Tom Zhang
Capital
Partnering with founders from first conviction to lasting impact.
Conviction capital for underestimated builders.
What We Look For
We don't invest in markets or trends. We invest in exceptional people building the future from first principles.
0→1 Builders
We back founders who create new categories, not chase existing ones.
Sharp Outsiders
The best insights come from those who see what others miss.
Resilience > Polish
Grit and adaptability matter more than perfect presentations.
Conviction Over Consensus
We bet big when others hesitate. First check to last mile.
Technical Depth
Deep technical founders solving hard problems at the infrastructure layer.
Founder-Market Fit
The right person with unique insights into a massive opportunity.
Founder Stories
The real measure of our success is the lasting impact our founders create.
Success stories coming soon from our portfolio companies.
Resources
Open-source insights and perspectives from the frontier of technology and entrepreneurship.
LP Letters
Quarterly insights and market perspectives shared with our limited partners.
Essays
Deep dives on emerging technologies, market dynamics, and founder lessons.
Founder Podcast
Conversations with exceptional builders about their journey from zero to one.
Pitch Us
Building something extraordinary? We want to hear from you. Send us your deck, your vision, or just say hello.
Ready to build the future?
We're looking for founders who think differently, move fast, and aren't afraid to tackle the impossible. If that's you, let's talk.