
$1M–$3M lead or co-lead
Stage
Pre-seed & seed
Typical company
1–3 technical founders, often pre-product or pre-revenue
Decision maker
One GP — board seats at seed, 24-hour conviction
Core concepts
Software beyond the screen
Seed-stage venture capital for technical founders building software that reaches the real physical world—from agri-tech and robotics to space, healthcare, and climate tech.
Settings → analytics → updates
Rather taking one shot at the right product, startups now have heat-seeking missiles, analyzing their product's performance in customers' hands and constantly refining it via over-the-air updates.
Not just sensing, but actuating
Most investors understand sensing. Ubiquity backs companies that go further: closed-loop feedback and control to trigger actions in the physical world.
Off the beaten path, not off the deep end
Non-consensus bets in overlooked sectors—always where software fundamentals are sound and capital can get to real revenue.
Disciplined deeptech
See how this thesis shows up in practice.
Physical systems with sound software fundamentals and a real path to revenue. Not moonshots. Not SaaS.
