All investments

We form convictions. We commit to them. These companies are the result.

  1. Suno

    The agentic music creation platform that's defining a new consumer category: creative entertainment.

    Marketplaces & Services · AI as Agent

  2. Town

    One AI assistant to rule them all, working where you already work.

    Personal Systems · AI as Agent

  3. Wispr Flow

    The voice-to-text AI that's scaling a new form factor for information flow.

    Platforms & Infrastructure · AI as Infrastructure

  4. BlueLabs

    Emotional intelligence becomes a system primitive for digital products that need trust, nuance, and durable retention.

    Platforms & Infrastructure · AI as Intelligence Layer

  5. depthfirst

    AI that reasons like an expert attacker to find and fix the vulnerabilities legacy scanners miss.

    Platforms & Infrastructure · AI as Agent

  6. Humans&

    Training AI models to optimize for memory, collaboration, and long-horizon alignment.

    Platforms & Infrastructure · AI as Infrastructure

  7. SuperMe

    Professional reputation becomes a living, queryable asset when work is conversational and discoverable.

    Marketplaces & Services · AI as Agent

  8. Agentio

    Creator media becomes a scalable performance channel when sourcing, execution, and attribution are automated with AI end to end.

    Platforms & Infrastructure · AI as Intelligence Layer

  9. Andromeda

    An empathetic companion robot that offers connection and engagement while extending what care teams can deliver.

    Platforms & Infrastructure · AI as Intelligence Layer

  10. Arcade

    Brand-level mini-AI models as a system primitive, so personalized products scale from imagination to purchase.

    Platforms & Infrastructure · AI as Agent

  11. Atmee.ai

    Expanding human reach with an interactive avatar that enables creators and experts to show up digitally with emotion, authenticity, fidelity, and control.

    Platforms & Infrastructure · AI as Infrastructure

  12. Basic Capital

    Retirement plans get rebuilt with modern options and incentives so employees compound wealth with real control.

    Brands & Experiences

  13. Casa

    Home maintenance moves from reactive chaos to predictable service.

    Marketplaces & Services

  14. Courtyard

    Physical cards become instantly tradable assets: transparent ownership and faster liquidity without losing authenticity.

    Marketplaces & Services

  15. Dazzle AI

    Everyday intent reliably becomes completed action. AI closes the usability gap that breaks the last mile.

    Personal Systems · AI as Agent

  16. Decagon

    Customer service becomes always-on infrastructure, not headcount, when agents resolve issues end to end.

    Platforms & Infrastructure · AI as Agent

  17. Known

    Dating shifts from swipes to signal; AI makes intention measurable and depth designable, so connection can finally win.

    Marketplaces & Services · AI as Intelligence Layer

  18. Koah Labs

    The monetization layer for AI products: native, context-aware advertising that funds the experience.

    Platforms & Infrastructure · AI as Infrastructure

  19. MagicX

    Your Daily Assistant, an all-in-one app to run your daily life with ease, from idea to action.

    Personal Systems · AI as Infrastructure

  20. Marklo AI

    The revenue calendar for brands seeking enterprise-grade campaign discipline that plans, executes, and learns.

    Platforms & Infrastructure · AI as Intelligence Layer

  21. Mecka AI

    The capture and refinement stack that converts the physical world into trainable signal at planetary scale.

    Platforms & Infrastructure · AI as Infrastructure

  22. Monarch Money

    Building personal and household financial foundation and OS to enable anyone to reach their financial goals.

    Personal Systems · AI as Intelligence Layer

  23. Natural

    Payments infrastructure for AI agents, built for safe movement of funds across agents, merchants, and consumers.

    Platforms & Infrastructure · AI as Infrastructure

  24. Novig

    Sports betting stops being a house game. A peer-to-peer exchange makes the market fairer and more efficient.

    Marketplaces & Services

  25. Outsmart

    AI-native, fully-credentialized higher education; personalized, democratized, and results driven, built from ground up.

    Brands & Experiences · AI as Intelligence Layer

  26. Showrunner

    TV becomes a generative platform: audiences create, and IP becomes programmable.

    Brands & Experiences · AI as Agent

  27. Slingshot

    Access expands when care meets people at the moment it matters, built AI-first from the ground up.

    Platforms & Infrastructure · AI as Infrastructure

  28. Superpower

    Primary care reimagined: operationalizing biomarkers into ongoing prevention systems.

    Brands & Experiences · AI as Intelligence Layer

  29. Tapstich

    On-demand production so brands launch fast, stay flexible, and scale with demand.

