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Orthogonal Thinker

Infrastructure for
the intelligence
economy.

A permanent-capital platform for human capability.

Orthogonal Thinker is an operating holding company and company-building platform. We build companies, retain ownership and prepare them for institutional and public-market scale across Energy, Compute, Intelligence and Health.

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THE PREMISE

Every company inheritsan operating system.

Capital, technology, ownership and incentives determine what becomes real. The question is not whether the machine works. It is what the machine is designed to produce.

THE INTELLIGENCE ECONOMY

The intelligence economy isphysical infrastructure.

001

Power

Electricity, grid access and storage determine the ceiling of intelligence.

002

Compute

Chips, data centers, cooling, optics and materials determine the cost curve.

003

Ownership

Capital rails, custody, settlement and incentives determine who participates.

THE ORTHOGONAL METHOD

Change the frame beforestructuring the company.

001

Frame

Ask whether the inherited model deserves to survive in its current form.

002

Constraint

Separate physical constraints from habit, story and convention.

003

Leverage

Align capital, incentives and feedback around the outcome that matters.

Identify truth / Remove friction / Build / Own / Compound

"Simplicity is key. Sometimes the answer is just there."

— HCTY
CAPITAL AS CIVILIZATIONAL ENERGY

Capital is storedhuman potential.

Compressed time, trust, effort, sacrifice and possibility.

001

Allocation

Capital decides which futures become physical.

002

Ownership

Participation aligns people with productive systems.

003

Compounding

Returns matter because durable systems require durable economics.

THE NEXT HOLDING COMPANY

Own the stack.Compound the intelligence.

The twentieth-century conglomerate centralized ownership. The next holding company compounds capital, infrastructure, memory and mission.

Identify early / Build / Own / Compound

THE SINGLE STACK

Four systems.One stack.

Four sectors. One stack. The infrastructure of the intelligence economy.

Energy

Compute

Intelligence

Health

/03 WHAT WE DO
[003]

Build companies.Structure capital.Own the outcome.

[D/001]

We build companies

Operating support before institutional capital arrives.

[D/002]

We structure capital

Cap tables, governance and instruments designed for the next stage.

[D/003]

We design liquidity

IPO, SPAC, RTO, M&A or digital asset issuance, chosen for the company.

[D/004]

We participate in ownership

Aligned through equity, sponsor economics, and long-term shareholding.

HOW WE WORK
[Idea → Liquidity]

Ownership is retained.Capital is recycled.

We stay involved start to finish not just at the transaction stage.

L/001

Idea

L/002

Capital formation

L/003

Institutional readiness

L/004

Market infrastructure

L/005

Liquidity

/ Liquidity pathways

  • P/001IPO
  • P/002SPAC
  • P/003RTO
  • P/004M&A
  • P/005Digital asset issuance
MARKET INFRASTRUCTURE
[Investment thesis]

Where we believemarket infrastructure is going.

An investment thesis, not a product claim.

[I/001]

Deterministic settlement

Code-driven transaction finality. Less reconciliation. Less settlement risk.

[I/002]

Identity-aware transactions

Participant verification built into the system, not bolted on top.

[I/003]

Embedded compliance

Regulatory frameworks integrated into transactions at the protocol layer.

[I/004]

Custody interoperability

Designed to connect with institutional custodians and market infrastructure.

WHO THIS IS FOR

Three paths intothe system.

[A/001]

Founders

Preparing for a liquidity event through IPO, SPAC, RTO, M&A or digital asset issuance.

APPLY

[A/002]

Investors

Corporate round open to accredited and institutional investors. Materials available under NDA following access request.

REQUEST ACCESS

Information only. Not an offer to sell, or a solicitation of an offer to buy, any security. Offers are made solely through registered offering materials, only in jurisdictions where lawful, and only to accredited investors and qualified institutional buyers.

[A/003]

Partners

Banks, advisors and institutions that need execution capacity across public-market readiness.

GET IN TOUCH
PROOF ACROSS CYCLES
[Est. 2016]

Built across multiplemarket cycles.

Launched in 2016 across company formation, capital markets and institutional execution.

M/001

2016

Origin

M/002

100+

Engagements since 2016 across investments, advisory roles, and commercial partnerships

M/003

5

Sector verticals

M/004

Private + Public Markets

M/005

Operating + Capital Formation

/ Banking relationships

Clear Street, Maxim Group and Cantor Fitzgerald

All FINRA-registered broker-dealers. Relationships shown reflect general capital markets engagement and do not indicate any specific placement-agent or underwriter role in any current or pending offering.

/ Selected transaction experience

Block Street acquisition by AI Financial Corp

Axiom Space funding round extension to over $525M

Orthogonal's specific role in each transaction is described in the investor room.

/ Sector verticals

001

Energy

002

Compute

003

Intelligence

004

Health

005

Ownership

PORTFOLIO
[Est. 2016]

What sits underneaththe platform.

Selected companies, funds and platforms across investments, advisory roles and commercial partnerships since 2016.

Meadow

YC

001

Wefunder

YC

002

Talkable

YC

003

Invoice ASAP

004

BGI Labs

005

Quartzy

YC

006
Vidyard

Vidyard

YC

007

Ridecell

YC

008

Adstage.io

YC

009

RealCrowd

YC

010

GazeHawk

YC

011

Orange Fund 2

Wefunder vehicle

012

Compass Mining

013
Insomnia Labs

Insomnia Labs

014
Surya Spa

Surya Spa

015

Magmetis Ventures

016

Liquid Death

017

Unstoppable Domains

018
Odyssey Wellness

Odyssey Wellness

019
K2 Space

K2 Space

020
Firefly

Firefly

021
Axiom Space

Axiom Space

022

Double Jump

023

Albedo Space

024

Merkle Science

025

Oasys Games

026

Series Finance

027

Cloud 3

028

Dynasty Studios

029
NovoBeing

NovoBeing

030

Lif3.one

031

June Software / EPIC Games

YC

032

Marks shown reflect portfolio holdings, advisory engagements and commercial relationships across multiple vehicles and periods. Inclusion does not imply a current ownership position or any endorsement. Orthogonal's specific role in each transaction is described in the investor room.

INSTITUTIONAL READINESS
[IR]

Institutional readinesscompounds.

We stay involved from formation through the public-market path.

[IR/001]

Build

Operating support before institutional capital arrives.

[IR/002]

Capital

Cap tables, governance and instruments designed for the next stage.

[IR/003]

Readiness

Audit, reporting, compliance and investor-room discipline.

[IR/004]

Liquidity

IPO, SPAC, RTO, M&A or digital assets, chosen for the company.

FOUNDER & EXECUTIVE CHAIRMAN

Founder-led.

001

David Nikzad

Founder & Executive Chairman

Originated the venture platform launched in 2016 from which Orthogonal Thinker grew, across company formation, growth-stage execution and capital-markets infrastructure.

Mandate

Disciplined in capital allocation, patient in execution, expansive in vision.

Enduring institutions are built through conviction, structure, governance and compounding.

NEXT STEPS

Three paths forward.

Build the future that should exist.

Capital / Energy / Compute / Intelligence / Health