For Pedro · THV Fund II · Brunch May 6, 2026
A conviction engine,
not an audit tool.
V-OS is the operating layer beneath THV's deal flow. It pressure-tests founders, compounds conviction across touchpoints, and turns Investment Committee from a vibes meeting into a sovereign audit trail — without losing the warmth that makes early-stage venture work.
Pedro — open this on your phone. Each walkthrough is one deal, end to end, in 6 screens. We can interrupt at any screen and talk.
Active Pipeline · 2 deals
The 2×2 you can hold in your head.
Two axes: operator-mature vs. founder-bet on the vertical, PASS vs. REVIEW on the horizontal. Same V-OS pipeline, different verdicts. The contrast is the proof.
Ethiack
Seed · €3.0M
Continuous ethical hacking. Replaces episodic pen-tests with always-on machine + human red team.
Pass
Thesis
Pass
Wrapper Filter
Pass
PT Arbitrage 3×
Conviction +6 across 4 touchpoints
Walk through operator-maturehigh-convictionagentic-security
Nilo
Pre-seed → Seed · €1.5M target
Voice-driven 3D world building. Natural-language coding for playable spaces.
Pass
Thesis
Press
Wrapper Filter
Pass
PT Arbitrage 3×
Conviction +1 across 4 touchpoints
Walk through founder-betwrapper-riskcreator-tools
⊘
Out of pipeline (failed thesis filter)
Litehaus · ChainReactor — climate-real but not agentic. They live on GK's personal sustainability shelf, surfaced only on Pedro's ask. The system caught two of GK's own picks before Pedro saw them.
★
The meta-move
"I built a triage system and ran my own list through it first. Two of six failed. That's the system working on me before it works on your pipeline."
The doctrine
Conviction compounds — it isn't granted.
Multi-touchpoint timeline replaces single-shot Red/Yellow/Green. The shape of conviction over time is the signal.
Founder before deck.
The deck lies. The founder's story doesn't. Screen 1 always opens with the human.
The IC isn't where deals close — it's where operator work begins.
Every IC card ships with a 90-day Value Creation Plan the Operating Partner personally executes.
Compounding portfolio, compounding chassis.
Each deal connects to the synergy map. Your $50K LP + 1.5% carry isn't a position — it's a vote in a graph that gets denser with every fund cycle.