Analyst · Principal
Miles Zander
Founder of Directional Holdings. Concentrated solo investor whose early thesis on AI and AI-adjacent positioning became the foundation of the firm. Sets portfolio direction and runs investment process.
Team
The people behind the strategy.
Operators
Analyst · CFO
Nathan Seaworth
Director of Asset Management at LV Collective. Senior financial analyst at Amazon Web Services. Revenue accounting at Rackspace. Four years at EY. McCombs MBA, plus an MPA and undergraduate degree from UT Austin.
Analyst · Technical / Biomedical
Austin Van Der Werff
Thirteen years scaling complex manufacturing and electro-mechanical systems. Semiconductor field-service at ASM. Industrial-data engineering at Berkeley Lights, Zymergen, and Ginkgo Bioworks. M.S. Biomedical Engineering, ASU.
Advisory Board
Names redacted, available upon request.
Semiconductor strategy · industry analysis
Technical Advisor
Senior semiconductor industry analyst. Authors one of the most-cited independent publications on chip design, AI infrastructure, and silicon economics; ranks among the top voices in independent semiconductor research. Featured analyst for CNBC, BBC, and The Information. Former hardware engineer at Intel. Former Senior Product Manager, Autonomy at a Fortune-100 industrial and agricultural-equipment business. M.S. Electrical Engineering (nanoelectronics) and M.B.A.
RF semiconductor technology · AI networking
Technical Advisor
Senior Staff Engineer at a top-three global wireless-semiconductor company. RF semiconductor technology, device modeling, and RFIC design. 15+ years RF semiconductor experience, with prior roles at IDT and Peregrine Semiconductor. Author of a leading independent technical publication on AI networking and semiconductor trends, with a five-figure subscriber base. Ph.D. Electrical Engineering.
Corporate Advisor · Transaction Advisory
Dan Feeley
PwC alum. Transaction Advisory Partner at Maxwell Locke & Ritter (Austin, TX). Career spent on software due diligence: Quality-of-Earnings, revenue quality, ARR build, cohort analysis, and working-capital normalization across SaaS and recurring-revenue businesses. 100+ buy-side deals with private-equity and strategic acquirers. C.P.A.