The defining AI story of this decade is not consumer chatbots. It is the rebuild of every enterprise function — finance, media, healthcare, real estate, fashion, energy markets, legal, advertising — on top of foundation models, agents, and the data infrastructure that makes them useful.
The enterprises being transformed are headquartered here. The buyers, the data, the regulated workflows, and the operators who understand them all live in New York. The AI-native challengers are moving here to be near them — and the incumbents are wiring up here too.
That makes Lorimer structurally closer to the buyer, the talent, and the use case than firms anchored in the Bay. We back inception-stage founders building the systems of record, the workflows, and the infrastructure for the AI enterprise — from a city built to ship.
The compounding value sits in workflows, systems of record, and infrastructure — not chat UIs.
Wall Street, Madison Avenue, Mount Sinai, Condé Nast, Hearst, the grid operators — they're all on the 1 train.
Our 100+ operator LPs sell, hire, and design alongside our founders. Proximity is product.
We back inception-stage founders rebuilding the systems and workflows the modern enterprise actually runs on.
Agents and AI-native software replacing the high-end services labor that runs the modern firm — research, analysis, drafting, decisioning.
Underwriting, credit, payments, and embedded finance — the workflows where AI changes both the unit economics and the risk model.
Measurement, attribution, and retention infrastructure — the AI-native back office for the next generation of consumer brands.
Software for a grid being rebuilt in real time — markets, trading, distributed assets, demand response, and the AI compute load itself.
Robotics, automation, and AI-native software bringing software margins to the physical economy — manufacturing, logistics, the built world.
The picks-and-shovels layer — data platforms, runtimes, and developer surfaces that every AI-native company will spend on.
Working memos, conversations, and writing from the Lorimer team on the AI enterprise build-out.
Why proximity to the buyer is the most underpriced edge in venture right now.
How agents will rebuild the services economy from the inside out.
Energy markets are getting rebuilt in software — and the operators are in NYC.
What 100+ operator LPs change about the way an inception-stage fund actually works.
A conversation on what writing the first check looks like in an AI-native world.
The data, runtime, and developer surfaces every AI-native company will buy.