Climate Tech / AI
Growth
Treeable
AI-first tree intelligence platform using computer
vision and predictive modeling to manage tree
portfolios for cities, insurers, and enterprises.
Introduced
▾ Details
Sourcing Thesis
Municipal and enterprise tree management is a
massive undigitized market. Treeable applies
computer vision and remote sensing to automate
inventory, predict risk, and generate maintenance
plans — creating a data flywheel that
compounds with every deployment. Partners include
NVIDIA and Esri.
AI / Dev Tools
Early
HeyNeo
Autonomous ML engineer — an AI agent that
automates end-to-end machine learning workflows
from data exploration through model deployment,
integrated directly into VS Code.
Introduced
▾ Details
Sourcing Thesis
ML engineering talent is scarce and expensive.
HeyNeo's autonomous agent scores at Kaggle
Grandmaster level and plugs directly into
enterprise data stacks (Snowflake, Databricks,
BigQuery). The thesis: AI-native developer tools
that replace entire workflows — not just
assist — will capture outsized value.
Biotech / Rare Disease
Pre-Seed
Ashlins Pharma
Rare disease drug discovery leveraging market
dislocation and mTORC-1 biology. Founded by a
Thiel Fellow who created a $45M pharma partnership
and led a Phase 3 trial before turning 21.
Introduced
▾ Details
Sourcing Thesis
Rare disease is structurally under-invested
relative to addressable patient value. The
founder's track record — $45M
Avalo Therapeutics partnership, Phase 3 trial
leadership at 20, Thiel Fellowship —
signals exceptional founder-market fit in a
space where execution speed is the moat.