Investing & Advising

Mahmoud Saadat · Founder

Engineering the
Physical AI Future

We back and advise companies building AI systems that sense, decide, and act in the real world — then we help them do it efficiently.

How We Engage → Schedule a Call

Physical AI fails not because of ambition — but because of inefficiency.

We exist to remove friction between idea and reality.

Our Thesis

Three Levers That Matter

1

Time-to-Market

  • Early architecture and validation discipline from AV fleets and radar bring-up — not late integration fire drills
  • Platform vs. point-solution decisions before they freeze into schedule risk
  • HW–SW co-design across MCUs, DSPs, FPGAs, and GPUs where the data path is the product
⏱️ Years → Quarters
2

Cost Optimization

  • BOM and CapEx discipline through integration — eliminating low-value complexity without giving up capability
  • Centralized and zonal vehicle compute tradeoffs grounded in real SDV programs
  • Design for manufacturing, reliability, and what happens after the first ten units ship
💰 CapEx discipline, zero capability loss
3

Data-Centric Automation

  • Radar, LiDAR, and camera stacks treated as first-class data products — not bolt-on logs
  • Closed-loop learning from fleet behavior back into sim and architecture
  • Signal processing, embedded software, and test automation that scale with the fleet
🔄 Systems that improve themselves

What Physical AI Means to Us

AI that must work in the real world

Physical AI systems sense, decide, and act under hardware, physics, and operational constraints.

They must scale beyond prototypes in reliability, cost, safety, and manufacturability.

Robotics Autonomous Systems Industrial Automation Automotive & Mobility Defense & Logistics Energy & Infrastructure

The Difference

Most funds optimize narratives.
We optimize systems.

That lens comes from operator miles: tapeouts and PMIC releases, MATLAB/Simulink power networks, robotaxi hardware orgs, CEO-level company building, and SDV platforms shipping into regulated industries — not from decks alone.

Optimize pitch decks

Optimize narratives

Optimize valuation

✓ Optimize systems

Ready to build efficiently?

Whether you're founding, building, or scaling a Physical AI company — we should talk.

Get In Touch → How We Engage