238 Capital

Our Strategic Investment Focus

We invest in sectors with structural demand, technical depth, and irreversible momentum.
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Financial Infrastructure

Powering the Future of Digital Finance

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Defense

Strategic Innovations for
National Resilience

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Cybersecurity

Building a Secure Digital Future

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Broader AI

Accelerating Intelligence Across Transformative Markets

Post-GPT 5, the Differentiators
Will Be Invisible.
We Know Where to Look


As general intelligence becomes commoditized, advantage shifts to those who own proprietary data,
control compliance infrastructure, and orchestrate autonomous outputs.

We focus on scaleups architecting this new stack - where AI is not just a tool,
but a decision-maker, a differentiator, and a moat.