Version 1.0, November 2026

Thesis

Where Casagou Ventures expects to spend attention.

This is a working thesis, not a fund mandate. It will be revised when the work teaches us something. We still only proceed selectively, and by invitation.

Three areas

  1. 01

    Engineering-led and industrial tech

    Aerospace and defence supply chain. Drones and aerial data. Hardware-enabled services, where the product is a physical system and the business depends on operating it well.

  2. 02

    B2B operations and automation

    Tools for small and mid-sized businesses: AI and workflow software, and vertical software for trades and services. The customer is an operator with a job to get done.

  3. 03

    Local service and media

    Service and media businesses with a clear revenue engine. We are interested in the business that already charges for the work, not in an audience waiting for a model.

Stage

Pre-seed and seed, with a working product or first revenue.

Also profitable, operator-owned small businesses. The shape there is partnership, succession, or a co-build, not a speculative restart.

How a partnership can be built

We do not publish a cheque size. The structure is agreed in the room, after diligence, and only if both sides want to continue.

  • Small direct cheques.
  • Revenue share.
  • Advisory equity, including sweat equity.
  • Co-build, where we make the operating system with the founder instead of only funding it.

What we bring

  • Engineering diligence

    A P.Eng. review of the thing being built: mechanical, aerospace, and systems practice, applied to whether the product and the plan hold together.

  • Systems and operations build-out

    Help standing up the operating system around revenue: who does what, what gets measured, and what has to be true each week.

  • Media and marketing capacity

    Capacity to describe the offer and put it in front of the people who can buy it.

  • A British Columbia and Vancouver Island network

    Introductions and context on Vancouver Island and in British Columbia. Engagements are not limited to the Island. The geography is North America.

What we do not do

  • Real-estate flips or lending.
  • Anything political.
  • Consumer crypto.
  • We do not take deals that need Joachim as a full-time operator.

If a company sits outside this thesis, say so plainly in the introduction. A clear pass is a better use of the hour than a vague fit.

How we work · Introduce a company