Where intelligence changes the economics of a business.

01

Agentic commerce & retail

Merchants of every size need to sell across more channels with fewer people. Agents that recommend, sell, serve and reorder change the margin structure of retail.

What we look for

• A clear path to merchant adoption in the first 90 days
• Revenue tied to transactions or subscriptions
• Data that improves with every order

Typical products

• Conversational and agentic checkout
• Inventory and pricing agents
• AI customer service for merchants

02

B2B workflow automation

Operational work inside companies and institutions is still largely manual. Agents that complete whole workflows, not only single tasks, unlock large budgets.

What we look for

• An identifiable economic buyer
• Measurable time or cost saved per customer
• Integration with existing systems in weeks

Typical products

• Document and process agents
• Procurement and supplier automation
• AI operations for multi-site businesses

03

Vertical AI for services

Food service, education, welfare and logistics need software built around how they actually work, with the industry’s rules designed into the product.

What we look for

• Deep knowledge of one industry’s workflow
• Regulation handled inside the product
• A distribution channel from day one

Typical products

• Operating systems for restaurants and kitchens
• School and education management
• Employee welfare and benefits platforms

04

Finance & operations

Small and mid-sized companies spend heavily on accounting, payments and reporting. AI can run most of that work, with a qualified professional in the loop.

What we look for

• Security and compliance built in
• Pricing aligned with customer savings
• Human oversight where the law requires it

Typical products

• AI bookkeeping and monthly close
• Payments and cash management agents
• Investor and board reporting