Skycatcher — Internet, AI and technology investors

Skycatcher is an entrepreneurial investor.

We look for the Magic Window — the gap between what entrepreneurs are building and what institutions can see. When that gap closes and institutional capital arrives, the reward comes twice: accelerating earnings and a lasting re-rating.

We invest in what we use firsthand, holding a concentrated portfolio primarily in public markets and selectively in private companies and venture.

We stay hands-on where we are most useful, from thought leadership to active partnership with management teams.

All in — the general partner is the firm's single largest investor. This is our life's work.

What we are researching

AI is at the center of all three, in different ways.

Evergreen Intellectual Property: Owning Culture

AI amplifies the value of scarce characters, worlds and franchises that compound across generations.

Full-Stack Platforms: Owning the System

Vertically integrated companies that control enough of the stack to use AI to optimize the entire outcome.

Machine Economy: Owning the Meter

Infrastructure and platforms that monetize the exploding volume of work performed by artificial intelligence and AI agents.