SYSTEM ACTIVE HUB + SUPERINSIGHT OCP CONNECTED
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FUND I IS CURRENTLY IN FORMATION
Proven structure, new asset class

AI has severed the link between labor and leverage.

A new class of company is reaching $100M+ ARR with teams that fit in a conference room. Sprint Capital is purpose-built to finance them — and accelerate them to liquidity.

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PORTFOLIO DASHBOARDPROJECTED
PortCo Alpha62%
Acquired at 24%+38pp in 9 months28 agents deployed
PortCo Beta55%
Acquired at 31%+24pp in 7 months22 agents deployed
PortCo Gamma38%
Acquired at 19%+19pp in 3 monthsTransforming — day 62/90
PortCo Delta27%
Acquired at 27%Week 1Hub + SI deploying
Target weighted portfolio margin: 48% (from ~25% at acquisition)
ARCHITECTURE — AGENT-TO-AGENT INVESTMENT FLOW
How Sprint Capital’s agent infrastructure processes a deal from discovery to deployment
STEP 1deal_sourcing ingests signal from Sprint Pulse (19 sources) → scores via RPE filterSCAN
STEP 2deal_sourcing reads founder OCP page → extracts financials, team, architectureOCP
STEP 3due_diligence runs technical architecture review + comparable analysisA2A
STEP 4financial_modeler projects margin trajectory using SI portfolio learningsSI
STEP 5fund_counsel structures GenEq terms based on company financialsLEGAL
STEP 6GP REVIEW — human approval gate before any capital commitmentHUMAN
STEP 7capital_calls issues draw notice → fund_admin processes wireEXEC
STEP 8post_acquisition deploys Hub + SI into portfolio company (day 1)DEPLOY
Sprint Pulse
Sourcing
Diligence
Modeling
GP Approval
Deploy
Agents prepare. Humans decide. Every capital commitment requires GP approval. The infrastructure compresses weeks of analysis into hours — it doesn’t replace judgment.
Read more → Open Cap Protocol
PORTFOLIO ARCHITECTURE
Illustrative. Based on fund thesis and Sprint Mode operating data.
$35M
Fund I Target
$500K+
RPE Floor
90d
Transform Timeline
Early DPI
Target
The Market

The #1 LP concern isn’t returns. It’s getting paid.

The venture market is sending a clear signal. Sprint Capital was built to answer it.

$197B
Negative LP cash flow
Cumulative since 2022
0.05%
Share of 2025 deals
Capturing 50% of all VC capital
537
Funds closed in 2025
Fewest in a decade
Sprint’s Generative Equity was designed for this market: early DPI from operations, deployed into the 99.95% of AI companies not competing for $15B rounds.
The Asset Class

The dominant metric of this era: Revenue Per Employee.

$200K RPE was healthy. $500K is the new floor. The best clear $5M+. A new class of company is reaching venture-scale outcomes with remarkably small teams. These companies prove the asset class exists.

CompanyAt InflectionTeamRev/Employee
Cursor$100M ARR~12$8.3M
Midjourney$200M+ ARR~40$5.0M
Gamma$100M+ ARR~50$2.0M
Lovable$17M ARR18$944K
Base44$0 → $80M exit1 founder
Not Sprint Capital portfolio companies. Shown as thesis proof cases. Sources: Lean AI Leaderboard; Base44 via SME Business Review.

Sprint Capital is purpose-built to finance the next wave — at $1–10M ARR, before traditional VC arrives.

The Engine

The fund’s first two investments are its own infrastructure.

Sprint Capital’s first portfolio positions are Hub and SuperInsight — the execution and intelligence layers that deploy into every subsequent investment. This isn’t overhead. It’s the return engine. Every company gets both at close.

Hub

Execution Layer

AI operating system. 135+ agents replace SaaS tools and back-office roles. Deploys in 24 hours. First real briefing the next morning. CFO, Collections, Compliance, HR, Customer Success — all running on day one.

SuperInsight

Intelligence Layer

Runs on Hub. Scores targets, monitors sectors, models scenarios. Learns from every transformation in the portfolio. Company #10 gets better deployment than #1 because SI learned from 1–9.

Why this compounds: A traditional fund deploys capital and waits. Sprint Capital deploys capital, installs Hub + SI, and actively transforms the company’s economics. Margin expansion accelerates cash flow. Cash flow accelerates returns to LPs. Returns happen during fund life — not just at exit. The portfolio IS the moat.
Thesis

The economics of scale have changed. The instruments haven’t.

These companies don’t need capital to survive. They use it to compress timelines. A solo founder at $1M ARR growing 200% YoY hits a ceiling cash flow alone can’t break: first two engineers and GTM lead simultaneously. Sharing in future growth is a different calculus than giving up 20–25% to a Series A lead who wants a board seat.

Traditional Seed + Series A

× 20–25% total dilution
× Returns only at exit (Year 7–10+)
× Board seats, control provisions
× Misaligned with capital-efficient founders

Generative Equity

✓ Significantly lower founder dilution
✓ DPI targeted to begin early in fund life
✓ No board seats, no control provisions
✓ Capped returns — aligned incentives, not open-ended extraction
✓ Designed for how AI companies actually operate

The question isn’t “do they need capital?” It’s “will they take capital that respects what they’ve built?”

Fund Operations

Sprint Capital runs on its own infrastructure.

The same Hub + SuperInsight stack that transforms portfolio companies runs the fund itself. Twenty-six agents handle everything from investor relations to compliance. Three humans make investment decisions. Everything else is a system.

AgentReplacesCategory
Investor RelationsIR team, LP comms, quarterly lettersOPS
Fund AccountantCFO, ControllerFIN
Fund AdministratorNAV, waterfalls, partner statementsFIN
Capital CallsCall notices, wire tracking, allocationsFIN
Fund CounselIn-house legal, compliance calendarLEGAL
Tax CounselTax strategy, K-1 preparationLEGAL
Deal SourcingScouts, AnalystsINTEL
Due DiligenceAssociates, PrincipalsINTEL
Financial ModelerQuant AnalystsINTEL
Portfolio MonitorOperating PartnersPORT
Post-AcquisitionIntegration team, 90-day playbookPORT
Margin TransformationOperations consultantsPORT
Showing 12 of 26 · Full manifest available in LP materials
Team

Humans decide. Agents execute.

Clayton Bryan
General Partner
A decade at 500 Global evaluating 50,000+ startups across 30+ accelerator batches. Leads fund strategy, LP relationships, and deal sourcing.
Aaron Hall
General Partner
Three exits across marketplace, B2B SaaS, and engineering services. Chief architect of Open Cap Protocol and Hub — the infrastructure that runs Sprint Capital and every portfolio company.
Hugh Myers
General Partner
Serial founder with multiple exits. CTO background in AI at scale. Evaluates every target's technical architecture and leads post-investment growth.

Talk to the fund.

Five of Sprint Capital’s 26 agents are available here. Ask about the thesis, the structure, the tax advantages, or how we transform portfolio companies. This is how the fund works.

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Fund Counsel
Fund structure, compliance, legal framework
FUND COUNSEL
I can walk you through Sprint Capital’s fund structure, regulatory framework, and legal architecture. Fund I is a Delaware LP with an Exempt Reporting Adviser GP. Ask me about the entity structure, compliance obligations, Generative Equity mechanics, or investor protections. What would you like to know?
How is the fund structured?
What is the ERA designation?
What investor protections exist?
How does the waterfall work?