Investment Strategy
Data-informed theses. Disciplined deployment.
Two mandates, one philosophy: understand the system deeply, act with conviction, and manage risk before reaching for return.
Public Markets
Quantitative market intelligence
Our public-market work focuses on understanding how markets move — and building disciplined, repeatable processes around that understanding.
Market Movement Analysis
Research into pricing behavior, market structure, and flow — identifying where movement and mispricing create opportunity.
Systematic Opportunity Discovery
Repeatable, data-informed processes for surfacing candidate positions, filtered through risk-aware sizing and timing discipline.
Quantitative Research
Signals grounded in data rather than narrative. Every thesis is testable, and every position has defined conditions for entry and exit.
Venture Capital
High-conviction venture backing
On the private side, we concentrate capital and hands-on support behind a small number of technology companies we understand deeply.
AI-Native Infrastructure
Platforms where machine intelligence is foundational to the product — not a feature bolted on afterward.
Venture-Backed Technology Platforms
Software, infrastructure, and data businesses with durable technical moats and clear paths to scale.
Founder-Led Innovation
Teams led by builders. We support portfolio companies with engineering, infrastructure, and operational experience — not just capital.
Risk
Risk comes first
Every strategy at Strawberry Capital begins with the question of what can go wrong. Position sizing, exposure limits, and defined exit conditions are part of every thesis before capital is deployed. Nothing on this page is an offer of securities or a claim of performance — see our disclosures.