01 / 03
Communications & 6G
From non-terrestrial networks and intelligent surfaces to optical–electrical convergence, we back foundational capabilities for the next connectivity paradigm.
6G · NTN · OPTICAL
Venture Partners · Deep Tech
Backing the infrastructure
of connection and compute
We partner with technical founders across communications, semiconductors and compute infrastructure—from architectural inflection points through commercial scale.
FOCUS / 01—03
INVESTMENT THESIS / 01
Investment Focus
Three interlocking systems shape our thesis: connectivity moves data, silicon determines compute efficiency, and design tools set the pace of innovation.
02 / 03
Semiconductors & Advanced Packaging
We focus on chiplets, heterogeneous integration, packaging equipment and materials reshaping performance, efficiency and manufacturability.
CHIPLET · 2.5D/3D · SiP
03 / 03
EDA & Compute Silicon
We invest across the EDA toolchain, AI accelerators and open instruction sets where hardware–software co-design unlocks structural advantage.
EDA · AI ASIC · RISC-V
FOUNDERS & SHAREHOLDERS / 02
Founders & Shareholders
A cross-section of operating experience, technical judgment and patient capital. Public profiles are linked for independently verifiable background information.
Co-Founder · Managing Partner
Co-Founder · Partner & COO
Communications TechFinTechTech-Enabled Services
Paul co-founded Ballast Point Ventures in 2002 and serves as Partner and COO. He focuses on communications, insurance technology, financial technology and tech-enabled services, following an investment-banking career in telecom and M&A.
Founding Shareholder · Venture Partner
Clara Xu
BALLAST POINT VENTURES
CommunicationsSemiconductorsInformation TechnologyIndustry Partnerships
Venture Partner at Ballast Point Ventures and a founding shareholder, contributing across information technology, communications infrastructure, semiconductors and long-horizon technology investing.
PORTFOLIO REFERENCES / 03
Selected Operating Cases
Verified examples from the Ballast Point portfolio illustrate how communications infrastructure and information technology translate into durable operating platforms.
Current PortfolioTelecommunications Identity
Numeracle
Enterprise identity management for telecommunications verification and reputation protection.
Verified portfolio reference · Ballast Point Partners
Current PortfolioWholesale Voice · UCaaS
Viirtue
Wholesale voice and unified communications infrastructure for agents, managed service providers and resellers.
Verified portfolio reference · Ballast Point Partners
Realized PortfolioFiber Infrastructure
Tower Cloud
High-speed fiber networks serving wireless carriers and enterprise customers across the Southeastern United States.
Verified portfolio reference · Ballast Point Partners
RESEARCH PIPELINE / 04
Forthcoming Research
Research in development across connectivity, silicon architecture and the commercialization of deep technology.
R–01SEP 2026
Forthcoming
From the Interconnect Wall to Optical Compute
As bandwidth, latency and power approach physical limits, co-packaged optics is shifting from a component innovation to a system-level design variable.
R–02JUN 2025
Forthcoming
6G Is More Than Speed: Networks as Distributed Intelligence
From AI-native air interfaces to integrated sensing and communications, we examine the expanding capability frontier and commercialization timeline.
R–03FEB 2025
Forthcoming
Advanced Packaging’s Value Shift in the Chiplet Era
A map of how technical leverage is being redistributed across wafer fabrication, packaging, testing and system architecture.
CONTACT / 05
Let’s build the next layer.
For founder conversations, technical research and industry collaboration.