Random Walk Collective
Technical Intelligence for Deep Tech Investing.
The Random Walk Collective sources, evaluates, and supports exceptional companies across aerospace, materials, manufacturing, infrastructure, and other emerging sectors.
Hard tech and deep tech sectors are experiencing a renaissance with high upside potential in capital markets. Investment strategy in these sectors requires technical judgement that many investment teams don’t have. At RW, the goal is to fix that problem. Founded by startup investor, operator, and engineering Ph.D. Danny Nikolai, the Random Walk Collective helps investors expand their exposure to founders driving an innovative future. RW blends deep technical expertise with capital markets experience and operational perspective.
What We Do
Investment Partnership
Engineer-in-Residence services for family offices and individual investors looking to build deep tech portfolios. Deal sourcing, ongoing technical evaluation, and strategic counsel on investments.
Technical Diligence
Focused assessments of investment opportunities of interest. Technical due diligence, physical feasibility studies, competitive position, commercialization risk, and team capability with clear recommendations.
Portfolio Support
Strategic advisory for technical portfolio companies. Engagement doesn’t stop with investment. RW works to support aligned portfolio companies to increase the odds of successful investment.
Contact Us
Conversations start with your investment thesis and portfolio goals.
Work is structured as ongoing retainer partnerships.