We’re a pre-seed to Series A deep tech venture capital firm, investing $100K to $2M in three categories where structural advantage compounds over decades. The common thread across every company we back: founders who shatter the rate of innovation in their category. Technical, execution-driven, and aimed at long-term goals rather than near-term consensus.
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.
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 new sensory and computational layers redefining how humans interact with machines, with each other, and with the physical world. Hardware-anchored interaction platforms, cognition-aware computing, and the input layers for the next generation of intelligent systems.
The three focus areas describe where we play. The four characteristics below describe what every position in the portfolio shares: the pattern that survives across sectors, stages, and cycles.
Founders who can build the product themselves, or could, even when they’ve since hired around it. Technical depth and operating velocity are not separable traits. We back people who can do both.
The rate of innovation matters more every year. We back teams who ship faster than the category expects, with a tempo that compounds against well-funded incumbents and outpaces the next wave of competition before it forms.
Regulatory pathways, supply chain lock-in, proprietary operational data, embedded switching costs, manufacturing process advantages, distribution control. A foundation model release should not be able to commoditize the company. The product is the visible layer; the moat is what holds.
We back founders aiming at problems the rest of the industry has left unsolved, or hasn’t yet recognized as solvable. Not the deal everyone is grasping toward this quarter. The largest outcomes come from the companies willing to take a decade to build something a generation will use.
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 China. 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