§ 00Introduction

MichaelArbach

Technology operator and studio investor. Seventeen years building software; the last several spent placing engineering and capital into the same vehicle. I work with founders who would rather have a partner on the cap table than a vendor on the invoice.

Practice
Venture Studio
Deal Size
$25K — $3M
Terms
Equity · Revenue
Local
--:-- SF
NASAautonomous flight
Northern Trust$14T AUC
BitRail$900M+ annual
Daikin$20B revenue
Obseq$11.6B liquidity
Earliibacked by Techstars
Plutus ProtocolDeFi infra
Lindahealthcare AI
Realiosreal-estate ops
Questionnaire Connectclinical SaaS
Oririenergy markets
NASAautonomous flight
Northern Trust$14T AUC
BitRail$900M+ annual
Daikin$20B revenue
Obseq$11.6B liquidity
Earliibacked by Techstars
Plutus ProtocolDeFi infra
Lindahealthcare AI
Realiosreal-estate ops
Questionnaire Connectclinical SaaS
Oririenergy markets
§ 01Discipline

Most consulting pretends incentives align. Mine actually do. I invest engineering capacity, capital, and operating attention into a small number of companies each year — in exchange for equity or revenue share, never billable hours. The work compounds because everyone in the room is staked to the same outcome.

I look for problems where serious technical execution still moves the market. Infrastructure. Capital flow. Decision systems. The kind of company where the engineering choices and the business choices are the same choice.

§ 02Ledger · Selected Work
Entry · 01obseq.xyz

Obseq

The liquidity layer for stablecoin settlement.

Institutional plumbing for the stablecoin era. A marketplace where payment companies, fintechs, and banks draw down settlement liquidity on demand instead of holding it idle in pre-funded accounts. Stablecoins move instantly; settlement now does too — no weekend, no holiday cut-off.

Active Liquidity
$11.6B+
Corridors
Global
Settlement
24 / 7
Category
Fintech · Infrastructure
Entry · 02earlii.com

Earlii

Intelligent commercialization for federally-funded R&D.

A research-to-revenue engine. Specialized agents move continuously through the federal R&D apparatus — patents, equipment, non-dilutive capital, contract vehicles — and assemble a commercialization brief that would otherwise take an analyst weeks. Verifiable references; no hallucinated provenance.

R&D Assets Surfaced
$1M – $5M
Funding Identified
$350K+
Analyst Time Recovered
35 – 100 hrs
Category
AI · SaaS
§ 03Method
I.30 – 90 days

Exploration

Introduction calls, technical feasibility, scoping. We confirm the problem is real and that I am the right partner to solve it.

II.30 – 60 days

Agreement

Capital structure, equity or revenue terms, and a written scope. No retainers, no hourly invoices.

III.up to 48 months

Launch

Build, ship, operate. Annual extensions are decided on mutual interest — never contract default.

§ 04Correspondence

A short note
is the fastest
way in.

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