For the ones
building
what’s next.

Backing founders building the infrastructure for Physical & Agentic AI.

Share what you’re building

Pre-founders. Lab spinouts. First believers. You don’t have to have it all figured out.

CONVICTION, IN THE REAL WORLDSELECTED INVESTMENTS ↘
A starting point for our partnership
01
Stage
Seed – Series A
primary focus
02
First check
₩1B+
initial check size
03
Decision
≈ 4 weeks
first meeting → term sheet
04
After the check
Follow-on. Talent. Customers.
Client introductions · Scale-up / Global TIPS
The people in your corner

Deep understanding.
Shared conviction.

Jinyoung Park

Director
Physical AI · AI Infrastructure · Deep Tech

Backing founders building intelligence for the real world.

Seunggyu Lee

Associate
Semiconductors · Advanced Components

Backing founders turning frontier tech into real-world impact.

What makes a lasting partnership
01
Integrity
The value we place above all else and never compromise on.

We look for founders whose integrity holds under pressure and shows most when the stakes are highest. We would rather miss a great deal than trust the wrong person.

02
Built for the long haul
Founders driven not by a quick exit, but by the resolve to see one hard problem all the way through.

The transformations we back take years to unfold. What carries a company through is not endurance alone, but the conviction to keep pushing until the problem is solved.

03
Founders who shift the paradigm
Founders building technology deep enough to change how a market works, not merely optimize the one that exists today.

Often, they are researchers who have pushed the frontier of their field, now ready to carry that breakthrough from the lab into the world.

