AI · A passion of ours

AI is the biggest lever we have. The portfolio is the lab.

We believe maximising the use of AI across our portfolio is the single biggest thing a family office or fund can do today to influence the value its portfolio creates. So we’re putting real time, real capital and real conviction into making that happen.


Why this. Why now.

The operating leverage of a small, sharp team has just gone up by an order of magnitude.

Claude — and the broader shift it represents — is genuinely changing the way we all work. Most teams are still using it like a slightly better Google. The teams and individuals who get ahead of this — really ahead, in their actual day-to-day — will pull away from the ones who don’t.

We think the gap opens up over the next twelve months. We’d like to be on the right side of it. So would our founders.

If a family office or fund only does one thing this year to compound the value of its portfolio, we believe this is it. The capital is allocated. The teams are in place. The lever is operating leverage. AI is what pulls it.

How we work the lever

Three pillars.

We don’t hand our portfolio companies a webinar and a Slack channel. We bring them together, work alongside them, and share what we learn forward.

01

Cross-pollination

Founders, finance, advisors and engineers in one room. The CFO hears the founder. The founder hears the engineer. The advisor hears all of it. The best ideas in our portfolio rarely come from a single seat — they show up when seats are mixed.

02

Hands-on, not slideware

No conferences. No pitch events. No three days of slides. Long, uninterrupted co-work on real projects, with one workflow shipped live in a real piece of work by the time we leave.

03

Pay it forward

What we learn we share. With our portfolio, with our partners, and over time — if it works — with other family offices and funds trying to do the same thing.

June 2026 · UK Countryside

The first Claude-a-thon.

Three days. Fifteen people. One question: how do we actually change the way we work?

Inaugural · June 2026

The Claude-a-thon

A three-day lock-in at a (very nice) house somewhere in the British countryside. A small, deliberately mixed group — founders, finance, advisory and techies — coming together to learn from each other and rebuild the way we work using Claude Cowork.

When
First or second week of June 2026
Where
A large house, somewhere lovely in the UK
Who
~15 people · A hand-picked mix from across the portfolio & friends of the firm
Format
Tuesday morning → Thursday evening / Friday AM

Bring yourself. Bring one thing to teach. Bring something to build.

You don’t need to be technical. You need to be curious, generous with what you know, and willing to roll your sleeves up. A few attendees lead 30-minute workshops on something they’ve learned the hard way — a tool, a workflow, a hard-won lesson. The rest of the time, we build.

Costs — the house, the chef and everything on-site — are covered by Mustard Kick. Travel is on you.

What it isn’t

  • A conference
  • A pitch event
  • Three days of slides
  • Performative networking

What it is

  • Long, uninterrupted co-work
  • Short workshops led by attendees
  • A chef, a fire, a few surprises
  • Time to actually ship something