Backing early-stage founders turning intelligence into impact.
We believe AI's moat is vertical depth, not horizontal platforms.
AI drives transformation: from supply chains to cybersecurity, from drug discovery to operations. We back the founders building that future.
AI is fragmenting into vertical dominance plays.
Long-term AI winners are workflow-deep vertical companies with proprietary data and embedded distribution—not horizontal platforms.
The opportunity for early-stage investors is identifying and backing these vertical leaders before they scale.
We invest in AI-native, founder-led, built for scale companies.
We back ventures where AI is foundational to value creation. We focus on companies with clear paths to profitability, proven teams, and the discipline to build durable businesses.
Rohan Adankar
Co-Founder and CEO, Heron Health
“Healthcare doesn’t need more complexity, it needs time back,” says Rohan Adarkar, CEO of Heron. “Every clinic is overwhelmed by non-clinical admin, pulling focus away from patients. We’re building Heron to remove that burden — automating patient communications and workflows so teams can reclaim hours every week and put human connection first.”
Backed by Ryft Capital, Heron is partnering closely with clinicians to turn deep, lived insight into a category-defining healthcare operations platform, starting in Australia and New Zealand and expanding globally.