Portfolio
Where We've
Invested
We invest across direct equity, early-stage ventures, and fund holdings — always through the lens of People, Process, and Product.
Direct Investments
High-conviction equity positions in operational-stage companies
Sanwa Fertilizer
Established fertilizer manufacturer serving Japan's agricultural sector. Sanwa combines decades of operational discipline with a defensible product line positioned for expansion across Asian markets.
3P Thesis
Strong process discipline in manufacturing and distribution, combined with a defensible product line serving a resilient end market.
Early-Stage Ventures
Selective angel and seed investments in high-conviction founders
Neo-Precision Therapeutics
Personalized cancer immunotherapy targeting patient-specific neoantigens. The PAPC vaccine loads synthesized neoantigens onto the patient's own dendritic cells, delivering safer, more effective treatment than uniform therapies — starting with esophageal cancer and expandable to other solid tumors.
3P Thesis
Exceptional founder-market fit in precision oncology, a differentiated platform with a clear regulatory pathway under Japan's regenerative medicine early approval system, and an insurance-covered reimbursement model that removes patient-side adoption friction.
WAI Co., Ltd.
World-class facial recognition built for the unmanned economy. WAI's flagship product WINS ranked 8th globally in NIST FRVT 2023, delivering 99%+ accuracy without GPUs — making enterprise-grade recognition viable for small and mid-sized facilities across access control, unmanned stores, and smart buildings.
3P Thesis
Technical founding team with internationally benchmarked IP, a cost structure that unlocks an underserved SMB segment, and proven enterprise pull from Japan and Korea positioning WAI as the foundation of a next-generation visual intelligence platform.
7Gs
AI facial-recognition platform reconstructing local transportation. 7GsEYE captures real-time boarding data inside buses, and 7GsON enables deviceless fare payment — powering on-demand routing, autonomous bus operations, and smarter decisions for local governments.
3P Thesis
Deviceless recognition at the edge unlocks new data and payment rails for local transit, with strong pull from municipalities modernizing aging mobility infrastructure.
Metaintro
AI-powered career intelligence platform matching professionals to roles in seconds, while giving enterprises real-time hiring and workforce data across 50M+ roles.
3P Thesis
Technical founding team with a defensible data moat, dual-sided pull from professionals and enterprise buyers, and a scalable architecture built for global expansion.
Rentberry
AI-powered home rental platform digitizing the end-to-end leasing process — search, application, negotiation, and payments. Rentberry is building an AI real estate agent on top of a large global rental dataset, with patented technology and a community-backed cap table spanning institutional and retail investors.
3P Thesis
Large, durable end market with a clear digitization gap, defensible IP, and a product positioned to automate a fragmented, high-friction transaction. We are watching execution discipline as the company scales toward a public-market path.
Aladdin Inc.
Humanoid robotics for waste management, starting with the AI-powered SmartTrashCan that automates material recognition and sorting at the point of disposal. Aladdin is building toward humanoid sorting systems that reduce manual labor across urban waste infrastructure, with early pilot deployments and a growing base of strategic partners.
3P Thesis
Technical founding team attacking a large, non-discretionary end market with a clear automation gap. High-accuracy recognition at the hardware edge creates a defensible data and product moat, and a recurring robotics-as-a-service model positions Aladdin to compound from municipal and enterprise pull across Japan.
Medivis
AI-powered surgical intelligence that turns 2D medical imaging (CT, MRI) into real-time 3D augmented-reality guidance in the operating room. Its FDA-cleared SurgicalAR navigation for spine and cranial procedures is deployed across 40+ hospitals and medical schools and has supported 2,000+ surgeries — with recognition including TIME Best Inventions 2023 and Fast Company Most Innovative Companies 2024.
3P Thesis
A deep technical moat — 40+ patents and hard-won FDA clearances — creates durable regulatory and IP defensibility in a high-stakes market, while proven clinical pull from leading U.S. health systems positions Medivis as the spatial-computing layer for the modern operating room.
Fund Holdings
Strategic LP positions for sector diversification
Hamilton Lane
An LP investment in Hamilton Lane (NASDAQ: HLNE), a global private markets firm with $920B in assets under management — providing diversified exposure to institutional-grade private equity strategies.
Strategic Rationale
Diversified exposure to later-stage private markets through an established manager.
rSPAX
Financial technology platform operating in the capital markets infrastructure space. Building tools that improve transparency and access in public market investment vehicles.
3P Thesis
Strong product vision addressing a clear market gap, with a team that understands both the regulatory landscape and the technology required to serve it.
Investment Framework
How We Evaluate Every Investment
From angel checks to fund holdings, every investment is evaluated through the same disciplined framework. The 3P model isn't a marketing concept — it's how we make decisions.
People
Leadership depth, founder judgment, ability to attract talent, and alignment of incentives across the cap table.
Process
Operating systems, decision-making discipline, and scalability of execution — can this company grow without breaking?
Product
Defensible positioning, real customer pull, clear value proposition, and durability of competitive advantage.