Belridge Partners targets high-growth companies poised to benefit from the first- and second-order effects of Artificial Intelligence. We invest where the future is being built before the crowd arrives.
Cerebras Systems is building the world's most powerful AI chips, with wafer-scale processors that deliver unprecedented compute density for AI training and inference.
Building the world's first universal robot brain — one model that runs on any robot, any task. $1.4B raised at a $14B valuation.
Read the Full Thesis →The next crop of generational winners are rapidly growing as private businesses. We go where the opportunity is greatest.
AI is not a sector, it is a civilizational shift. Our focus is on businesses that gain disproportionately as AI reshapes industries, some visibly, some quietly, one layer beneath the surface.
We invest at the moment of scaling, not speculation. Late-stage companies have already cleared the hardest hurdles: product-market fit, repeatable revenue, and customer validation.
Donnie brings 15+ years spanning public market investing and investment banking. He was previously founder of Rubicon Investment Group, a hedge fund focused on high-growth businesses, and prior to that, an investment banker at Piper Jaffray and Raymond James advising clean technology companies across the US and Europe.
Jeremy brings 15+ years of experience across public and private market investing. He was previously the founder of JDP Capital Management, a technology-focused hedge fund focused on companies at pivotal growth inflections.
Investors include high net worth families globally. If you are a qualified investor who sees the world is shifting rapidly, we want to hear from you.