We invest before consensus.
We deploy balance-sheet capital at seed velocity with the strategic patience of an industrial parent. When the market catches up, we're already on the cap table.
// We respond to every deck within 72 hours.
The criteria are simple. The conviction is not.
Distribution Partnerships
Direct intros to our parent company's enterprise sales network — 340 active accounts, 14 verticals. Founders in our portfolio skip the cold outbound grind.
Regulatory Navigation
In-house policy team with ex-CFTC, ex-EPA, and ex-FTC counsel on retainer. We've cleared three portfolio companies through novel regulatory frameworks in 2024 alone.
Co-Development Resources
Access to our parent's R&D labs, pilot environments, and 200+ engineers available for joint development sprints. Not a promise — it's in the side letter.
“The distribution intro Catalyst made in week 3 became our largest enterprise contract. We closed $1.2M ARR before our Series A closed. Most VCs talk about this. These people actually did it.”
“I needed a co-investor who understood photonics, not just the SAM/SOM slide. Catalyst brought their R&D team into our first pilot sprint. Four months later we had working hardware. That's the diff.”
“EPA compliance was going to take us 18 months and $400K in legal fees. Catalyst's policy team had us through the framework review in 11 weeks. That time savings was the difference between runway and dead.”
Across 24 portfolio companies, weighted by initial check size. Calculated on last-round valuation, not exit.
Percentage of portfolio companies where we've exercised pro-rata rights in subsequent rounds. Industry median: 41%.
From first meeting to signed term sheet. We've moved in 6 days when conviction was immediate. Never exceeded 30.
Net asset value across active positions. 3 full exits returned $214M to the balance sheet at blended 9.4x MOIC.
Submit Your Deck.
We read every deck. Every pass gets a written reason. If your thesis fits ours, you'll hear back within 72 hours. No warm intro required.
Explore Co-Investment.
We selectively syndicate deal flow to institutional co-investors and corporate LPs. Access to our full pipeline requires a 30-minute intro call and an NDA.