UFO Capital writes first checks of $250K–$2M into pre-seed founders building the substrate of the AI era. The boring, compounding parts. The picks-and-shovels.
Every generational platform shift is won at the substrate. The browser made HTTP boring. The cloud made racks invisible. The AI shift will be no different — the durable companies are forming under the surface.
Inference economics. Retrieval engines. Evaluation harnesses. Data pipelines. Runtime primitives. The layers the next thousand AI companies will quietly depend on, but rarely talk about.
We are concentrated, technical, and unhurried. We take three years to write thirty checks. We answer pitches in 48 hours. We do not lead by FOMO.
We meet you before the deck is finished. We lead the round that gets your first hire on payroll. No bridge rounds, no pro-ratas we won’t earn.
Our partners shipped systems at OpenAI, Modal, Databricks, and CoreWeave. We read your benchmarks. We notice the FLOP per dollar.
Infrastructure compounds slowly, then suddenly. Our LPs are endowments and family offices that measure returns in decades.
One partner per company. Direct line to mobile. No associate filter. We answer pitches in 48 hours — yes or no, with a reason.