OperateBastionBook of ThesesVenturesIndustriesAbout Talk to us
Venture vehicles

Own the AI product your industry is about to need.

We write a thesis on where AI rewrites your industry. When the thesis holds, we put our IP and our team to work at cost in exchange for equity.

Our upside and yours compound on the same axis.

Start the conversation
The Guild · for individual operators

You know the workflow. You should own a piece of the product.

The Guild is for individual operators. Claims adjusters, title officers, TPA administrators, brokerage veterans who carry decades of workflow knowledge and earn nothing from it beyond a salary. You contribute a few hours a month. We build the AI product around it. You earn 10+% of net revenue and a profits interest.

No investment. No code. No quitting your job. Just equity in a product your knowledge built.

Walk into the Guild
The Foundry · for midmarket companies

Your company's know-how is the equity contribution.

The Foundry is for midmarket companies that want to co-found the AI-native product their industry is missing. You bring the market position, the distribution, and the first customer. We put Bastion, our platform and our team to work at cost. The product sits on a shared cap table. Joint venture, co-owned IP, or a clean equity split on a new entity.

Not a services engagement. A product company you co-own.

Walk into the Foundry

What we have already shipped

Bets that became exits.

Mobile and Marketplace Waves

ContractIQ

Midmarket companies had no reliable way to find and vet dev partners across borders. We built the marketplace. 10,000+ vendors, 15+ countries. Exited.

Data Wave

PipeCandy

eCommerce intelligence was the missing layer for brands competing on Amazon. We built the data engine. 9M brands, nightly sales predictions on 40M+ products. Sold to Pacvue.

Consumer Internet Wave

Byond.Travel

Group travel had zero digital infrastructure. We built it. Acquired by a NASDAQ-listed travel aggregator.

AI Outcome Wave

Healthcare AI

U.S. healthcare practices are drowning in AI vendor complexity. Five tools, none talking to each other, none wired to the operating layer that drives EBITDA. The bet is in flight now.

Which vehicle fits?

Both vehicles are narrow by design. The right starting point is a one-line note describing what you would build if we were in the room with you.

  • You are an operator or executive, not an advisor.
  • You can name the wedge in your industry in one sentence.
  • You want to own the product, not license someone else's.
  • You would rather sit on the cap table than sign a vendor contract.
Start the conversation