The companies we believe in

More than ninety companies across nine vintages. A selection of the founders we have been privileged to back — filtered by sector and stage.

Seed

Helix AI

Autonomous agents that run back-office operations for mid-market companies end to end.

Applied AILed seed · 2023
Series A

Lumen Pay

Embedded payments infrastructure powering checkout for vertical software platforms.

FintechLed A · 2022
Seed

Voltaic Grid

Software that lets utilities orchestrate distributed energy and storage in real time.

Climate & EnergyLed seed · 2024
Series A

Cobalt Compute

A high-density GPU cloud purpose-built for training and serving large AI models.

InfrastructureCo-led A · 2023
Seed

Nucleus Bio

A computational platform that designs novel proteins for next-generation therapeutics.

Health & BioLed seed · 2024
Series A

Sift Labs

An AI-native data layer that turns unstructured enterprise documents into queryable knowledge.

Applied AILed A · 2022
Seed

Atlas Treasury

Treasury automation that gives finance teams real-time control over global cash and risk.

FintechLed seed · 2023
Seed

Forge Robotics

General-purpose robotic arms and software for flexible, lights-out manufacturing.

InfrastructureLed seed · 2024
Series A

Terra Carbon

A measurement and marketplace platform bringing rigor to high-quality carbon removal.

Climate & EnergyCo-led A · 2022
Series A

Orbit AI

Copilots for field service teams that diagnose equipment faults from a single photo.

Applied AILed A · 2023
Series A

Meridian Health

A virtual-first care platform for chronic conditions, paid on outcomes, not visits.

Health & BioLed A · 2021
Series A

Keystone Credit

Underwriting infrastructure that extends fair credit to thin-file small businesses.

FintechLed A · 2022

What the portfolio has achieved

90+Companies backed
$11B+Follow-on capital raised
9Companies past $1B
22Exits & IPOs

Want to join the portfolio?

If you are building something that belongs alongside these companies, we want to hear from you. Send us your pitch — we read every one.