Leylineai
Mineral detection algorithm.
Yelen Group
We build,
what needs to be built.
Yelen Group is part venture studio, part operations group. We build products that become infrastructure for the industries we work in, and we run them ourselves.
As of 2026 we're targeting AI, mining, agriculture, security, and fintech.
Investment Thesis
On building what lasts.
We build products meant to outlive our ownership of them. The AI age lets us do it inside the lifecycle of a normal venture, not a generation.
We build to last.
The businesses that last have one thing in common. People use them without thinking. They get woven into how an industry runs, how an office operates, how a customer's morning begins. They stop being optional. The best of them stop needing marketing once they're working. We build sector-specific tools that aim to do this: mining-grade detection, civilian defense, AI for primary producers, software that runs a real estate practice. We build them to be load-bearing inside a decade, not half a century.
Why now.
The AI age is the largest reallocation of who can build what since the early internet. The cost of starting a real software business has collapsed. Most builders will use this to make small tools chasing crowded markets. We see it as a license to attempt the businesses people actually depend on, the ones too expensive to build a generation ago, and to do it inside the time horizon of a normal venture.
High-ticket, not high-volume.
The interesting margins live in products that solve expensive problems for buyers who can afford expensive solutions. We don't build $29/month tools. We build products that cost five or six figures a year and earn it back inside the first month. The customer base is smaller. The relationship is closer. The defensibility is higher. Once a product is woven into how a customer operates, removing it becomes harder than paying for it.
Product first, then the right people.
We don't start with a market. We start with a product we'd want to own. Once it exists, we find the people inside the relevant sector or country who already know everyone worth knowing, and we bring them in as operators, partners, or sales leads. Distribution is a people problem more than a product problem. Solve the product, then find the person.
What good looks like to us.
We measure businesses by two things. Either they generate high return on capital in a short window, around 3 to 5x in two or three years, or they produce dependable monthly revenue from many customers who don't churn. Anything in the middle is usually a bad use of attention.
What we build outlasts what we own.
Vision
Where we want to be.
A small group of aligned people, with patient capital and the ability to actually operate, can do more than people tend to admit.
The next few decades will be a redistribution of who owns the foundations. The metals that make energy possible. The compute that makes intelligence possible. The land that holds both. Most participants will trade these things. We want to own them.
We're not chasing scale for its own sake. We're trying to put together, slowly, a set of holdings and relationships durable enough that whoever comes after us inherits something worth defending.
The network exists so that no member has to build alone, and so that decisions made privately stay consistent with what we'd say publicly.
Operations
What we work on.
Where the network operates, and the companies its members run.
The metals beneath the energy transition. The network is invested in producers, royalties, and the tools used to find what's worth pulling up. Positions cover copper, gold, uranium, and a few critical minerals. We prefer jurisdictions where the rule of law is older than the license.
Land that grows food, and the software that runs on it. The focus is scale and reliability rather than yield-of-the-month trends. Most positions are in primary producers and the systems that monitor them.
Plotscope
Farm plot quality and performance AI.
Physical, digital, and personal. The cost of being unprepared has risen faster than the cost of being prepared, and we expect that gap to widen. Holdings cover cybersecurity, defensive technology, and protective services for members and the assets under their care.
Buildings and the entities that hold them. Most positions are long-hold. The focus is on properties where the location matters more than the building, and on developments that will still be worth something fifty years from now.
Yelen Properties
Serbian luxury real estate agency.
Contact
How to reach us.
contact@yelengroup.comWe answer at our own discretion. We don't accept unsolicited proposals.