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THARSIS
FUND

The AI hedge fund that bets on humans.

We are building an alternative investment fund to acquire service businesses across sectors — from skilled trades and personal services to healthcare providers. Our in-house technology team deploys AI to eliminate administrative burden and automate routine tasks, enabling these professionals to focus on what AI cannot replace: human touch, physical expertise, and emotional intelligence. It's a contrarian investment strategy that turns the AI revolution into competitive advantage for AI-resistant businesses.

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THE HEDGE STRATEGY

Businesses AI Can't Disrupt

We target services requiring physical presence, human empathy, or hands-on expertise. These businesses depend on trust, physical skill, and human connection that AI cannot easily replicate. Our focus areas include but are not limited to:

  • Healthcare & Wellness: Physical therapy, psychology, specialized medical practices, personal training, wellness professionals, etc.
  • Skilled Trades: HVAC technicians, plumbers, electricians, auto mechanics, specialized construction, etc.
  • Personal Services: Beauty and grooming, home services, pet care, childcare, elder care, etc.
  • Specialized Services: Equipment repair, custom manufacturing, artisanal crafts, consulting requiring deep expertise, etc.

AI Empowers the Irreplaceable

We study each business deeply to understand what makes their professionals irreplaceable. Then we systematically remove the friction that keeps them from doing their best work — automating administrative tasks, streamlining workflows, and providing intelligent insights that enhance their decision-making.

The paradox: businesses protected from AI disruption can harness AI most effectively. While technology companies compete themselves into commoditization, these human-centered businesses use AI to amplify what makes them unique.

THE CONTRARIAN OPPORTUNITY

AI Market Disruption Creates Investment Opportunity

AI is poised to significantly disrupt many white-collar professions. Software developers, financial analysts, legal researchers, and content creators face substantial challenges. Meanwhile, physical therapists, plumbers, and mental health professionals enjoy relative protection — creating a unique alternative investment opportunity.

Perfect Timing for Contrarian Investors

While venture capital floods into AI startups that will compete themselves to zero, essential service businesses trade at historic discounts. Baby boomer retirements create unprecedented acquisition opportunities in AI-resistant sectors.

The Ultimate Portfolio Hedge Against AI

Most investors face a dilemma: miss the AI revolution or risk exposure to potential market corrections. We offer a third approach — harness AI's capabilities while investing in businesses with structural protection from automation. This hedge fund strategy provides valuable portfolio diversification in an AI-driven future.

OUR COMPETITIVE ADVANTAGE

Unlike traditional private equity funds or hedge funds, we have our own in-house engineering team with deep experience building data processing and ML pipelines for banks and other regulated sectors, implementing AI solutions in government, and developing low-latency distributed systems in fintech. This technical expertise gives us unique insight into AI's capabilities and limitations, helping us identify AI-proof businesses that can benefit from AI enhancement while maintaining their fundamental human advantages.

Proprietary AI Investment Analysis

Our team is developing AI-driven analysis tools to identify service businesses with strong fundamentals but limited technology adoption — particularly those facing succession challenges or operational inefficiencies.

For portfolio companies, we build custom AI solutions tailored to their specific needs: knowledge management systems, intelligent automation for routine processes, and advanced analytics for better decision-making. This creates a sustainable competitive moat.

In-House AI Engineering Expertise

Our engineers have developed ML pipelines used by large financial institutions processing billions of records, built AI solutions for government and defense sectors, and created low-latency distributed systems for fintech companies. This isn't hired talent — it's the founding team's direct experience.

This expertise allows us to move quickly, identifying exactly what each business needs: whether it's automating routine processes, building analytical dashboards for better decisions, improving customer support, or creating knowledge management systems. We build what matters, fast — because we've done it before. A true AI-enhanced investment approach.

VALUE CREATION PLAYBOOK

Source & Analyze

AI-driven analysis of market inefficiencies, succession opportunities, and technology adoption gaps across thousands of service businesses.

1

Acquire

Partner with owners seeking succession, focusing on businesses with strong fundamentals but limited technology adoption.

2

Transform

Implement our technology framework: AI-enhanced knowledge systems, intelligent process automation, and data analytics customized for each business's needs.

3

Optimize

Enhance operational efficiency and service delivery through AI-powered tools, allowing professionals to focus on high-value activities and client relationships.

4

Network

Build synergies across portfolio companies — shared technology infrastructure, cross-referrals, and combined service offerings for enterprise clients.

5

Compound

Reinvest enhanced cash flows into new acquisitions, creating a growing portfolio of technology-enabled service businesses.

6

KEY TERMS

Terms are currently being developed. Specific details will be provided to qualified investors expressing serious interest.

Structure EU-based, exact vehicle to be announced
Target size EUR 10-30 m
Min. commitment Standard for qualified investors
First close To be announced
Fees & carry To be determined
Liquidity Regular distributions
Redemptions Post-lockup, subject to terms
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RISKS & CONSIDERATIONS

  • Operational complexity of multi-site service businesses
  • Integration risk when applying new technology
  • Rapid AI advancement could eventually threaten certain aspects of service delivery
  • Market conditions for private credit and interest rates
  • Long-term investment horizon; limited liquidity during initial years

STAY INFORMED

The fund is in development. Subscribe to receive updates on our progress and be notified if and when we launch. We respect your privacy and will only contact you about this fund.