Investment Thesis
The next generation of winners will own something AI cannot replicate.
We invest behind proprietary data, real-world distribution, hardware, IP, and regulatory advantages — with a focus on Utah founders building durable businesses at the earliest stage.
Pillar I
What we believe wins
Asset-Backed AI
Foundation models will commoditize. When anyone can build software, software alone is not a moat.
The companies that compound enterprise value through this transition will own something the model cannot generate — proprietary data, hardware, distribution networks, regulatory clearance, or infrastructure.
Pillar II
Where we find them
Utah Ecosystem
Utah ranks at the very top of US states for unicorn production per VC-backed startup. The talent density, work ethic, and distribution muscle here are unlike anywhere else in the country.
Every major Utah fund has moved upstream into Series A and beyond — creating an opening at pre-seed that Ollin was built to fill.
Pillar III
How we measure signal
Revenue Velocity
Most startups fail. Revenue changes that math. AI-native companies are reaching meaningful revenue faster than any cohort before them.
We filter for the top of that distribution. Speed to revenue is among the strongest predictors of survival and follow-on fundability we have.
Convergence
The Buy Box.
We invest at the intersection of the fastest-growing sector in venture capital, inside the state with the highest unicorn probability in America, filtering for the top of the revenue-velocity distribution.
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