Buy in Tel Aviv. Exit in New York.
Israeli founders build for the US market from day one, but their seed rounds price like a local market. The companies exit to US acquirers at US multiples. Two lines, one widening gap.
It's the most obvious arbitrage in venture today, and it sticks around for one reason. Getting into the right Israeli seed rounds takes relationships, Hebrew, and reading a founder's unit pedigree the way another alum would. Money alone won't get you in.
Israeli seed pricing sits well below US comps.
Technical founders as good as the ones on the coasts, often better, raising at valuations US coastal funds stopped seeing years ago. You buy in Tel Aviv.
The exits happen in US markets, at US multiples.
Israeli companies sell globally from day one and exit to US acquirers and US public markets. Check Point, Wiz, Palo Alto's shopping list. You sell in New York.
The spread lasts because access is the scarce part.
US family offices want the exposure but have no direct line into the ecosystem. Closing that gap takes relationships, the language, and knowing what a founder's unit actually means. That's the fund.
The bridge from Tel Aviv to US markets.
Anyone can see the spread. Capturing it is the hard part, and it takes four things most US funds can't copy: real technical diligence, founder access inside the ecosystem, US market machinery, and decision speed.
Technical diligence as moat
A CTO-GP can read the codebase, pressure-test the architecture, and tell a real technical risk from a pitch deck story. Most seed-stage diligence is a reference call and a vibes check. We do more than that.
Israeli founder access
Direct relationships across Tel Aviv, fluent Hebrew, and a working knowledge of 8200, Unit 81, Talpiot and Mamram, plus an active line into the Technion alumni network. Those are the places most of the country's deep-tech founders come from. We see the deal before the cap table does, and we read a founder's resume the way another alum would.
US market entry
Olivent does the unglamorous work that turns an Israeli seed company into a fundable US Series A: Delaware C-corp setup, US banking, GTM introductions, and follow-on syndication into US family offices and growth funds.
Solo, lean, fast
One GP means one decision-maker. Founders get a yes or no in days. LPs get judgment straight from the person doing the work, with no three associates in between.
Where the founders actually come from.
Most Israeli deep-tech and cyber founders come out of a handful of elite IDF technology units and the Technion. We read those signals on a resume and keep warm lines into the alumni networks. That's how we get to deals before they hit a cap table.
Unit 8200
Signals intelligence. The cyber and AI talent factory of the IDF; alumni founded Check Point, Palo Alto Networks, Wiz, and most of Israeli cyber.
Unit 81
Tech development for special operations. Hardware, autonomy, RF, and edge systems. Smaller and more selective than 8200.
Talpiot
The elite multi-disciplinary tech officer program. Physics, math, and CS founders who go on to build deep-tech and defense companies.
Mamram
The IDF's computing and software academy. Infrastructure, systems, and platform engineering DNA.
Technion
Israel's MIT. The country's deepest bench of engineering, CS, EE, materials, and applied science founders. Direct lines into the alumni and faculty network.
AI infrastructure
Compute orchestration, model serving, agent runtimes, evaluation and observability, and the data layer underneath. We back the boring infrastructure every AI product ends up paying for.
- Real workloads in production
- Defensible distribution into AI teams
- Founders with systems background
Defense and dual-use
Autonomy, sensors, comms, electronic warfare, robotics, ISR, and the software stacks that tie them together. Israel runs the world's most active defense innovation cycle, and we have direct lines into the founders coming out of it.
- Clear path to DoD or allied procurement
- Dual-use commercial wedge
- Operator or 81 / Talpiot DNA
Cybersecurity
Detection and response, identity, data-layer security, cloud and runtime security, and agentic SOC tooling. Israeli cyber is the global benchmark, and we can read a founder's pedigree the way a buyer of the product would.
- Wedge into the modern SOC or platform stack
- 8200 or Mamram founding team
- Design-partner traction with serious CISOs
Fintech infrastructure
Compliance and risk infrastructure, capital-markets plumbing, payments and ledger systems, and vertical software for regulated finance. We pass on consumer neo-banks and crypto exchanges.
- B2B or infrastructure positioning
- Rides a regulatory tailwind
- Founders who have shipped into a bank
Consumer internet
Mostly we pass. When we do invest, it's a category-defining founder with a distribution or product insight nobody else has. Generic consumer apps don't get through. Lower weight in the portfolio by design.
- Founder-market fit that's hard to copy
- Organic distribution or community
- A product loop that grows without paid acquisition
One inbox. One calendar.
Solo GP, no gatekeepers. Email me directly or grab time on the calendar.
investors :: eligibility criteria