Strata

Strata is built on the belief that the most attractive risk-adjusted returns in the coming decade will come from flexible capital deployed across both private and public markets—without the constraints of legacy fund structures.

Traditional funds are siloed, illiquid, and often misaligned with modern investor needs. Strata rethinks this model. By combining an evergreen structure with the ability to invest across the capital spectrum, we give investors exposure to high-conviction opportunities—whether that’s a breakout startup or a mispriced public asset—while preserving the optionality to reallocate or redeem capital through structured windows.

We designed Strata for long-term partners who want access, transparency, and flexibility—without sacrificing performance or discipline. It's a modern investment vehicle for a more dynamic market environment.

Why Now: The Case for Quantum Computing and AI

Quantum computing and artificial intelligence represent foundational technologies driving the next wave of innovation. Quantum computing is poised to solve problems previously considered intractable, from optimizing complex supply chains to revolutionizing drug discovery.

Similarly, AI has evolved from narrow applications to systems capable of transforming industries, automating workflows, and enabling breakthroughs in fields like healthcare, clean energy, and advanced manufacturing. These technologies are rapidly converging, creating unprecedented opportunities to invest in companies at the forefront of this transformation.

Strata is uniquely positioned to capitalize on this moment, leveraging our expertise and evergreen structure to back the enablers of this technological renaissance.

Strata’s thesis now looks past today’s AI toward superintelligence: AI systems that surpass human ability across most fields. We believe the companies that build and power that transition will create much of the value in technology over the coming decade. Strata invests across that chain in public and private markets, from AI and computing to quantum and deep technology.

Looking up through the interior of a tall building with a square opening at the top showing the sky.

  • Strata seeks to position investors at the intersection of deep technology and capital markets — supporting breakthroughs in AI, quantum, and sustainability while delivering attractive risk-adjusted returns and measurable societal impact.

  • Strata breaks from the traditional 10-year lockup model by offering an evergreen structure with annual withdrawal windows. This provides investors with long-term exposure to transformative technologies while preserving liquidity flexibility. Strata also employs a hybrid investment strategy, blending private and public market exposure—including venture investments, venture debt, and selective IPO participation—to balance upside potential with liquidity and adaptability.

  • Strata invests in high-impact, high-growth sectors where artificial intelligence and quantum computing are driving disruptive innovation. These include longevity and healthcare, space exploration, climate and energy, advanced materials, and food and water systems. We believe companies solving foundational global problems—through scalable technology—are best positioned to deliver both societal benefit and outsized financial returns.

  • The fund combines private market exposure (via venture equity, SAFEs, convertible notes, and venture debt) with public market investments and IPO allocations. This dual approach enables both long-term value creation and near-term liquidity.iption

  • Strata offers annual liquidity windows, allowing investors to request withdrawals every December. This once-a-year access—uncommon in venture capital—gives LPs a clear path to partial or full redemptions, subject to notice requirements and overall fund liquidity. It’s a structural advantage designed to balance long-term capital deployment with investor flexibility.

  • Strata is currently not available for retail investors. It is only open to accredited investors and qualified clients.

  • Interested investors can request access to the fund’s data room or contact [email protected]. Subscription documents are processed electronically via a secure platform, with KYC/AML handled during onboarding.

  • Strata has returned +21.31% net of all fees in 2026 through September 30, ahead of the Nasdaq (+15.57%), the S&P 500 (+11.78%) and the Dow (+5.92%), and +53.36% since its June 2025 launch (37.96% annualized). The first half was exceptionally strong: +26.4% put Strata among the top tenth of hedge funds in Goldman Sachs’ mid-year industry review, against an industry average of +7.0%. A −4.06% third quarter, driven by July’s industry-wide AI sell-off, gave back part of those gains, but a +3.30% September put the fund back on an upward path heading into Q4, and the first-year audit by Jones Simkins came back with a clean opinion.

    Please note that past performance is not a guarantee on future results.

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