The Safer is a new way to do venture capital. Repurchase payments funded by company revenue can begin after a honeymoon period, while the position keeps its equity participation and upside. Accredited investors can take part through Fund I or deal by deal through the Next Wave Investor Network.
Five long waves of technology reshaped the economy over two centuries. Each followed a pattern. An enabling technology appears, infrastructure builds out over decades and value gathers in the companies at the convergence points.
We believe autonomy is the sixth. Warehouses where robots coordinate directly with delivery vehicles. Grids that balance themselves in real time. Industrial systems that predict and prevent their own failures. The companies that build this layer are being founded now.
Every opportunity is curated, researched and diligenced before it reaches an investor.
Every company maps to the Era of Autonomy thesis and to the companies around it.
Opportunities come out of our own thesis research, which maps where value gathers before we look for the companies building it.
Each deal is screened against our thesis and operating criteria before it is shared with Fund I investors or Network members.
Operators who have built and scaled companies review the technology, the market and the team the way a future executive would.
The Safer ties investor payouts to revenue, so both sides gain when a company builds durable operations.
Systematic exposure to the thesis across studio companies, using the Safer in place of standard venture equity. Built for deep tech timelines.
A membership for investors who back durable businesses and are tired of the Silicon Valley illiquidity iceberg, where years of paper value sit locked below the surface. Members review each opportunity, receive institutional-depth research and quarterly briefings, and join a peer community that helps shape governance, deal review and transparency standards.
Positioning systems and environmental sensors that make urban corridors and utility rights-of-way machine-readable.
Carrier-neutral fiber and edge computing built into large private real estate developments.
Patented autonomy software for multi-agent coordination and navigation where satellite positioning is unavailable.
Vertiport infrastructure inside buildings for drone logistics at airports and large mixed-use sites.
The senseEDGE platform for edge-based 3D perception, built for cities, transport authorities and industrial operators.
Wastewater evaporation services financed through a two-phase project capital model.
Carbon capture delivered as a pay-per-use utility service.
Detailed reports on each company go to Fund I investors and members of the Network.
Company descriptions summarize our March 2026 portfolio research report. Detailed company reports go to Fund I investors and members of the Next Wave Investor Network.
Explore the portfolio, understand the Safer and discuss which investment route fits your goals.