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Build. Advise. Invest.

You’ve built the technology. Now build the company.

We accelerate entrepreneurs building in space and physical AI. We advise founders on turning a working technology into a business, and invest our own capital in companies we believe in.

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  • 20+ years in enterprise software and financial-market infrastructure
  • Groove to Clari product leadership through the acquisition
  • NYSE and FINRA regulator experience behind our diligence
  • 4 continents of technical teams built and led
  • Our own capital invested in the space companies we back

Our thesis

AI is leaving the screen. Space is its hardest test.

The money followed software for a decade. Now it is buying atoms: chips, data centers and power. Next it drives them, in robots, vehicles and machines that act in the world. Space is where every layer of that stack runs under the hardest constraints, and where we focus.

  1. 2010s to 2024

    Bits

    Software eats the world: SaaS, apps and per-seat pricing.

  2. 2025 to 2026

    Bits buy atoms

    AI money pours into chips, data centers and power.

  3. 2027 and beyond

    Bits drive atoms

    AI goes into the real world: robotaxis, robots, devices, AI-designed drugs.

  4. Our focus

    Space

    Power, compute, bandwidth and distance, all pushed to their limits.

Software alone gets copied in months. Software plus the real world is hard to copy. Space is the hardest real world there is.

Read the full thesis State of AI: Investing, by Cammie Clay

How we work with founders

Two partners. Two ways in.

Advise

Sonia Sarao

Sonia Sarao

Co-founder, Advisory

Advises space and deep-tech founders on turning a working technology into a business: who buys it, what to build, how to sell it and how to raise.

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Invest

Cammie Clay

Cammie Clay

Co-founder, Investing

Leads the firm's investing, with a trader's read on where capital is moving and a regulator's eye for diligence.

How we invest

Build

We build our own products for entrepreneurs, starting with faibuddy, and AI agents that run new products end to end. Building keeps our advice grounded in what actually works.

faibuddy

Advisory and investing are separate decisions. Working with us does not require or promise an investment.

When founders bring us in

The hard part is no longer the technology.

  • The technology works, but the first commercial customer has not signed
  • Government or commercial first, and the answer changes the whole roadmap
  • Engineers understand the capability. Buyers do not yet
  • Investors outside the sector do not understand the market
  • Sales run through buying committees, primes and procurement
  • A raise, partnership or acquisition is approaching and the story is not ready

We bring operating, product and commercial experience, not aerospace engineering. You know the physics. We help with who buys it, and how.

Selected advisory work

Recent problems we have worked through.

  • Early stage Space

    An early-stage space company is connecting its technical capabilities to customer needs and commercial opportunities. We advise the founders and are investors in the company.

  • Early stage FinTech

    An early-stage FinTech company was refining its problem, target market and business model while regulatory requirements were shaping what the product could become.

  • Growth stage B2B software

    A growth-stage B2B software company needed its enterprise segments, product strategy and AI direction to reinforce the same business model.

  • Early stage Life Sciences

    An early-stage life sciences company needed to align its target market and business model with the compliance requirements affecting the product and operating model.

Tell us what decision is in front of you.

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