ARBORETUM CAPITAL

ARBORETUM

Backing the undeniable.
Fund I · Vintage 2026Discussion draft01 / 14
ARBORETUM CAPITAL
An arboretum is a deliberately cultivated ecosystem.
Venture capital should be, too.
The thesis02 / 14
ARBORETUM CAPITAL
Why now

Category-defining companies now emerge between disciplines.

01
Intelligence becomes a layer.
AI moves from a category into the operating system of every industry.
02
Biology becomes engineerable.
Computation, diagnostics, and new modalities accelerate human potential.
03
Physical systems re-platform.
Energy, defense, space, and infrastructure attract software-speed ambition.
04
Culture becomes distribution.
Media, gaming, sport, and identity shape adoption before traditional channels.
The opportunity03 / 14
ARBORETUM CAPITAL
The thesis

Founders are the root system. Everything we bring is the canopy.

STORYDISTRIBUTIONCAPITALTALENTACCESS
Exceptional companies compound inside intentionally-built networks.
The thesis04 / 14
ARBORETUM CAPITAL
Investment architecture

Four frontiers, one underwriting system.

INT-01

Intelligence

Systems that perceive, predict, and decide. AI infrastructure, decision systems, automation, data intelligence.
Accrete · Lila · Zyphra
HMN-02

Human Potential

Technology that expands health and capability. Biotech, life sciences, digital health, performance.
Colossal · Cambrian · Vaxxinity
PHY-03

Physical Frontiers

Infrastructure for a resilient world. Energy, space, defense, advanced industry, real assets.
Vast · Starcloud · Ivanhoe
CUL-04

Cultural Infrastructure

Platforms that shape identity and adoption. Media, gaming, sport, consumer, new distribution.
Animoca · Genies · BARB
Architecture05 / 14
ARBORETUM CAPITAL
The metaphor
A deliberately cultivated ecosystem, not a database of bets.
Arboretums are filled with ecosystems, just like venture. We build the conditions around founders: capital, knowledge, culture, distribution, relationships, so the undeniable can compound. Access compounds when founders, capital, policy, media, and operators overlap.
Why Arboretum06 / 14
ARBORETUM CAPITAL
How we select

We underwrite people first.

01 · PERSON
Rare judgment
Velocity, integrity, force of will.
02 · INSIGHT
A non-obvious truth
That matters now.
03 · SYSTEM
Tech × model
Reinforce each other.
04 · ACCESS
Win access
Change outcomes.
05 · ASYMMETRY
Many paths up
To generational value.
Selection07 / 14
ARBORETUM CAPITAL
Sourcing

A living network, not a database.

FOUNDERSCAPITALPOLICYMEDIAOPERATORS
Hubs across Bold Capital, XPRIZE, Milken, and global founders surface change before consensus.
Sourcing08 / 14
ARBORETUM CAPITAL
Value creation · the canopy

Technical possibility into public inevitability.

STORY
Clarify why the company must exist.
DISTRIBUTION
Reach customers through culture and partners.
CAPITAL
Build the next financing and strategic syndicate.
TALENT
Recruit operators, advisors, creative allies.
ACCESS
Open institutional and global pathways.
A Hollywood narrative and distribution machine, from Hacksaw Ridge to Rocketman to The Wheel of Time, is the unfair go-to-market no traditional fund controls.
Value creation09 / 14
ARBORETUM CAPITAL
Portfolio construction

Conviction, reserves, asymmetry.

10 × SEED 5 × SERIES A
Portfolio construction10 Seed · 5 Series A
ConcentrationConviction-weighted
ReservesFollow-on led
TermsAvailable on request
Illustrative working model; economics and terms shared directly with qualified investors, subject to final offering documents and counsel.
Construction10 / 14
ARBORETUM CAPITAL
Track record

A portfolio, not a pitch.

INTELLIGENCE
Accrete AI
Lila Sciences
Zyphra · Metaphysic
HUMAN POTENTIAL
Colossal
Vaxxinity
Cambrian · Form Bio
PHYSICAL FRONTIERS
Vast · Starcloud
Ivanhoe Electric (NYSE)
Impulse Space
CULTURAL INFRA
Animoca · Genies
Build A Rocket Boy
Dapper · Ledger
Hacksaw RidgeRocketmanThe Wheel of TimeLone SurvivorAmerican Made
Representative companies and roles stated publicly on Shake and Bake Productions' website; inclusion is not a performance claim.
Track record11 / 14
ARBORETUM CAPITAL
Founder + General Partner
Lauren Selig
20 years backing the undeniable. Operator, producer, investor.
BUILDER
Founder, Shake and Bake Productions & V.A.L.I.S Studios.
PRODUCER
Hacksaw Ridge · Rocketman · The Wheel of Time · Lone Survivor.
INNOVATOR
Created Facebook's 360 studio; Intel's Smithsonian VR.
BOARDS
XPRIZE · Pendrell · advisor to Poolside, OTOY, Enhanced Games.
RECOGNITION
Emmy for the first VR summit of Mt. Everest.
Lauren Selig12 / 14
ARBORETUM CAPITAL
Fund I

The framework.

Strategy
Seed + Series A
Portfolio
10 Seed · 5 Series A
Frontiers
Four, one thesis
Reserves
Follow-on led
Vintage
2026
Terms + economics
On request
Terms13 / 14
ARBORETUM CAPITAL
Backing the undeniable.
Lauren Selig · Founder + General Partner
lauren@shakeandbakeproductions.com
By introduction.
Arboretum Capital Group, L.P.14 / 14
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