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adichal

T2 · manager / operator

Managing partner of South Park Commons, a community and venture fund backing ambitious technical founders; recently raised $575M Fund 4 to pursue hard tech (nuclear, semiconductors, energy).

2 calls·1 name·100% bull·last heard 5 days ago·TBPN
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

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highest conviction · one per company
1sthigh conviction
$SOUTH-PARK-COMMONSSouth Park Commonsposition

South Park Commons raises $575M Fund 4 to back hard tech ambition: nuclear ships, energy grid, semiconductors, deep tech milestones

Fund size increased to match founder ambition shift from vertical SaaS to hard tech (nuclear, semiconductors, energy); milestone-based funding replacing revenue traction for deep tech; 60k applications in 2026, AI-assisted triage with human review; cap tables 25% less diluted at Series B vs 5 years ago.

TBPN2026-08→

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recurring themes

2 total
$SOUTH-PARK-COMMONS
South Park Commons
HIGHadichal·TBPN·5 days ago
South Park Commons raises $575M Fund 4 to back hard tech ambition expansion
Portfolio company ambition has shifted from vertical SaaS to nuclear-powered ships, energy grid, and semiconductors, requiring more early capital; teams are smaller with less dilution to Series B/C vs 5 years ago.
"people coming in were no longer just kind of like building on software right like they were actually like hey software is the accelerant that's available to all of us but if that'…"
65:00
$SOUTH-PARK-COMMONS
South Park Commons
HIGHadichal·TBPN·5 days ago· position
South Park Commons raises $575M Fund 4 to back hard tech ambition: nuclear ships, energy grid, semiconductors, deep tech milestones
Fund size increased to match founder ambition shift from vertical SaaS to hard tech (nuclear, semiconductors, energy); milestone-based funding replacing revenue traction for deep tech; 60k applications in 2026, AI-assisted triage with human review; cap tables 25% less diluted at Series B vs 5 years ago.
"Let's go out and build nuclear powered ships. Let's go fix the energy grid. Let's actually go bring on like new sources of like essentially like power onto the grid. Let's go buil…"
65:00