Organizational Singularity Fund I.
An Exponential Venture Capital fund backing founders building the next generation of Intelligence-Stack-native companies.
What we believe.
Three convictions sit underneath everything we do.
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01Coordination cost is collapsing.
The firm persists as an accountability shell. The hierarchy inside it no longer is the primary way work gets done.
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02Architecture is the new alpha.
The companies that win this decade will not just use AI. They will rebuild their operating system around it. The Intelligence Stack — PURPOSE, SENSE, INTERPRET, DECIDE, ORCHESTRATE, LEARN — is that operating system.
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03Governance is the moat.
GOVERN / ASSURE is not compliance. It is a live control plane that makes the Stack safe enough to delegate real authority to. The firms that build it from day one will be the firms that other firms agree to transact with.
What we invest in.
Organizational Singularity Fund I invests globally in companies where:
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The problem is civilization-scale — durable demand across a generation.
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The founders treat the operating architecture as a first-class design problem.
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The team is ready to apply REWRITE, the six-step playbook for becoming an Intelligence-Stack-native company.
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GOVERN/ASSURE is part of the architecture from the first commit, not an afterthought.
We are sector-agnostic by design. Architectural fit matters more than category. That said, areas of high conviction include AI-native education, healthcare, climate, children's media, financial inclusion, and the platforms that will sit underneath all of them.
Fund I details — vehicle size, check range, and LP terms — are shared privately with qualified investors.
How we work with portfolio companies.
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01Backcast first.
Before the first agent ships, we run the Backcasting Canvas: define the destination architecture, then work back. The roadmap follows the destination, not the other way round.
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02Stand up the Minimal Viable Intelligence Stack.
One event bus, basic agent registry, central logging, one agent per class. One week of work, decades of compounding.
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03Design the Edge Twin (if it applies).
For companies over 50 people, REWRITE runs at the edge — a small, board-mandated unit that rebuilds workflows from scratch and migrates them in.
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04Operationalize GOVERN/ASSURE on day one.
Trusted Evals, Searchable Logs, Granular Rollback, Human Review Queue. Score yourself 1 to 5 on each. We do not deploy new agent classes below a 3.
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05Compound the playbook.
Every learning from every portfolio company is captured, codified, and offered to the next one.
The Organizational Singularity, in one paragraph.
The Organizational Singularity is the moment the old operating logic of the firm breaks and must be rewritten around intelligence rather than hierarchy. ExO 3.0 is the destination architecture. The Intelligence Stack is the operating system. REWRITE is the playbook. GOVERN / ASSURE is the control plane that keeps the whole thing safe and accountable in production. Salim Ismail's book The Organizational Singularity is the full thesis. Organizational Singularity Fund I is the venture vehicle built on it.
Our first portfolio company: The 99 Kids.
In Q1 2026, the fund made its first investment in The 99 Kids, a values-driven children's media company built around the belief that every child deserves access to stories that reflect their culture, language, and inner courage. The company is using AI to produce personalized, age-appropriate content at scale.
From our side, it is the pilot environment for applying the Organizational Singularity playbook inside a venture-backed company: standing up the Intelligence Stack, designing the agent and data specifications, and running GOVERN / ASSURE in production. The lessons will feed directly into fund investments and inform our, and OpenExO, pilot cohorts.
As of 2026. Numbers verified at launch.
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