True North Fund / Sectors

Where we see the future.

AI Infrastructure

The foundation layer of the intelligence economy. Model serving, vector databases, and fine-tuning pipelines are becoming as essential as cloud compute was a decade ago.

[Model Serving] [Vector DBs] [Fine-tuning]

DeFi Protocols

Programmable finance needs better plumbing. Liquidity infrastructure, on-chain risk management, and settlement layers that institutions can trust.

[Liquidity] [On-chain Risk] [Settlement]

Applied AI

Intelligence applied to specific verticals. Vertical SaaS that embeds AI natively, automation platforms, and tools that augment human judgment rather than replace it.

[Vertical SaaS] [Automation] [Human-AI]

Tokenized Assets

Real-world assets on-chain. The infrastructure to tokenize, trade, and custody institutional-grade assets with regulatory clarity and composability.

[RWA] [Institutional DeFi] [Compliance]

Developer Tools

The tools that builders use to build. AI-native development environments, infrastructure abstraction layers, and observability for complex systems.

[AI-native IDEs] [Infra Abstraction] [Observability]

Data Infrastructure

Data is the raw material of intelligence. Pipelines that are reliable, contracts that enforce quality, and streaming architectures that process reality in real time.

[Pipelines] [Data Contracts] [Streaming]
Watching

Emerging areas

Decentralized Compute

GPU marketplaces and distributed inference networks. The demand for compute is outpacing centralized supply. New allocation models are inevitable.

AI Safety Infrastructure

Evaluation frameworks, alignment tooling, and audit systems. As AI capabilities accelerate, the infrastructure for responsible deployment becomes critical.

Cross-chain Identity

Portable identity and reputation across chains. The multi-chain future needs interoperable trust layers that work without centralized gatekeepers.

Building in one of
these areas?

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