We are the first partner for founders. Over 80% of our investments are the first check: Pre-Seed, Seed, or Series A. Many start on a whiteboard. Focused on AI-first companies. We partner selectively, care deeply, and strive for excellence.
We back founders who are building disruptive enterprise and consumer software companies such as:
- Airbnb (Nasdaq: ABNB)
- Abnormal Security
- Adept AI
- AppDynamics
- Arista Networks (NYSE: ANET)
- CATO Networks
- Coinbase (Nasdaq: COIN)
- Discord
- Dropbox (Nasdaq: DBX)
- Figma
- Inflection
- Instabase
- Meta (Nasdaq: Meta)
- Nextdoor (NYSE: KIND)
- Okta (Nasdaq: OKTA)
- Palo Alto Networks (NYSE: PANW)
- Roblox (NYSE: RBLX)
- Rubrik
- Workday (NYSE: WDAY)