American Dynamism Capital Research

"I have an IP asset that is so disruptive it triggered an institutional immune response. I need capital to build the containment field (the company) for the physics."

TARGET: American Dynamism

Peter Thiel / Founders Fund
a16z American Dynamism
8VC (Joe Lonsdale)
Palantir-adjacent networks
"High Voltage" founder believers
Rejected genius narrative backers

AVOID: Community-First VCs

Worry about "vibes"
Pattern-match to safe founders
See controversy as red flag
Can't evaluate deep tech
Prioritize optics over physics
Indefinite optimists

Research Documents

High Voltage Founder Archetype

What makes a founder attractive to Thiel-adjacent capital. The paradox profile, institutional friction as signal, and the five markers they look for.

Funds & Partners to Target

Specific funds, partners, and portfolio patterns. Who backs "rejected genius" narratives and what sectors they focus on.

Pitch Framing: Institutional Immune Response

How to position the eviction, the patent, and the 25-year journey as proof of breakthrough, not failure.

Rejection as Badge of Honor

The counter-signals matrix: what others see as red flags, they see as proof. Palmer Luckey template and vindication arcs.

Outreach Strategy

How to approach these investors. Network mapping, warm intro paths, and messaging that resonates with contrarian capital.

ThetaCoach: Meeting 2 Playbook

NEW: American Dynamism framework applied specifically to ThetaCoach. Technical proof, traction targets, use of funds, 18-month milestones, and pre-meeting checklist.

Core Insight

These investors operate on an inverted signal model. What mainstream VCs see as disqualifying, they see as qualifying: