Portfolio

The exceptions defining the curve

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We back non-consensus founders building at the edge of what is possible. Our capital is focused on the convergence of atoms and bits—spanning intelligent infrastructure, programmable capital, and the new physical frontier.

Our Portfolio

Constructed for asymmetry

We invest in the structural shifts defining the next economic era. From the foundational layers of machine intelligence and the agentic transformation of the enterprise to the engineering of biology and the rebuilding of our industrial and financial rails. We back founders who are re-architecting the fundamental systems of how the world works, trades, heals, and lives.

Name

Theme

The Mission

Butter

The Intelligence Stack

Eliminating redundant agentic computation by creating a shared "muscle memory" cache that optimizes tool usage across workflows.

Maitai

The Intelligence Stack

Ensuring enterprise AI reliability by automatically detecting and resolving model faults in production before they impact end-users.

Jarmin AI

The Intelligence Stack

Scaling engineering velocity with autonomous agents capable of executing end-to-end development lifecycles without human intervention.

Ryvn

The Intelligence Stack

Streamlining software delivery by enabling vendors to deploy and manage applications directly within customer cloud environments.

SF Compute Company

The Intelligence Stack

Resolving market inefficiencies in hardware access by establishing a liquid exchange for high-performance compute.

Sygaldry

The Intelligence Stack

Overcoming the AI compute bottleneck with quantum-accelerated servers that exponentially reduce model training time.

Conductor Quantum

The Intelligence Stack

Enabling practical quantum computing by building the essential control software and infrastructure layer.

Browse AI

The Intelligence Stack

Structuring the unstructured web by deploying intelligent scraping robots to monitor and extract data at scale.

Loopr AI

The Intelligence Stack

Accelerating model convergence by providing the high-fidelity, human-verified datasets required for advanced AI training.

Reprompt AI

The Intelligence Stack

Professionalizing the prompt engineering workflow with enterprise-grade tools for testing, debugging, and version control.

Nuanced

The Intelligence Stack

Safeguarding platform integrity by deploying advanced detection models to identify AI-generated fraud and deepfakes.

Bear AI

The Intelligence Stack

Maximizing brand discoverability in the generative era by optimizing content visibility within Large Language Models (LLM SEO).

Abundant

The Intelligence Stack

Ensuring reliability in critical AI workflows by routing low-confidence edge cases to an on-demand human expert layer.

Asteroid AI

The Intelligence Stack

Automating complex back-office operations by orchestrating browser-based agents that execute tasks across disconnected web apps.

Typewise

The Intelligence Stack

Enhancing enterprise communication efficiency with privacy-first predictive text and writing acceleration APIs.

Bootloop

The Intelligence Stack

Accelerating hardware iteration cycles by providing firmware engineers with an AI pair programmer that tests on real devices.

Mandel AI

Agentic Enterprise

Automating the procurement lifecycle by deploying agents that handle vendor quoting, negotiation, and purchasing autonomously.

Hadrius

Agentic Enterprise

Reducing regulatory risk for financial institutions by automating SEC compliance reviews with human-level precision.

Henry AI

Agentic Enterprise

Accelerating commercial real estate transaction volume with an AI copilot that automates underwriting and deal analysis.

Hyperbound

Agentic Enterprise

Eliminating the ramp-up time for new sales reps by simulating complex prospect interactions with autonomous AI buyers.

Investor Portal

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Year 2024

Year 2026

Stories

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Signals from our ecosystem

Product launches, milestones, and stories from founders we back.

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