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For Founders
What are you building?
An idea, a breakthrough, or a company. Let’s start a conversation.
Share what you’re building ↗
Investment Thesis
2025
Physical AI Infrastructure
Our investment thesis, 'Physical AI Infrastructure' focuses on the foundational layers required to deploy AI in the physical world. As robots, autonomous systems, and embodied AI move from lab to production, the critical bottleneck shifts from algorithms to infrastructure: simulation & world models, middleware & OS, edge compute, system testing & V&V, and cybersecurity for physical AI. We invest 2–3 years ahead of mainstream adoption into the infrastructure startups that will become deployment prerequisites, at the intersection of software and hardware in regulated enterprise markets.
2023
AI-Driven Deep Tech Transformation
Our investment thesis centers on the transformation of deep tech sectors including manufacturing, energy, semiconductors, and space, where traditional software is increasingly replaced or enhanced by AI-driven solutions. Tasks currently dependent on human labor and expertise, as well as processes relying on conventional software systems, are rapidly transitioning to AI-powered alternatives.
2021
Redefining Humanity
Our investment thesis, 'Redefining Humanity' centered on the transformative potential of AI, robotics, semiconductors, and advanced technologies, the innovations poised to revolutionize industries and liberate humanity from the constraints of labor, paving the way for a future defined by creativity and higher purpose.
Column
The rules of the game are changing
The rules of the game are changing
2026.06
Read column →
Foundation
HW
SW
AI Infra · Physical AI Value Chain →
PORTFOLIO
Invested Companies
Smart Radar System
4D Imaging Radar
IPO (KOSDAQ)
CSO
High-Resolution Optical Camera
Cupix
Spatial Intelligence for infrastructure
SuperbAI
Vision Intelligence for physical world
SolverX
Physics Intelligence for Engineering
Faraday Dynamics
Humanoid Actuator
RideFlux
Autonomous Driving
UEL
[Space] Rover
SCOUTING
Edge AI Runtime & Model Compiler
On-device LLM/VLM inference · deterministic QoS
Model compression, inference engines, and energy-aware scheduling for edge deployment
AI-Native Industrial Digital Twin
Factory/process twins · agent-ready digital thread
Beyond CAD/CAE: PLM-level models trained on real manufacturing data. Ref: NVIDIA Cosmos + Siemens, PepsiCo: up to 90% of potential issues identified pre-build
Robot Data Engine
Teleoperation · retargeting · online RL
Ref: NVIDIA Physical AI Data Factory, Cortex AI (YC F25), Skild AI synthetic experience
World Action Model & Neural Simulator
Action-conditioned models · policy evaluation
Learned world models enabling closed-loop sim-to-real transfer for embodied agents
Tactile Intelligence & Sensorized Manipulation
Vision-tactile fusion · contact-rich control
Fingertip/gripper sensing · vision-tactile fusion · whole-body e-skin
Humanoid Platforms
Loco-manipulation · fleet learning · unit economics
Full-stack humanoids that turn hardware, intelligence and fleet learning into scalable labor capacity
Deterministic Robot Networking
Private 5G · TSN · time sync
5G/6G NTN, time-sensitive Ethernet, swarm comms: the missing link for safety-critical fleet deployment
Robot Runtime & Middleware
Real-time execution · ROS 2/Zenoh · HW abstraction
Benchmark: Wandelbots NOVA, Apex.AI, Cooshion/Pionoid
RobOps, Teleoperation & Fleet SRE
Fleet observability · intervention · rollback
Benchmark: Foxglove, InOrbit, Formant
Robot V&V / TEVV
Scenario coverage · continuous safety evidence
Benchmark: Applied Intuition, Foretellix (Renesas), DUALITY, BIFROST
Physical AI Cybersecurity
Device identity · signed OTA · runtime detection
Driver: EU CRA (2026.09 → 2027.12), NIST CPS Framework
Scouting landscape reviewed · August 2026
Infra
HW
Application
AI Infra · Agentic AI Value Chain →
PORTFOLIO
Invested Companies
Panmnesia
CXL/PCIe Fabric & Controller
Ideas2Silicon
Semiconductor IP Design
Kovis Technology
Semiconductor MI Equipment
Rio M&C
Subsea & Grid Cable Materials
Not a core focus — our focus is AI infrastructure, deployment, and vertical applications.
Allganize
Enterprise LLM Platform
Cognica
AI-native DB
for hybrid search
& RAG
QueryPie
Data/Server
Access Control &
Governance
Tynapse
AI Agent Runtime Trust & Safety Layer
Hopae
eID Verification & Identity Infra
Mckinleyrice
[HR] Recruiting Platform
Doodlin
[HR] ATS · TRM Solution
VoyagerX
[Consumer] AI Services
Amaze
[K-Culture] Global K-POP VR Concert Platform
Contents Technologies
[K-Culture] Music IP · Entertainment
Cenacle
[Healthcare] Cloud EMR/PHR
M&A (NAVER CLOUD)
SCOUTING
Whitespace
Distributed KV & Context Fabric
Prefix cache · CXL/NVMe tiers · cache-aware routing
Next-gen memory for hundreds of concurrent agent models. Synergy with Panmnesia (CXL)
Optical Interconnect & I/O Fabric
LPO/NPO/CPO · optical I/O · scale-up/out
Light-based data movement layer for AI clusters, breaking the Memory & Bandwidth Wall with lower power and latency.
AI Grid, Power & Thermal Infrastructure
Interconnection · power delivery · cooling
AI Power Flexibility & LDES
10+ hour storage · flexible load
Agent Long-Term Memory & State
Cross-session memory · durable task state · provenance
System of record for what agents learn, decide and must resume across sessions
Agentic Inference Control Plane
Prefill/decode disaggregation · SLO routing
OS for concurrent agents: KV cache reuse (up to 11.1× lower P95 latency in an 8-model multi-agent workflow; ICaRus, arXiv 2026). Evolution: vLLM → agentic inference control plane
Agent Reliability & Unit Economics
Outcome SLOs · cost per successful task
Task-level observability: completion rate, cost-per-task, retry cost. Evolution: LangSmith → Agent-native economics
Industrial Agent Systems
MES/PLM/SCADA agents · human approval
AI agents for manufacturing, energy, semiconductors, and space (regulated deep tech verticals)
Rights-Native K-Culture AI
Rights-cleared media · localization · provenance
AI-native content creation, game development, and beauty-tech, leveraging Korea's global cultural influence
Scouting landscape reviewed · August 2026