The three categories where structural advantage compounds over decades, and the founder traits common to every company we back.
We don’t pick sectors broadly. We pick areas where our operating bench, network, and patient capital give us a structural reason to win. Each focus is anchored by real positions in our portfolio.
From application-layer companies defining the future of human–machine interaction to the infrastructure essential to the physical and data foundation that LLMs are built on: compute, hardware, sensing, and the data layer beneath modern models.
Analytical instruments, bioprocessing equipment, diagnostics platforms, novel reagents, and the picks-and-shovels layer of pharma manufacturing. The deep tech tools biopharma will build on for decades, flowing through the same channels our operating partner already operates.
Advanced materials, climate manufacturing, space infrastructure, semiconductor tooling, and the physical industries the United States is rebuilding domestically. Long capital cycles, regulatory complexity, manufacturing tempo: the kind of deep tech company a 7-year fund cycle can’t underwrite.
The three focus areas describe where we play. These four traits describe every position in the book.
Builders who could ship the product themselves.
Teams that shatter the rate of innovation in their category.
Regulatory, supply-chain, data, and distribution edges beyond the tech itself.
Aimed at problems the industry hasn’t solved, not this quarter’s consensus.
We are deliberately concentrated. Initial check sizes range from $100K asymmetric pre-seed bets to $2M anchor positions, with follow-on capacity reserved against milestone clarity rather than round-cadence pressure.
Capital is deployed where the operational value-add is also strongest. Portfolio companies receive both money and the full operating-company infrastructure stack across Asia. The goal is to back fewer companies, more deeply, for longer.
Our capital does not have a fund-cycle clock. We can hold positions through long build-outs in industries where venture timing is an exit liability rather than a feature.
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jesse [at] yanvc [dot] com