Singularity Effect · Est. 2026
A crossover Pre-IPO secondary and public-market fund investing in the physical bottlenecks, distribution moats, and scarce private ownership unlocked by the AI capability curve — while hedging the financing, commoditization, and timing risks that follow.
Strategy
The strategy grows out of a 160-page study of AI and its physical realization over the next three to five years. Its conclusions are unusual enough to state plainly.
Power itself is not scarce — the ability to deliver it to the grid is. An already-energized site is an asset you cannot buy.
Inference rises from one-third to two-thirds of AI compute — exactly where CUDA's moat is thinnest. Own the migration, not the path.
The next Anthropic, at a price no one accepts today — underwritten only where we can carry the position.
Defense and enterprise procurement is slow and unglamorous, and plainly outside the closed-loop trade.
Offense need only succeed once; deployment must succeed every time. Small cybersecurity exploits that asymmetry — not a hedge, but a position that pays when we are wrong.
Software is not going away. The per-seat pricing model is.
90/10 at maturity, not 80/20. The median company is not investable.
“Reassess the singularity narrative.”
Every allocation returns to a single question: where does the capability curve force a bottleneck the market has not yet re-rated?
Direct lines to marquee Silicon Valley founders, funds, and family offices — for differentiated deal access.
First-hand market intelligence underwrites precise pricing and disciplined risk management.
Credible commitments and decisions inside 24 hours — decisive in a time-sensitive market.
Among the earliest funds built around an AI and robotics thesis, with published research to show for it.
Singularity Effect Fund I, LP
We allocate against a constraint book that updates each quarter from public filings. Fund I reserves a small Pre-IPO sleeve carrying 3–5× upside — sized as an option, not a plan — with no leverage and moderate net exposure.
The Pre-IPO secondary market rewards trust, speed, and judgment. The fund structure exists to overcome the frictions a lone allocator cannot.
A fund structure raises both the barrier to entry and the credibility that comes with it — which translates directly into better prices and better allocations.
The market is acutely time-sensitive. A discount block can appear and vanish inside 24 hours. The GP acts fast and gets it right once, so LPs never have to.
The cheapest blocks are the messiest — cheap paper is cheap because it is scattered across data rooms in inconsistent structures. Diligence is the edge.
Secondary positions are lightly liquid; capital struggles to reach full deployment. Extending the strategy into public markets puts otherwise idle capital to work.
Target ranges — not forecasts, and not a guarantee of returns.
Base case
Year one
Conservative
Bottleneck re-rating slower than expected
Downside
Entry prices cannot be met
Pre-IPO sleeve
A small position holds a 3–5× upside option — no leverage, moderate net exposure.
Track Record
Annualized on a compound basis. Over the same period the Nasdaq Composite returned 57.1% and the S&P 500 returned 40.3%. Past performance does not indicate future results and is not a forecast of fund returns.
| Year | Primary Portfolio | Nasdaq Composite | S&P 500 |
|---|---|---|---|
| 2022 | +24.7% | −33.1% | −18.1% |
| 2023 | +31.0% | +43.4% | +26.3% |
| 2024 | +37.0% | +22.0% | +10.1% |
| 2025 | +63.3% | +17.2% | +11.9% |
| 2026 YTD | +38.0% | +14.5% | +10.2% |
| Cumulative | +404.3% | +57.1% | +40.3% |
Primary Growth Strategy, denominated in USD. Figures reflect a predecessor strategy and not the results of Singularity Effect Fund I, LP.
Singularity Effect Advisory LLC
Advisory is a separately incorporated company, deliberately isolated from the fund to avoid any conflict between capital and counsel. It advises founders and issuers on the full arc of going public — readiness, valuation, and execution.
Full-cycle preparation — from capital structure and governance to the equity story that carries an issuer to market.
Grounded, defensible valuation work across private rounds and the path to a public listing.
A four-year network connecting cross-border investors with companies preparing to list.
Guidance through each stage of the listing, coordinated with sponsors, counsel, and the book.
Entity separation. Advisory mandates are contracted through Singularity Effect Advisory LLC — distinct from Singularity Effect Partners LLC and Singularity Effect Fund I, LP — keeping a firm wall between advisory work and the fund's positions.
Engage AdvisoryBeyond Fund I
Fund I is the first product and the first proof the ledger works. The thesis holds; the mix of holdings evolves with scale.
The endgame is a platform where LPs and individual investors select financial products directly — special situations, hybrid strategies, hedge-fund exposure, and Web3.
Each product runs on the same disciplined, data-driven ledger that governs Fund I: a defined thesis, transparent risk metrics, and conviction expressed with structure.
Team
Managing Partner
Managing Partner
Partner / Senior Wealth Advisor, AlphaCore Wealth Advisory
Provides strategic guidance on deal sourcing, thesis validation, and LP relationships. His network and domain expertise reinforce the fund's data-driven, disciplined approach.
Fund I is offered only to accredited investors and qualified purchasers. Reach out to receive the private placement materials and the underlying research, or to discuss an advisory engagement.
