AI 2.0 - Beyond LLMs
[cite_start]Bommie Capital investments are private securities available to accredited investors, focusing on AI infrastructure and deep tech assets[cite: 3].
Request AccessAI 2.0: Beyond LLMs
[cite_start]We are entering one of the greatest periods of innovation, productivity, and capital investment the world has ever seen[cite: 7]. [cite_start]We focus on projects greater in scale than anything EVER built on the planet[cite: 8].
[cite_start]Artificial intelligence has changed the way we think, create, construct, solve, and act[cite: 9].
Mega-rounds have become the norm. [cite_start]Large public asset managers have dominated late-stage funding[cite: 22]. [cite_start]Our network allows us to identify candidates early and execute with speed[cite: 20].
Sector Focus
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- AI Infrastructure: Picks and Shovels of the AI Ecosystem [cite: 13] [cite_start]
- Energy: New power sources to meet incredible AI demand [cite: 13] [cite_start]
- Foundational Models: Beyond LLMs, LQMs, and Physical AI [cite: 13]
Core Attributes
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- CEOs who are free thinkers and forge their own path [cite: 15] [cite_start]
- Exceptional Management Teams [cite: 16] [cite_start]
- "Failure not an option" mentality [cite: 19] [cite_start]
- Tangible ROI on investor capital [cite: 17]
Investment Strategy
[cite_start]We participate as early as Series A and as late as pre-IPO[cite: 26].
We believe late Seed-A/B is the "new" Series D/E. [cite_start]We target exit timelines of 18–36 months but remain opportunistic with companies closer to IPO that demonstrate strong fundamentals[cite: 27, 28].
[cite_start]Overall, we target positions in 5–10 companies, building size opportunistically with a disciplined valuation focus[cite: 29].
Recent Transactions
Crusoe.AI
A vertically integrated AI cloud infrastructure provider. [cite_start]Crusoe pioneers the use of clean energy—including stranded natural gas and renewables—to power advanced data centers[cite: 41].
[cite_start]Investment: Series D at $2.3B valuation (Nov 2024)[cite: 44].
Skylark Labs
[cite_start]Specializing in "Physical AI," Skylark's "Super Intelligence" allows real-time detection on the edge without heavy server attachment[cite: 47, 49].
[cite_start]Investment: Backed at $8M valuation; supported growth to current $250M valuation[cite: 52].
Leadership
Mark Caccavo
Founder & Managing General Partner
[cite_start]Mark founded Bommie Capital in 2024 after several years of co-investing alongside leading venture funds[cite: 32]. [cite_start]Mark has held senior positions at US Trust, Natixis, and Santander across equity capital markets[cite: 34].
[cite_start]His 30-year career includes running derivative desks and managing cross-border M&A in Latin America[cite: 35].
- Education: B.A. Economics, Syracuse University (Maxwell School); [cite_start]Studies at LSE and City University London[cite: 36]. [cite_start]
- Advisory: Advisor to the CEO of Skylark Labs, Amarjot Singh[cite: 54]. [cite_start]
- Location: Princeton, New Jersey[cite: 37].