We see more of
the world, faster
Proprietary alternative data, AI-native research, and twenty years of operating experience — investing at the frontier of public markets and early-stage ventures.
Built by builders.
Powered by data.
Lotus Technology Management is an investment firm founded by the creators of Sentieo, the AI-driven financial research platform that served 1,000+ institutional clients and was acquired by AlphaSense in 2022.
For two decades, our team has occupied an unusual intersection: building category-defining software businesses while simultaneously running capital across public and private markets. We did not discover AI as an investment thesis. We built it, deployed it, and competed with it.
Our proprietary alternative data engine, Oracle, is the direct descendant of the technology we built at Sentieo. It monitors signals across thousands of companies in near-real-time, surfacing early, idiosyncratic insight that moves ahead of consensus.
Hedge Fund &
Venture Capital
Long-Short Equities
Our hedge fund strategy targets established public companies positioned to benefit from durable macro and sector trends, with a primary focus on consumer and technology. Using Oracle's alternative data signals alongside disciplined fundamental analysis, we build concentrated, high-conviction long-short portfolios actively managed through market cycles.
Venture Capital
We invest at the pre-seed to Series A stage in founders reshaping productivity, health, and consumer experience. Our public-market lens gives us a differentiated vantage point: we see which macro tailwinds are real, which incumbent weaknesses are structural, and which technologies are moving from hype to adoption.
Data at scale.
Judgment at the margin.
We process the world before the market does
Oracle, our proprietary alternative data platform, continuously monitors signals across thousands of public and private companies. It models key metrics in near real-time, transforming raw data into high conviction, low latency insight.
Exposure by design, not accident
We build portfolios with deliberate attention to sector, geography, and factor balance. Every position is sized and structured to reflect conviction while managing concentration — producing returns durable across market environments.
The market is never static, neither are we
We continuously refine our process in response to evolving macroeconomic and market dynamics. Where other managers protect legacy frameworks, we treat adaptation as a competitive advantage.
Our Partners
Alap Shah
Investor and entrepreneur. CEO and Chairman of Sentieo, which he co-founded and grew to $70M+ in funding before its acquisition by AlphaSense. Fifteen years of investment experience spanning Viking Global, Citadel, and Castanea Partners. Co-founder of Thistle.
Naman Shah
Entrepreneur and engineer. Co-founded Sentieo and spent a decade as President leading 200+ across Product, Engineering, and Design. Previously co-founded Sarvajal, a clean water social enterprise in India. Leads engineering and private investment evaluation at Lotus.
Johnny Hwin
Entrepreneur and technologist. Co-founder of Thistle, a tech-driven food company. Key advisor to Asana, DreamWorks, Lever, and Patreon. Built his first company out of Stanford's Facebook App Class.
Lotus Ventures
We operate a venture studio, incubating original companies when we identify an unmet societal need we are uniquely positioned to address. The studio draws on the same data-driven insight and operator network as our investment platform.
LittleBird
ActiveAn ambient intelligence assistant that builds a unified, searchable memory of everything you work on — across every application. Auto-transcribes meetings, delivers daily briefings, and connects the dots across your workflows.
Sentieo
Acquired 2022AI-driven financial intelligence platform for buy-side analysts and institutional investors. NLP-powered document search, financial data analytics, and workflow tools. 1,000+ clients, $68.5M raised, acquired by AlphaSense at $1.7B+ valuation.
Thistle
ActiveSubscription service delivering plant-forward, nutritionist-designed meals. Constantly rotating menus with 20+ ingredients per dish. Customizable plans delivered fresh three times a week.
Outie
AlphaPersonalized discovery platform that helps people find events and activities they'll love — and the right people to enjoy them with. AI-driven recommendations that feel handpicked, not algorithmic.
Songbird
BetaIntelligent music discovery on top of your Spotify library. Learns your taste to surface tracks, artists, and playlists you wouldn't find on your own. Replacing algorithmic sameness with personal recommendations.
Stealth Venture
Pre-LaunchA new social venue format for the longevity era — part wellness, part nightlife, all hospitality — opening in Brooklyn 2026.
Notable External Investments
DocSend (acquired by Dropbox for $165M), Lightning Labs, Yassir, Thesis, and Condoit.