Conner Lovely

I invest in the critical systems the world runs on, digital and physical alike: the data platforms underneath modern software, the machines that secure buildings and move earth, and the factories and spacecraft rebuilding the industrial base from the shop floor to orbit. What draws me is less the sector than the stakes. When what a company builds is mission-critical, trust is hard to earn and slow to leave, and the ones that earn it become permanent parts of how the world works. Those are the companies I want to spend my career backing.

I have been a technology investor my entire professional life and every experience has sharpened the same conviction: management is the best predictor of how a company turns out. The best teams hold two speeds at once, a blistering pace of execution in the present and a strategic vision for the S-curves they will jump next. When I find a team like that, I go all in.