Data contract platforms.

Enforce data shape and quality at the producer, not the consumer.

One-quarter buildSteady — one deal per month

Why now

Data quality is broken because contracts aren't enforced. Producer-side enforcement is the unlock.

Repos with schema-registry integration, CI checks for breaking changes, and producer SDKs in major languages.

We name publicprojects + categories only — never founders we track inside the paid product. The buyer’s edge stays inside the product.

A Slack channel where data engineers complain about producer breakage.

Wedge with data platform teams. Fund teams shipping Kafka + dbt + Airflow integrations early.

Vector database engines — Vector search engines optimized for specific workloads — high-dimensional, hybrid, or local.
Real-time feature stores — Feature stores with sub-second freshness for online ML.
Postgres extension marketplaces — Postgres is now the AI database. The extension ecosystem is the next platform.
Columnar warehouse alternatives — Snowflake / BigQuery alternatives optimized for a specific shape — cheap, fast, or open.

Data Infrastructure · sub-niche

Enforce data shape and quality at the producer, not the consumer.

One-quarter buildSteady — one deal per month

Data quality is broken because contracts aren't enforced. Producer-side enforcement is the unlock.

Repos with schema-registry integration, CI checks for breaking changes, and producer SDKs in major languages.

We name publicprojects + categories only — never founders we track inside the paid product. The buyer’s edge stays inside the product.

A Slack channel where data engineers complain about producer breakage.

Wedge with data platform teams. Fund teams shipping Kafka + dbt + Airflow integrations early.

Vector database engines — Vector search engines optimized for specific workloads — high-dimensional, hybrid, or local.
Real-time feature stores — Feature stores with sub-second freshness for online ML.
Postgres extension marketplaces — Postgres is now the AI database. The extension ecosystem is the next platform.
Columnar warehouse alternatives — Snowflake / BigQuery alternatives optimized for a specific shape — cheap, fast, or open.