We believe the only safe bet in an uncertain world is the thing making it uncertain.

Backing early founders across the AI value chain, from energy to applications.

Why we believe it

AI is a bigger economic and social change than the first and second industrial revolutions combined.

Those took generations. This one will take less than a decade.

No one can predict which companies come out the other side.

The SaaSpocalypse is real. A $1.4 trillion software industry is being rewritten, and the usual ways of valuing a business are dead.

The only safe place to invest is inside the AI value chain.

It is building the infrastructure of future economies, the way railways and power grids did in the first and second industrial revolutions.

EnergyChipsInfrastructureModelsApplications

We believe an AI-driven era of abundance is just around the corner.

Abundance will replace scarcity: limitless energy, every illness cured, and people freed from labor to spend their time on sport, art, philosophy and space. And we want to contribute to it as much as we can.

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What we do

We help founders raise.

The story, the deck and the numbers, and then introductions to investors who fit. We raised $5M for Stack as first-time founders, after more than 200 investor meetings, and we pass on what that taught us.

We publish our research.

Open maps and reports on the AI economy: who matters in each layer of the value chain, and whether the market is in a bubble.

We invest, selectively.

Our own money, in pre-seed and seed companies across the AI value chain, from energy to applications. One company at a time.

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Who we are

Dachi
Gubadze

Now
Tech investment banking, New York
Expertise
Valuation, fundraising, public markets, the AI value chain
Path
  1. Physics
  2. Economics research
  3. Stack
  4. Portfolio management
  5. Investment banking

George
Laliashvili

Now
AI products at a fintech, Amsterdam
Expertise
Product, AI under regulation, company building, startup ecosystems
Path
  1. Physics
  2. NextMart
  3. Innovation ecosystem
  4. Stack
  5. Fintech AI

Expertise

Product

  • 5LayerCakeA map of the AI value chain.
  • ThereIsNoBubbleA live bubble-risk monitor for US equities.
  • Software for running a set of funds: positions, returns, and how each fund is doing against its benchmark. It grew out of the way Darden Capital Management works.

    The app is private, so the link asks for a login.

    Open Montidarden
  • It began in 2018 as a co-founder's weekend project to keep social apps side by side. It grew into a browser where web apps sit in cards and stacks instead of tabs, built in Amsterdam by a team that went from 3 people to 19.

    • 120,000 users
    • $5M raised from 11 investors
    • No. 1 Product of the Day on Product Hunt
    Read the launch post
  • Online groceries in Dubai, from 2014 to 2016. It started with hardware in the stores and switched to an app. George ran the product and Dachi ran operations.

    • Regular shoppers: 100 to 7,000 in 8 months
    • 42 partner businesses, 50 locations
    • Revenue per user up 80%

Research

Industry

  • Dachi works in the technology group of an investment bank in New York. The job is to value technology companies and work on their deals, from raising capital to mergers and sales.

    • New York, since 2026
  • During his MBA at Darden, Dachi spent a year as a senior portfolio manager at Darden Capital Management. He ran a global equity fund: researching companies, picking stocks, managing risk and defending each position in front of the investment committee. Montidarden came out of that work.

    • A fund of about $10 million
    • Inside a programme of about $40 million
    • 2025 to 2026
  • We raised for Stack as first-time founders with no investor network. It took more than 200 investor meetings and about ten tech conferences across Europe to close 11 investors. Dachi wrote down how it worked and published the list of investors he met.

    • $5M across two rounds
    • 3 angels and 8 VCs
    • 107 investors in the public database
    Read the playbook
  • George leads AI products at an investing app in Amsterdam. Every feature has to satisfy financial and privacy rules before it ships, so speed and compliance have to be designed together.

    • 12 years in product
    • 3 companies founded
    • Rules: MiFID II and GDPR
  • In 2016 George launched Georgia's first business incubator at the country's innovation agency, then a pre-acceleration programme and a mentor network around it.

    • Every team in the first batch built and tested a product
    • 1 in 5 of them raised funding
    • 90 mentors

Get in touch

We like hearing from people who see it the same way, and from people who think we're wrong.

hello@typetwo.ventures