Thesis · 2026

AI is rewriting the enterprise.
NYC is its deployment playground.

AI is rebuilding every enterprise – finance, media, healthcare, real estate, fashion, energy markets, legal, advertising – on top of foundation models, agents, and the data infrastructure that makes them useful.

New York is the center of gravity for this transition. The enterprises being transformed are headquartered here. And the founders transforming these enterprises – those doing the messy work of deploying AI application by application, use case by use case – live here.

Lorimer exists to support these founders – and we obsess over these use cases. We are structurally closer to the buyer and the talent 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 the city built to ship.

01

NYC has the builders

Founders building enterprise AI are moving where the buyers, the data, and the operators are. They’re choosing NYC.

02

NYC has the buyers

Wall Street, Madison Avenue, Mount Sinai, Condé Nast, Hearst – the enterprises being transformed all live on the same island.

03

Lorimer has the community

Our 100+ operator LPs sell, hire, and design alongside our founders. This compounding community reflects our 15+ years of building in NYC tech.

Where we invest

Six surfaces where AI meets the enterprise.

We back inception-stage founders rebuilding the systems and workflows the modern enterprise actually runs on.

Knowledge Work

Agents and AI-native software replacing the high-end services labor that runs the modern firm – research, analysis, drafting, decisioning.

Portfolio Gamma Zo Computer

Fintech

Underwriting, credit, payments, and embedded finance – the workflows where AI changes both the unit economics and the risk model.

Portfolio OatFi Altscore

Marketing

Measurement, attribution, and retention infrastructure for the brands rewriting their marketing on top of AI.

Portfolio Northbeam BRIJ

Energy

Software for a grid being rebuilt in real time – markets, trading, distributed assets, demand response, and the AI compute load itself.

Portfolio Tyba David Energy

Industrial

Robotics, automation, and AI-native software bringing software margins to the physical economy – manufacturing, logistics, the built world.

Portfolio Formic Layer9

Dev Tools, Data & Infra

The picks-and-shovels layer – data platforms, runtimes, and developer surfaces that every AI-native company will spend on.

Portfolio Hex Instant

Building in one of these categories?
We write the first check.

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