Rebuilding the Infrastructure Behind Intelligence, Finance, and Entertainment
Some of the largest industries in the world still rely on systems that were never designed for the scale, speed, or complexity of modern demand.
Enterprise AI still struggles with reliability.
Financial operations remain fragmented and reactive.
Entertainment platforms continue treating audiences as passive consumers instead of active participants.
Most people accept those limitations as normal.
Founders don’t.
That’s why we’re excited to back Balon, Kaosity, and Tulivirta. Three companies rebuilding foundational infrastructure layers across enterprise AI, interactive media, and financial intelligence.
🧠 Balon | Solving One of AI’s Biggest Structural Problems
Artificial intelligence is scaling rapidly, but one major problem still limits enterprise adoption:
hallucinations.
As AI systems become more integrated into healthcare, legal, finance, and operational workflows, reliability becomes infrastructure — not just product quality.
Balon is building Deep Fusion Models (DFMs), a new neural architecture designed to improve contextual reasoning, reduce hallucinations, and create more reliable enterprise AI systems.
Rather than building another wrapper around existing models, the company is focused on the underlying architecture itself.
What stood out to us was both the technical depth and the early validation already achieved:
- $4M+ estimated cost-to-reproduce infrastructure
- 70% lossless semantic compression rates
- successful healthcare and legal trials
- acceptance into Nvidia Inception, AWS Activate, Microsoft Startup Program, and Atlassian Startup Program
As enterprise AI adoption accelerates globally, reliability and reasoning infrastructure could become one of the most important layers in the stack.
🎮 Kaosity | Turning Audiences Into Participants
Modern entertainment is increasingly interactive, but most streaming infrastructure still treats viewers as passive observers.
Kaosity is building audience-directed entertainment infrastructure that transforms viewers into active participants through:
- gamified streaming
- interactive storytelling
- real-time audience decision systems
- and integrated advertising experiences
The company sits at the intersection of streaming, gaming, creator media, and live interaction — categories that continue converging globally.
What stood out immediately was the level of early commercial interest:
- engagement from major brands including Nike, Uber, Pepsi, Visa, AMC, LG, Hallmark, and Best Buy
- positioning inside a combined $318B+ OTT video and interactive streaming market
- monetization infrastructure supporting high-value branded activations
Entertainment is increasingly moving toward participation rather than passive consumption.
Kaosity is building infrastructure around that shift.
💸 Tulivirta | Bringing Enterprise Financial Intelligence to the Mid-Market
Most mid-market businesses still lack access to sophisticated financial intelligence infrastructure.
Advanced forecasting, AP automation, and predictive analytics are often reserved for Fortune 500 companies with large internal finance teams and expensive enterprise software stacks.
Tulivirta is building enterprise-grade financial intelligence software designed specifically for the mid-market.
The platform focuses on:
- predictive accounts payable workflows
- accounts receivable intelligence
- cash forecasting
- and operational financial automation
The company has already built:
- an AP automation platform that is 90% complete
- financial intelligence systems capable of generating $800K–1.8M in annual customer value
- infrastructure designed for a $1.9B verified market opportunity across 34,000+ companies
Even more compelling is the founder’s operational background, having previously deployed enterprise systems across:
- JPMorgan
- Citi
- State Farm
- P&G
- Wells Fargo
- Volkswagen
- and the U.S. Army
As AI reshapes enterprise software, we believe financial operations will become one of the largest long-term automation opportunities.
What These Companies Have in Common
Although these businesses operate across very different industries, they share a common pattern:
They are rebuilding core infrastructure systems that millions of people and businesses already rely on every day.
Not through incremental upgrades.
Through architectural redesign.
Whether it’s:
- enterprise AI reliability
- audience participation infrastructure
- or financial intelligence automation
the opportunity often comes from rebuilding systems people assumed were already “good enough.”
They usually aren’t.
We’re excited to support Balon, Kaosity, and Tulivirta as they continue scaling toward their next milestones.
