The Thesis
We rebuild the operating systems of overlooked businesses.
Private capital, rebuilt
We buy good businesses and give them better systems.
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What We Acquire
Owners ready to retire. Manual workflows AI hasn't touched. Bought at a discount, rebuilt for the modern era.
What We Install
Proprietary AI infrastructure. An augmented company brain. Ready to scale.
The Outcome
Lift EBITDA. Hold. Recap. Roll up.
The Operating Layer
Finance, ops, manual tasks, and technology — rebuilt into a single unified system.
The Mandate
Patient capital. Operator discipline. Built to compound.
The next pillar is the one you build.
Beyond the Foundation
What we build on it.
The descent is the thesis. What follows is the firm — how capital compounds here, what we stand on, and the partners behind it.
How Capital Works Here
An operating playbook, not a portfolio theory.
Acquire
We buy from owners ready to retire — durable businesses the AI era never reached, still running on manual workflows automation could transform. Acquired at a discount, rebuilt for the modern era.
Install
Proprietary AI operating infrastructure replaces the manual core — filing cabinets become digitally organized systems, and the company gains an augmented brain. Margin expansion is engineered, not assumed.
Audit
Controls built for diligence from day one. Every number traceable, every process documented — reporting our partners can examine at any time.
Compound
EBITDA lifts and stays lifted. We hold, recapitalize, or roll up — whichever path compounds our partners' capital best.
What We Stand On
Principles that don't move.
Stewardship over speculation.
Capital entrusted to us is treated like the businesses it buys — something built over a lifetime, handled with care and accountability.
Discipline is the strategy.
Quiet diligence, conservative structures, and controls that hold up under scrutiny. No hype. No shortcuts.
Aligned by construction.
We invest alongside our partners and earn when they do. Decade horizons, operator economics, no asset-gathering.
The Principals
The operating edge is in-house.
This thesis lives or dies on technology, so we don't outsource it. Both managing partners are engineers who have shipped AI systems under real-world constraints — the same class of systems we install in every company we acquire.
Will Taubenheim
willtaubenheim.comCo-Founder & Managing Partner
AI engineer behind two NASA award-winning systems and U.S. defense contracts — autonomous platforms built where failure isn't an option. Architects the proprietary AI infrastructure at the core of the return model.
Nick Maciel
nicolasmaciel.comCo-Founder & Managing Partner
Mechanical engineer, MS Mechatronics — product development spanning Apple, FDA-cleared surgical imaging, and the SpaceX Hyperloop pod he led to eighth-fastest in the world. Leads the automation and operational systems installed across the portfolio.
The Next Pillar
Operating Partners & Advisors
A deliberate bench of operators and advisors who have run the kinds of businesses we acquire — built deal by deal, alongside our capital partners.
Partner With Us
We're building this with a small group of partners.
For Investors
Family offices and private investors. Request access to our materials and see exactly what we underwrite, what we install, and how the controls hold up under your diligence.
For Owners
If you've built an operator-led service business and are thinking about what comes next, we move quietly, diligence carefully, and close what we start.