Your First Look includes:
The moment you submit, our internal AI tool maps your deck across four lenses we use in every investment decision.
Bottleneck Attack
The true bottleneck in the workflow, the realistic path to 5–10x better unit economics, and how value flows back to you.
Compounding Insight
How the product captures signal from use, builds proprietary data assets, and becomes harder to copy over time.
Reliable Autonomy
The architecture for scale, monitoring and evaluation strategy, and how errors are caught and corrected.
Embedding Depth
The Day 1 value proposition, the journey from helpful to essential, and how switching costs accumulate.
AI that compounds.
We back AI companies where the product gets better with use - through proprietary data, feedback loops, or network effects. Not AI as a feature, but AI as the foundation for a defensible business.
We look for credible paths to step-change improvements: 5–10x better unit economics, not incremental gains. Companies attacking real bottlenecks in workflows that matter. At pre-seed and seed, that doesn't mean you've proven it yet — but your story for how you get there should be believable.
High-stakes judgment automation - finance, legal, risk, complex R&D. We've built AI systems in these domains and understand the architecture, evaluation frameworks, and safety protocols required to ship reliably.
We dig into your AI stack — model choices, orchestration, evaluation, and the safety protocols required for high-stakes deployment.
Translating AI capabilities into economic impact. We help navigate complex sales cycles, define value-based pricing, and build trust with skeptical, high-stakes buyers.
High-signal introductions to operators, early customers, and co-investors who deeply understand AI-native businesses.

Josh Arnold
Josh Arnold founded Sophon Capital to back companies automating high-stakes decisions. He brings operational experience from co-founding Patronus AI (ML-driven legal outcome prediction), strategy work with Fortune 500 firms at Strategy&, and an analytical foundation from the Wharton School.
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Four-lens analysis in 60 seconds. Human follow-up in 48 hours.