Portfolio.
Each position reflects a thesis-level conviction — not
exposure. We back systems, not surface-level products.
01 / PORTFOLIO FRAMEWORK
Concentration over coverage.
We do not build diversified exposure. Each position
represents a system-level belief.
If a company is here, it matters.
02 / ENTRY LOGIC
Signals compound quietly. We focus on structural
indicators, not narrative momentum.
High Conviction
We don't spray and pray. We build concentrated positions in systems we understand deeply.
Time Horizon
Multi-cycle alignment.
Thesis Fit
100% Alignment with modular stack theory.
03 / SIGNALS
What we track before
the market reacts.
04 / SYSTEM ARCHITECTURE
Capital follows structure.
Every company maps to a specific system layer.
This is how we think about capital deployment.
05 / CASE STUDIES
Portfolio Convictions.
Each company reflects a system-level belief,
not surface-level exposure.
Velocore Exchange
We believed liquidity infrastructure would fragment across execution environments. Existing coordination layers were not designed for low-latency, cross-domain settlement. Velocore addressed the problem at the matching-engine layer.
- →Developer migration occurring months before user demand
- →Stable throughput under volatility stress tests
- →Early infra adoption without marketing push
Ion Grid
Decentralized compute networks lack an efficient routing table for GPU availability. Ion Grid provides the indexing layer that allows models to train across distributed clusters without latency penalties.
- →Wait times for H100 clusters exceeding 4 months in centralized providers
- →Indexing efficiency improved by 400% in beta
Synapse Key
Institutional adoption is bottlenecked by key management. Multi-party computation (MPC) was too slow for high-frequency trading. Synapse optimizes the signing curve to allow institutional custody at retail speed.
- →Failed transaction volume due to signing timeouts increased 40% YoY
Void Stream
Zero-knowledge proofs were computationally expensive to generate on-client. Void Stream offloads proof generation to a decentralized solver network, reducing mobile client load by 99%.
- →Mobile battery drain complaints dominating top dApp support channels
06 / Founder Interface
Clarity & Speed.
We respect the builder's time. Our process is designed to be rigorous but efficient.
Direct Access
Noise Reduction
Deep Dive
Long-Term Fit
Decision
Why Sirex?
Structured for speed. Built by engineers. We remove friction so you can build the impossible.