AI Infrastructure
40%Compute, networking, and data systems that make AI reliable at scale.
Growth capital · AI infrastructure · Est. 2019
Capital that helps AI companies scale with discipline.
We back established teams with clear unit economics, real demand, and a path to durable profitability — then help them ship.
Who we are
We back products people actually use.
From infrastructure to vertical AI, we focus on teams solving real problems with durable economics — not science projects.
Move fast
Small teams, clear ownership. We decide quickly and ship with founders.
Build what matters
Capital only where unit economics and real demand already exist.
Think long-term
Structures and support designed to compound for years — not quarters.
Enterprise AI
35%B2B software with measurable ROI and a real sales motion.
Applied Intelligence
25%Vertical AI in healthcare, finance, ops — clear paths to market.
Products
Products we build. Businesses we grow.
Live production sites only — homepage captures + outbound links. No fiction.
Featured · Logistics OS
Locoreal
Locomotion OS — logistics and operations software.
Open live sitelocoreal.vercel.app
Our approach
Great products are built by small teams.
Fast decisions. Clear thinking. Zero bureaucracy.
- 20
- Live prod sites
- 0
- Layers of bureaucracy
- MX / US
- Market focus
- 100%
- Operator-led
See how we build
Operator capital with a bias to shipping. Learn more about our thesis and how we work with founders.
Strategic planning
Board-level support on positioning, pricing, roadmap.
Talent network
Operators and specialists introduced when it matters.
Distribution
Intros across the portfolio and partner channels.
Follow-on capital
Dry powder and syndicate when traction proves out.
Team
Join a team that ships
Operators first. We sit beside founders — not above them.
Aubrey Oakes
Managing Partner
Henry Blackstone
Partner
Marissa Vanderbilt
Partner
Aubrey Oakes
Operator-investor focused on AI infrastructure and enterprise software.
Henry Blackstone
Growth and go-to-market for technical products scaling past product-market fit.
Marissa Vanderbilt
Board work, capital structure, and long-horizon portfolio strategy.
Contact
Let's build something great
Whether you're raising, partnering, or just want to compare notes on AI infrastructure — we want to hear from you.