EXPANDING YOUR PORTFOLIO beyond public markets
Companies are staying private longer than ever, making it harder for investors to access the fastest-growing and most innovative businesses. Our Venture Growth Fund series was created to bridge this gap, providing investors with diversified access to a dynamic set of opportunities in the private markets.
Identifying THE NEXT Generation OF BLUE-CHIP COMPANIES
We take a strategic, diversified approach capturing multiple thematic market trends.
Technology
AI
Infrastructure layer investments in AI provide the most reliable path to exit and capture broad based industry growth
SaaS
Vertical SaaS continues to be the most efficient and scalable business model now further augmented by AI integration
Fintech
The digitalization of payments and data-driven lending models continue to disrupt legacy incumbents
Industrials
Consumer is resilient through downturns and less subject to market volatility providing stability while retaining upside
Consumer Products
Secular trends powered by government funding and mandates along with humanitarian efforts drive the sector
CLIMATE
Consumer
Historically underrepresented in VC portfolios and in innovation this industry is ripe for disruption
DEFENSE
WHAT MAKES US UNIQUE
Our rigorous, fundamental-first approach, paired with a thoughtfully diversified strategy and next-generation deal sourcing, positions us to identify and invest in tomorrow's blue-chip leaders in this new era of Venture Capital
ACTIVE COMPANY INVESTMENTS
Anduril Industries is a defense technology company that develops advanced artificial intelligence, autonomous systems, and other innovative technologies for national security applications. The company aims to enhance the capabilities of defense operations by integrating cutting-edge software and hardware solutions to address modern security challenges.
Animoca Brands is a global leader in digital entertainment, blockchain, and gamification, developing and publishing a wide range of products including games, decentralized applications, and NFTs. The company is dedicated to creating a more open and fair digital framework by leveraging blockchain technology to provide true digital ownership for users.
Aplazo is a Mexican fintech company that offers buy now, pay later (BNPL) solutions for both online and offline merchants. The company provides consumers with flexible payment options through installment plans and virtual cards, enabling purchases without traditional credit cards while helping merchants increase sales and customer reach
Apollo.io is a leading sales engagement and intelligence platform that helps businesses find, connect with, and close deals with their ideal customers. The platform leverages advanced data and analytics to optimize sales workflows, enabling teams to drive more effective outreach and achieve higher conversion rates.
Armada.ai is a company that develops a full-stack edge computing platform, designed to deploy, operate, and monitor modular data centers in remote locations worldwide. The platform leverages advancements in IoT, AI, and satellite connectivity to provide low-latency data processing and computing capabilities at the edge.
Cargomatic is a technology platform that connects shippers with local trucking capacity to streamline the process of moving freight efficiently. By leveraging real-time data and automation, Cargomatic enhances logistics operations, reduces empty miles, and improves supply chain visibility for businesses.
Cents is a comprehensive business management and POS platform designed for laundromats and dry cleaners, aiming to simplify operations and enhance customer experiences. The platform provides tools for inventory management, employee scheduling, customer relationship management, and financial reporting to help businesses grow efficiently.
CoreWeave is a specialized cloud provider offering highly scalable and flexible GPU-accelerated compute resources for industries such as AI, machine learning, and visual effects. The company focuses on delivering high-performance infrastructure tailored to the needs of modern compute-intensive applications.
Imprint is a financial technology company that offers branded payment and rewards solutions for businesses. The company provides customized credit and debit card programs that help brands build loyalty and enhance customer engagement. By leveraging modern financial infrastructure, Imprint enables companies to offer seamless and flexible payment experiences.
Insomnia Cookies is a bakery chain specializing in delivering warm, freshly baked cookies and other sweet treats right to your door, late into the night. Founded in 2003, the company has grown to serve over 200 locations, catering to college students and night owls with a craving for delicious desserts.
Klarna is a global fintech company that provides a seamless shopping and payment experience, offering flexible payment options such as buy now, pay later, and installment plans. The company aims to simplify the buying process for consumers while helping merchants boost sales through innovative payment solutions and customer insights.
Lambda Labs is an AI computing company specializing in high-performance GPU infrastructure for machine learning and AI research. It provides cloud-based GPU clusters, on-premise workstations, and AI training solutions, serving industries like autonomous systems, biotechnology, and defense.
OLIPOP is a beverage company that offers a line of functional, prebiotic sodas designed to support digestive health with natural ingredients and low sugar content. The company's mission is to create a healthier alternative to traditional sodas while delivering delicious flavors and promoting overall wellness.
Plaid is a financial technology company that develops advanced APIs to securely connect consumer bank accounts to financial applications. The company aims to simplify and streamline financial data connectivity, enabling seamless integration between banks, fintech platforms, and consumers.
Redwood Materials is an innovative company focused on creating a circular supply chain for lithium-ion batteries by recycling, refining, and remanufacturing critical materials. The company's mission is to reduce reliance on mining and lower the environmental impact of battery production through sustainable practices and advanced recycling technologies.
Shield AI is a defense technology company that develops artificial intelligence-powered systems for military applications, including autonomous drones and aircraft. The company's flagship product includes Hivemind AI pilot software, which enable autonomous reconnaissance and combat missions in GPS-denied environments.
Umbra is a space technology company that develops advanced synthetic aperture radar satellites to capture high-resolution imagery . The company aims to provide persistent, all-weather, day-and-night Earth observation capabilities to enhance monitoring and intelligence. Umbra delivers critical data for industries such as defense, agriculture, and disaster management.