Specialist funds compound when methodology survives scale. The Generic Architecture (L0 + L1 Fund AI OS) is the same across VC segments. The overlay (L2) — and the segment-specific patterns it realizes — is what makes each segment work.
The architecture — eleven agents, audit chain, L8 floors, consent gateways, 4-stage progression, 4-tier framework — is fund-agnostic. It works for an Article 9 impact fund the same way it works for a climate or healthtech fund. What changes is the overlay — the YAML file that loads your specific methodology at bootstrap.
Each segment has its own scoring frameworks, evidence-base integrations, regulatory posture, LP composition, and founder-relationship patterns. Building one overlay teaches us what the next overlay needs. Segments compound; they don't fragment.
FIG. 01 ── L0 DOCTRINE · L1 FRAMEWORK · L2 OVERLAYS → ONE OPERATING SUBSTRATE
FIG. 02 ── SCORING · EVIDENCE · REGULATORY · LP VOICE — PER SEGMENT
§ 03.3 IMPACT / SFDR ARTICLE 9
First production overlay. Hexframe-class scoring. Evidence-base integrations (PubMed · ClinicalTrials · NICE · Cochrane). Impact Advisory Committee workflows. Four-tier LP voice calibration. Article 9 SFDR audit chain by default.
§ 03.4 CLIMATE / ENERGY TRANSITION
Overlay in design. IPCC + ecoinvent + GaBi integrations. TRL 1-9 scoring per technology family. Carbon accounting audit chain (PCAF aligned). Regulatory drift tracking (EU CSRD · EU Taxonomy · IRA · CBAM). Looking for first Climate engagement to co-design v1.0.
§ 03.5 HEALTHTECH / BIOTECH
Overlay in design. ClinicalTrials + PubMed + NICE + FDA pathway tracking. Mechanism-of-action documentation. Reimbursement risk modeling (CMS · AMNOG · HAS). Phase progression analytics. Looking for first Healthtech engagement.
We don't list segments we haven't designed for. The roadmap below is what we're researching — not what we're selling. If your fund is in one of these areas and you'd consider being a first-engagement reference, tell us.
FIG. 03 ── ROADMAP HORIZON · NOW · SOON · RESEARCHING
DEEP TECH
Frontier R&D risk · technical moats · hardware patent prosecution.
CONSUMER WELLNESS
Behavioral evidence · k ≥ 8 privacy floors · sentiment proxies.
INFRA- STRUCTURE
Hardware-software hybrid · clinical pathway analogs · regulatory drift.
EARLY-STAGE GENERALIST*
*probably not — generalists don't compound the way specialists do.
Segments above are VC-internal. The L0 doctrine is broader. The same substrate that powers Fund AI OS generalizes to specialist law firms, research labs, creative agencies, medical practices.
See the wedge-to-expand thesis for how a single specialist architecture compounds outward.
FIG. 04 ── WEDGE OUTWARD · L0 DOCTRINE GENERALIZES
One core. Many overlays.
One substrate.
── FUND AI OS · 2026
§ END ── TALK
