A micro-cap with contract-driven revenue. Because it sells into federal and public-safety agencies, a single award can move the shares sharply, and the absence of one can do the same in reverse. Procurement cycles are long and lumpy. Liquidity is thin enough that position size matters as much as the thesis.
Four ways to hold this position. The tier you choose sets the minimum, the holding period, and how actively the allocation is managed.
Thematic entry exposure. Your capital tracks this name inside the wider AI basket rather than as a standalone holding, which spreads single-company risk.
Deposit at ExplorerA direct weighting. The allocation is concentrated in this specific name, so performance tracks the company rather than the basket average.
Deposit at AcceleratorA concentrated position with quarterly rebalancing and access to the desk research note published on this name each quarter.
Deposit at FrontierLong-horizon capital. Suited to pre-IPO and early-stage exposure where the position is illiquid and the return, if any, is realised at a liquidity event.
Deposit at Venture