Outlier Fund II · Triple AAA Thesis Live

Speed investing into Deep Tech

Early capital, fast, to get you to your first institutional round.

USP
We are the first cheque into emerging technological frontiers.

13 years investing, early by design.

Through over a decade of deep tech investing and agentic research and workflows, we have accelerated due diligence and conviction-based investing.

Stage
First money in
Process
Max 3x calls
Close
Cash in 3 weeks
Latest investments

400+ investments and going strong...

AI · BiotechQ3 2026

Revanta

An AI platform for drug design, built for biotech companies.

revanta.bio ↗
Atoms · MaritimeQ3 2026

Mirai

Autonomous vessels and AI systems for maritime surveillance, inspection and operations.

miraitech.ai ↗
Atoms · DronesQ3 2026

Thoron

US-made drone systems for utility and critical-infrastructure inspections.

thoron.us ↗
What we invest in

One portfolio. One stack.

The AAA thesis is our vision for the next decade, where AI moves from software to the physical world of manufacturing and biology, as well as becoming increasingly autonomous, requiring new forms of coordination. With every new investment to the portfolio, we add synergies across a stack of over 150 live companies and protocols.

AI

Intelligence
Design, simulate, prove.

AI-native design for materials, molecules and manufacturing — and the cryptography that proves which model produced which output.

  • L2Verifiable computation
  • L3Design & simulation

Atoms

Physical systems
Power, make, sense.

Energy from grid to micro-nuclear, distributed synthesis from autonomous labs to desktop fabrication, and the sensors that report what's real.

  • L1Energy
  • L4Synthesis infrastructure
  • L6Sensing & oracles

Association

Economic coordination
Attest, trade, govern.

Provenance for physical objects and claims, and the marketplaces and legal wrappers that let people, machines and institutions exchange value.

  • L5Provenance & attestation
  • L7Marketplaces & legal wrappers

Read the full Fund II thesis — the seven layers, ticket sizes, risk framework and what we want built.

Read the Fund II thesis →
Syndication

Over $500 million co-invested alongside us globally.

We are a trusted syndication partner to family offices, venture capital firms and sovereign wealth funds globally.

Angel Syndication

We syndicate through special purpose vehicles, deal by deal, to aggregate angel capital and invest quickly, with minimal paperwork for founders.

Multi-Family Office

We deploy capital from our own balance sheet and lend our deep in-house technical and domain expertise to other family offices for technical due diligence and investment processes.

Venture Capital

We are a feeder from seed through to Series A and B, where we partially exit to make space for larger investors on the cap table.

Sovereign Wealth

We work with numerous sovereign wealth funds to support dual-purpose R&D spinouts, national industrial strategies and academic incubation.

Filling the gap

Addressing the structural gap in deep tech.

Most deep tech founders fall between two types of investor:

  • Generalist seed funds that lack the technical depth to underwrite them
  • Specialist growth funds that need market traction

We invest in that structural gap, bringing technical due diligence, relationships and market knowledge to bridge founders to their first institutional round through our network, then support them through later stages.

Plus partner credits from NVIDIA Inception VC Alliance, AWS, Google Cloud, Braintrust, Notion, DocSend and GitHub.

Our cheque
Early, specialist, compounding.
Primary
$50K–$1M, lead or co-lead
Syndicate
$50K–$500K alongside specialists
Secondary
$250K–$2M, later-stage & OTC
Stage
Pre-seed to growth
Where
Global
Lineage

Same principles. Different substrates.

As each new frontier opens, we deploy risk capital into new technological domains and technologies based on the convergence of technologies and principles of sovereignty.

Explore the research archive →
2013

Financial sovereignty

Ownership and exchange

Fund I
2016

Convergence

Intelligence, machines and markets

Fund I
2023

The Post Web

Agents as economic actors

Fund I
2026

AI, Atoms & Association

Intelligence, physical systems, coordination

Fund II · Deploying
2032+

Cis-Lunar

Declared, not deployed

Fund III · Loading