For Vertical AI founders. Your partner from inception.

Proven expertise on your side from Day Zero

Vertical AI is redefining software. Euclid is purpose-built for a new generation.

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We invest pre-product, pre-traction, pre-everything.

We start working before you hire a team, write a line of code, and even before you incorporate. We make selective, high-conviction bets in exceptional founders.

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Designed to help vertical operators launch, scale, and win.

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Research-driven insights in Vertical AI

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The Dark Marketplace

Service-Level Disagreement

No Country for Old Founders

The Vertical Report: 2026

We Need to Talk About Agents

Software Is Dead — Long Live Software

Who Gets to Eat?

The Fundability Trap

The Quiet Death of VC-Founder Alignment

Deus Ex Capex

We Have Met the Enemy and He Is Us

Dude, Where's My Moat

Vertical AI & the Productivity Paradox

Voice-First Playbooks in Vertical AI

A Guide to Disrupting Incumbents

The Mind-Virus of Big Venture

Emerging Playbooks in Vertical AI

Market Sizing in Vertical AI

The AI-First Roll-Up

The Future of AI is Vertical

Conviction Capital for Vertical AI Founders

We help exceptional founders build enduring companies