Strategic Partnership

M31 Capital
Hyperstition, Inc.

A strategic partnership formalizing deal flow collaboration, H3S support, sponsorship opportunities, and a joint technology venture, built around M31's Research Machine and the DTW ecosystem.

Non-Binding MOU 12-Month Term 2026

I. Overview

Andrew Cote and Hyperstition, Inc., the company behind Deep Tech Week, are invited to formalize a strategic partnership with M31 Capital. This memorandum of understanding establishes the framework for four areas of active collaboration: deal flow sourcing with carry participation, operational and network support for the Heretical Science Speaker Series, sponsorship of Hyperstition-produced events, and a joint technology venture built around the M31 Research Machine.

The partnership is grounded in a simple observation: Hyperstition has built one of the most valuable communities in deep tech. Operators, founders, and scientists who represent exactly the kind of Live Player density M31 looks for in investments. Deep Tech Week is a filter. The people Andrew convenes are the people M31 wants to back. Formalizing that relationship creates compounding value for both organizations.

This MOU is non-binding and establishes mutual intent. Specific financial arrangements, including carry-sharing mechanics, JV economics, sponsorship fees, and H3S production compensation, are to be memorialized in separate agreements as the partnership matures.

"Hyperstition has built the community. M31 has built the machine." M31 Capital
01

Deal Flow Sharing

Hyperstition surfaces promising founders from the DTW and broader Hyperstition community into M31's investment pipeline. In recognition of this sourcing role, M31 shares carried interest with Hyperstition on investments that originate through this partnership.

Hyperstition to M31
  • Surface promising founders and early-stage companies from the DTW ecosystem to M31's deal pipeline
  • Flag opportunities aligned with M31's investment thesis before they reach broader market attention
  • Make warm introductions to founders where M31 has expressed interest
M31 to Hyperstition
  • Share deal flow where Hyperstition / Andrew can add value as an operator, advisor, or community connector
  • Provide early visibility into M31's active sectors and investment thesis
  • Introductions to portfolio companies seeking community partnerships, distribution, or growth channels
Carried Interest · Hyperstition
20% of M31 Carry
On investments sourced through Hyperstition's referrals, M31 shares 20% of its carried interest with Hyperstition, Inc. Sourcing attribution to be agreed in writing at time of introduction. Terms subject to separate carry-sharing agreement.
Deal flow protocol: Introductions facilitated via warm email or direct message. M31 retains sole discretion over investment decisions. Carry sharing applies only to investments where Hyperstition is the originating source, confirmed in writing prior to close.
02

H3S Speaker Series Support

The Heretical Science Speaker Series is an M31 Capital initiative. Given Andrew's demonstrated expertise in curating and producing high-quality programming, evidenced by the Deep Tech Week panel, Hyperstition joins as an operational and network partner to help make H3S world-class.

Hyperstition Contributes
  • Introductions to relevant speakers, scientists, and thinkers from the DTW and Hyperstition network
  • Marketing and community amplification of H3S events across Hyperstition's channels
  • Creative input on programming themes, format, and speaker pairings
M31 Provides
  • Full ownership and branding of the H3S series
  • Strategic direction over programming themes and editorial standards
  • Free access for Hyperstition community members to H3S events
  • Credit and recognition for Hyperstition's contributions in event materials
Event Fee · Hyperstition
$5k–$10k per event
M31 pays Hyperstition a per-event fee for H3S production and network support. Estimated 6 to 12 events per year. Exact amount negotiated per event and documented separately.
03

Sponsorship Opportunities

To be discussed. Both parties are open to exploring M31's sponsorship of future Deep Tech Week events, Hyperstition-produced programming, and other initiatives where M31's brand and mission are a natural fit.

  • M31 sponsorship of future Deep Tech Week events: terms, branding, and activation to be negotiated per event
  • M31 presence at Hyperstition-produced events as a featured partner or presenting sponsor
  • Co-branded programming opportunities where M31 content and Hyperstition community intersect
  • Specific packages, financial contributions, and deliverables documented in separate sponsorship agreements
Status: Sponsorship terms are not established by this MOU. This section documents mutual interest. Individual engagements will be governed by separate agreements.
04

Research Machine Matching Engine

An exploratory idea: Hyperstition has deep access to both founders and funds through the DTW ecosystem. M31's DDQ tool could power a matching engine that Hyperstition offers as a service to its network — automatically connecting founders with relevant funds, and funds with relevant deal flow.

How It Works
  • Founders are automatically matched to relevant funds based on thesis, stage, and sector alignment
  • Founders receive immediate feedback based on each fund's criteria
  • Funds receive a curated, auto-matched stream of relevant deal flow
  • Powered by M31's DDQ tool running behind the scenes
What Each Party Gets
  • Hyperstition: a new revenue stream, paid by funds for access to the matching service
  • M31: proprietary data, first look at deal flow coming through the platform, and a revenue share with Hyperstition
  • Founders: faster, more relevant fund introductions and actionable feedback
  • Funds: a curated, pre-filtered pipeline from a trusted community
Status: Exploratory. To be discussed and scoped if there is mutual interest. No commitment established by this MOU.

VI. Agreement Terms

This MOU establishes the framework for the partnership as a statement of mutual intent. It is not a binding legal contract. Carry-sharing mechanics, JV economics, sponsorship fees, and H3S production compensation are each to be memorialized in separate agreements as the partnership develops.

TermDetail
Agreement TypeNon-binding Memorandum of Understanding
Term12 months from date of execution
RenewalMutual written agreement by both parties
Termination30 days written notice by either party
ExclusivityNon-exclusive. Both parties may engage similar arrangements with others.
First LookM31 receives first look on all deal flow referred by Hyperstition
ConfidentialityDeal flow, Machine IP, network introductions, and this MOU treated as confidential by both parties
Machine / IPM31 Research Machine remains M31 proprietary in all scenarios. Not for redistribution.

VII. Execution and Signatures

By signing below, both parties acknowledge they have read and understood this Memorandum of Understanding and agree to pursue the partnership in good faith as described herein.

M31 Capital Management, LLC
Nathan Montone · Founder
SignatureDate
Hyperstition, Inc.
Andrew Cote · Founder
SignatureDate
M31 Partnership Rationale

A Community Worth Formalizing

Deep Tech Week is one of the few events in the innovation ecosystem that actually filters for Live Players. The people Andrew convenes: scientists, defense founders, AI researchers, frontier technologists, are the people M31 has built its entire research and investment framework to find. That is not a coincidence to be left informal.

The combination of M31's intelligence infrastructure and Hyperstition's distribution creates something neither party can build alone. M31 gets data and deal flow. Hyperstition gets a new revenue stream and a differentiated product. The community gets a tool that actually works. That is the kind of partnership worth spending time to get right.

STRATEGIC PARTNER · 2026