Thesis
We back founders others overlook — early, with conviction, and for the long term.
We look for companies fundamentally changing how a technology or business model works — not incremental improvements, but category-defining shifts.
We specifically seek out founders from backgrounds that have been historically underfunded.
We back founders with an unfair insight and the drive to execute.
Portfolio
AI safety company building Claude, one of the world's most capable and reliable AI systems.
Visit site ↗Unified data analytics and AI platform used by thousands of enterprises worldwide.
Visit site ↗Non-invasive brain-computer interface technology integrated into everyday consumer devices.
Visit site ↗America's leading autonomous drone company, serving defense, public safety, and enterprise markets.
Visit site ↗Aerospace manufacturer and space transport company designing rockets and spacecraft for humanity's future.
Visit site ↗Female- and minority-owned digital media platform connecting brands with 55M+ monthly U.S. Hispanic audiences.
Visit site ↗Vacation rental platform providing full-service management solutions to homeowners and exceptional experiences to travelers.
Healthcare IoT asset intelligence and security platform protecting connected medical devices in hospitals globally.
Visit site ↗Family wellness platform behind Storybook (#1 sleep app in 90+ countries) and Theo (world's fastest-growing faith app for children).
Visit site ↗Tech-enabled floral marketplace disrupting the traditional flower industry through an online-first platform.
Visit site ↗AI-powered supplier performance management platform helping corporations scale diverse supplier programs.
Visit site ↗Blockchain-powered B2B payments and supply chain finance platform. Acquired by a Vista Equity Partners portfolio company.
Full-stack payments infrastructure enabling software platforms to accept, manage, and monetize payments.
Visit site ↗Contact
Building something ambitious? We'd love to hear about it.