A view on the thesis, not a pitch.
The infrastructure beneath regulated play. Seed investing in betting and gaming infrastructure, sports data and money movement.
We do not back consumer gambling operators. No sportsbooks, casinos, lottery operators or prediction-market exchanges.
The fund is in anchor cultivation. The formal raise begins in 2027. Nobody is being asked for capital this year.
01 · A conversation. Thirty minutes on the thesis and whether the structure fits your mandate.
02 · A partner reads every request and replies personally within two business days.
03 · Nothing is sent automatically. Materials follow a conversation and confirmation of eligibility.
Prefer email? lp@tallestpeakvc.com reaches the partners directly.
One thesis, three anchors.
Betting and gaming infrastructure, sports data, and money movement.
Applied and Agentic AI is a horizontal capability across all three anchors.
AI made building cheap. Product and selling is still hard.
Capital is abundant at Seed. Customers are hard.
Vendor selection runs through a few hundred people, and validation cycles run 12 to 18 months. The compression is the product.
24 named buyer relationships, held directly by the partners, with the largest digital and land-based operators and suppliers in the world.
The player intelligence layer will be built from data sets owned by picks-and-shovels companies, and we invest in those companies at Seed, before the layer is priced.
The market case lives on its own page, and every figure there cites its source and its date. Read the market case →
The firm behind the checks.
Two people make every investment decision. Advisors hold no decision authority.
What we are asking for.
Your view on the thesis, whether it fits your mandate, and what you need in diligence.
Nobody is being asked for capital this year.
How we decide.
Every opportunity is scored against three gates: thesis fit, stage fit, buyer clarity.
Written memo before any term sheet. Dissent recorded.
Board seat or observer in every led round. Information rights and pro rata required.
Every AI-assisted step is logged and reviewable. No capital is committed on a model output alone.
This is a first fund with no operating history and no realized track record.
Process and standing risk as stated in the firm’s LP deck, slides 13 and 14; current as of 14 September 2026.
Membership cannot be purchased.
The Network is in private beta with founding membership in 2026.
The Network is separately operated by Network Company and receives no fund capital.
Membership cannot be purchased. Founders join when we invest. LP membership is included as a term of a fund commitment; membership is not sold separately. Operators and buyers join by invitation or member sponsorship.
LP membership is included as a term of a fund commitment; membership is not sold separately, and no LP or fund capital pays for Network Company operations.
Start a conversation.
Your request reaches the two partners. One of them replies personally. Any materials follow that conversation and are provided for your personal evaluation only.