Our Focus
Non-FDA Deep Tech
OPC targets the midsection of the deep technology and the intellectual property spectrum, focusing on disruptive and protectable technologies with reduced time, cost, and risk to achieving commercialization.
Life Science, Biotech & Medical Devices
Strong IP Protection
Clear Differentiation
Pricing Power
Protection from Competition
5-10+ Years to Commercialize
$1bn+ to Commercialize
Non-FDA Deep Technology
Strong IP Protection
Clear Differentiation
Pricing Power
Protection from Competition
< 2 Years to Commercialize
< $10mm to Commercialize
B2B Software & Consumer Products
Minimal/No IP Protection
Unclear Differentiation
Minimal Pricing Power
Significant Competitive Risk
< 1 Year to Commercialize
< $1mm to Commercialize
Technology Verticals & Target Industries
While OPC does not screen by verticals or end markets, we anticipate building concentrations in deep technologies with potential to impact multiple inefficient markets with complex problems.
Technology Verticals
Advanced Materials
Artificial Intelligence
Audio Technology
Automation
Big Data
Computer Vision
Microfluidics
Nanotechnology
Photonics & Sensors
Robotics & Drones
Processing & Computing
Target industries
Agriculture
Climate
Construction
Energy
Healthcare
Manufacturing
Real Estate
Supply Chain & Logistics
Transportation & Mobility
Waste
Water
Excluded Industries
Alcohol or Cannabis
Discretionary Consumer
Entertainment or Gambling
FDA-Regulates Cos
Social / Other Media
Target Geographies
OPC focuses on geographic markets that are in the growth stage. These markets have matured into robust startup ecosystems but are lagging in capital formation and not yet hindered by the hyper-saturation of mature venture markets.
Strong Corporate
Technology Presence
Increased potential for pilot customers, strategic partnerships, and acquirers
Multiple Reputable Universities
Abundance of skilled labor and steady creation of new tech to be commercialized
Low Relative Costs of Living & Labor
Reduced portfolio company operating expenses, extended runway, and improved capital efficiency
Lack of Access
to Venture Capital
Limited competition leads to more favorable valuations and other deal terms
Value Creation
OPC focuses on unit economics - the fundamental building blocks of a business - and the potential for value sharing between company and customers. We target companies that create significant quantifiable value that generates high customer ROI and rapid adoption while maintaining strong profit margins for the company.
Solves an Industry Problem...
OPC targets technologies based on tangible engineering innovation, scientific advances, or innovative/novel applications that display quantifiable improvement over existing solutions. These companies are set apart by profound enabling power, the differentiation they can create, and their potential to catalyze large-scale change
While Providing Quantifiable Value...
Value allocated to the customer must be sufficient to generate strong and quantifiable ROI to promote rapid adoption and long-term retention. In tandem, value retained by the company must be sufficient to generate strong unit economics.
With a Repeatable, Scalable, Defensible Business Model.
OPC's portfolio technologies possess fundamental and defensible characteristics, focusing on more than incremental refinement, standardization, or business model innovation.
This approach creates greater likelihood to build market leaders with superior profitability and scale.