We find where systems are stuck
and deploy capital to unstick them

THE PROBLEM

The world has no shortage of complex, structural problems worth solving. It also has lots of investment capital sitting on the sidelines. Money isn't the constraint. Knowing where to put it is.

Complex systems tend to concentrate outsized value and influence in a small number of bottlenecks. Smart investors, companies and mission-driven organizations know this intuitively but have few systematic ways of finding them. That's because doing so is easy in principle, but prohibitively hard in practice.

Capital is abundant. Precision is scarce.
The constraint ins't the money. It's the map.

THE INFRASTRUCTURE

We build maps.

For nearly two decades, we've been building a computational infrastructure that maps complex value chains: where value is pooling, where it's migrating, what might break bottlenecks and whether those fixes are likely to work in messy, nonlinear real-world conditions.

The work started as a research collaboration with Clayton Christensen at Harvard Business School and Intel. It's since evolved across dozens of industries on multiple continents, in commercial and social environments we never would have imagined at the outset.