Applied AI in a low-margin industry. The platform matches loads to carriers across the US–Mexico border, so the position is really a bet on nearshoring volumes continuing to grow. It is a micro-cap with a history of dilution and a sensitivity to freight rates that is entirely outside management’s control.
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