Seeking the Next Class of Blue-Chip Companies

We Take a Thoughtfully Diversified Approach to Venture Capital Capturing Multiple Thematic Market Trends

Artificial Intelligence

Infrastructure layer investments in AI provide the most reliable path to exit and capture broad based industry growth

Fintech

The digitalization of payments in underdeveloped economies is still in the early innings

SaaS

Vertical SaaS continues to be the most efficient and scalable business model now further augmented by AI integration

Defense

Historically underrepresented in VC portfolios and in innovation this industry is ripe for disruption

Consumer

Consumer is resilient through downturns and less subject to market volatility providing stability while retaining upside

Climate

Secular trends powered by government funding and mandates along with humanitarian efforts drive the sector

Active Company Investments

  • Anduril

    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

    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

    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

    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

    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

    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

    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

    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.

  • Insomnia Cookies

    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

    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.

  • OLIPOP

    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.

  • Redwood Materials

    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

    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.

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