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We back AI that compounds with use

Helping founders find the path worth taking.

Instant · ~60 seconds

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 AttackA lever on a fulcrum where a small ball dropping on one side launches a larger ball high into the air, representing how small inputs can create large economic impact

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 InsightA snowball on a slope grows layer by layer as it rolls, with golden particles flying off, representing compounding momentum and feedback loops

Compounding Insight

How the product captures signal from use, builds proprietary data assets, and becomes harder to copy over time.

Reliable AutonomyA golden shield with a checkmark, deflecting incoming threats represented by red beams that bounce off the shield surface

Reliable Autonomy

The architecture for scale, monitoring and evaluation strategy, and how errors are caught and corrected.

Compounding InsightA seed grows roots underground then develops a trunk and leafy canopy, representing foundational growth and long-term value accumulation

Embedding Depth

The Day 1 value proposition, the journey from helpful to essential, and how switching costs accumulate.

What you'll see instantly
Summary
Quick take on your approach
Strengths
What's working well
Gaps
Risks to address
Edit Checklist
Specific next steps
Personal response within 48 hours
What We Look For

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.

Where We Go Deepest

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.

Architecture Reviews

We dig into your AI stack — model choices, orchestration, evaluation, and the safety protocols required for high-stakes deployment.

Enterprise Trust & GTM

Translating AI capabilities into economic impact. We help navigate complex sales cycles, define value-based pricing, and build trust with skeptical, high-stakes buyers.

AI-Native Network

High-signal introductions to operators, early customers, and co-investors who deeply understand AI-native businesses.

Josh Arnold

Josh Arnold

Founder, Sophon Capital

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.

Check Size
Initial $10K–$75K
Stage
Pre-seed & Seed
Response
48 hours
Location
San Juan | NYC

Get structured feedback

Four-lens analysis in 60 seconds. Human follow-up in 48 hours.

Sophon Capital