Next-Gen Fund Engine

Backing Frontier Intelligence, Dual-use Tech, and Resilient Infra

 

INCUBATED AT
Harvard Business School
Harvard Innovation Lab

 

Investment Thesis

We invest in the future of asymmetric alpha, focusing on technologies that solve real-world problems with high commercial adoption.

 
 

Agentic & Physical AI

Moving beyond chat interfaces to autonomous task execution. We back vertical copilots and smart machines embedded in robots, drones, and surgical tech that operate under tight latency and safety constraints.

 
 

Dual-Use Tech

Bridging the gap between civil and defense applications. We target innovations in space and defense where overlapping budgets and government mandates prioritize commercial-first speed.

 
 

Resilient Infrastructure

Addressing the $1.2T infrastructure gap. We invest in data-driven systems that improve the resilience, uptime, and predictability of energy, water, and circularity systems.

The Valley25 Edge

Our "Operator-Investor" DNA combines the technical depth of Silicon Valley with the institutional discipline of Wall Street.

We leverage a proprietary investment process to filter signal from noise, backing technologies with deep fundamental moats rather than market hype.

Investment Process

We employ a disciplined, scalable, and repeatable three-stage engine to filter signal from noise and drive value.

 

Sourcing Engine

We leverage technical, financial, and operational ecosystems to access proprietary deal flow. Our network integrates deep ties to premier innovation hubs like Google and Stanford, institutional finance leaders, and global-scale operators from Wall Street and Bridgewater.

Investment Engine

A rigorous, data-driven framework designed to build resilience. We apply a disciplined "Antithesis" screen to avoid market hype, a quantitative 8-factor scoring model evaluating 150+ data points, and 4D diversification across sectors, tech stacks, geographies, and fund vintages.

Portfolio Engine

We provide high-touch support through a global cross-border platform. This includes a hands-on operational playbook for GTM and unit economic optimization, a geographic bridge connecting US innovation with global scale, and institutional access to downstream capital and enterprise customers.