Capital
Invest.
Early positions in frontier companies where our machine gives them an unfair advantage.
0%
01
Wehaveneverbeenbetteratinventingtechnology,andneverworseatdeployingit.
Frontiercompaniesrarelyfailatthescience.Theyfailatdistribution,manufacturing,regulation,andgo-to-marketinmarketsthatdonotworklikeSiliconValley.Thatgapisthemostexpensiveproblemintech,anditistheonlythingweworkon.
We carry frontier technology into the world's growth markets.
Market entry, deployment, and growth on the ground, in the markets where execution decides the outcome, with investment in what works.
We operate between San Francisco and the world's fastest-growing markets. Most firms put in the money and leave. We invest where our channels, operators, and market access structurally raise a company's odds, and then we do the work.
Operations
Operate for the portfolio.
Our operators run distribution, market entry, and growth for the companies we back.
Field
Deploy first.
We run real deployments on the ground, in factories, schools, and businesses, before we put money behind a market. The field decides, not a memo.
Fourcompanies,plusoperatingpartnershipswithadditionalfrontiercompanies.
CLD-9: robotics-driven personalized medicine · Mussel Polymers: advanced materials, a closed $10M Series A and a $40M Department of Defense contract · Raisi.ai: AI-powered fundraising · Nuron: an in-stealth world model AI lab, founding partner. The full portfolio.
The receipts so far.
05 ENTRIES- R01
Factory AI pilots entering Gujarat's industrial clusters
DeploymentGujarat - R02
AI infrastructure pilots across retail and small and medium businesses in India
DeploymentIndia - R03
Early in CLD-9, before Antler and Boost VC, and marked up 6.25x on paper since
CapitalCLD-9 - R04
A portfolio company that closed a $10M Series A and a $40M Department of Defense contract
CapitalPortfolio - R05
Education robotics reaching ~2,000 students across Indian schools
DeploymentIndia
In our own words.
02 FILMSF01
Introducing Agencity
Arjun Vad, our founder, on what Agencity is, why it exists, and how we work with the companies we back.
F02
Our thesis, and the venture landscape
Arjun Vad on the thesis behind the firm, and where venture capital is heading.
Aglobalfirm,builtalongtheroutetechnologyactuallytravels.
San Francisco
Where we source. The frontier's deal flow, founders, and capital.
India
Where we run the deepest operations. Operators on the ground, factory and institutional channels, AI infrastructure live in real businesses.
The Gulf
Where capital meets deployment. Active relationships across Abu Dhabi, Dubai, and Doha.
Southeast Asia
Where we are opening, through partners: government channels in the Philippines and port-innovation access in Singapore.
Across these markets, our channels span academia, manufacturing, sales and forward-deployed engineering, IT firms, business networks, and government. Deal flow also reaches the firm from China's frontier ecosystem, and Africa is next, through partners.