    Platforms & Infrastructure

  30. Viewpoints AI

    Synthetic personas replace slow and expensive customer research so teams can stress-test products and ideas with rigor and speed.

    Platforms & Infrastructure · AI as Agent

  31. Wabi

    Personal software finally matches real life: lightweight tools anyone can create, adapt, and keep.

    Personal Systems · AI as Agent

  32. Zeroclick

    Monetization for AI interfaces without the utility tax: trusted commercial context inserted at reasoning time.

    Platforms & Infrastructure · AI as Infrastructure

  33. Alma

    Immigration is no longer a legal service. It is core infrastructure for global talent movement with speed, visibility, and confidence.

    Platforms & Infrastructure · AI as Intelligence Layer

  34. Anon

    Permissioned identity for agents so automation can authenticate, navigate, and extract data everywhere.

    Platforms & Infrastructure · AI as Infrastructure

  35. Granted

    Medical coverage and costs become solvable when an AI-powered advocate layer resolves the friction before it becomes a crisis.

    Platforms & Infrastructure · AI as Agent

  36. Headway

    Insurance works for therapy again when providers can accept it and patients can afford it.

    Brands & Experiences

  37. Leland

    Coaching becomes a real market when ambition pairs with trusted, high-signal guidance.

    Marketplaces & Services

  38. Liftoff

    Hiring routes through trusted relationships so great teams form faster with less noise.

    Platforms & Infrastructure · AI as Intelligence Layer

  39. Magna

    Magnesium becomes the core electrolyte: daily energy, focus, and recovery without the caffeine crutch.

    Brands & Experiences

  40. Mindtrip

    Trips move from idea to bookable plan when discovery and itinerary-building live in a single system.

    Personal Systems · AI as Agent

  41. OnFabric

    A coherent digital self, portable by default: presence, content, and personal data stay intentional and owned.

    Platforms & Infrastructure · AI as Infrastructure

  42. Prenuvo

    Whole-body imaging becomes a product so prevention fits inside modern care.

    Brands & Experiences · AI as Intelligence Layer

  43. Roon

    Digital home for doctors.

    Marketplaces & Services · AI as Intelligence Layer

  44. Teal Health

    Accurate self-collection at home so cervical cancer prevention feels as routine as any habit.

    Brands & Experiences

  45. webAI

    Build, deploy, and operate custom AI on your local infrastructure with low latency, security and privacy, and full ownership.

    Platforms & Infrastructure · AI as Infrastructure

  46. Daydream

    From inspiration to purchase in one flow: natural intent becomes shoppable outcomes across thousands of brands.

    Marketplaces & Services · AI as Intelligence Layer

  47. Duckbill

    Personal logistics runs like a managed service: AI triage plus expert operators, built for completion not dashboards.

    Personal Systems · AI as Intelligence Layer

  48. Fay

    Insurance-covered dietitian care, made simple to find, book, and sustain.

    Brands & Experiences · AI as Intelligence Layer

  49. Joy

    Every parent deserves a support team by their sides: expert guidance plus products, community, and AI support, designed for the modern parent.

    Brands & Experiences · AI as Intelligence Layer

  50. The Feed

    Performance nutrition and essentials in one trusted online store, fueling top athletes and enthusiasts.

    Brands & Experiences

  51. Topline Pro

    Local businesses win on referrals; Topline Pro's AI converts jobs into compounding reputation.

    Platforms & Infrastructure · AI as Intelligence Layer

  52. Arrived Homes

    Rental investing becomes a consumer product so more people participate in high-quality asset ownership.

    Brands & Experiences

  53. Balance

    Embedded payments and trade credit so marketplaces scale revenue without holding the credit risk.

    Platforms & Infrastructure

  54. Jump

    Teams regain the revenue and data channel so the fan experience is seamless and owned.

    Platforms & Infrastructure

  55. Wonder

    The operating layer for modern meals: multiple cuisines and brands delivered as one coordinated system.

    Brands & Experiences

  56. A-Frame Brands

    AI native innovation and product development platform for the worlds best brands.

    Platforms & Infrastructure · AI as Intelligence Layer

  57. AmplifyMD

    The future of healthcare is hybrid; AI native virtual care at scale through a single EHR integration.

    Platforms & Infrastructure

  58. Atticus

    Benefits claims can be adversarial; Atticus matches right help so merit wins over paperwork.

    Brands & Experiences

  59. Dutch

    Veterinary guidance and prescriptions, delivered remotely, so pets get treated earlier.

    Brands & Experiences

  60. Fora

    The advisor platform that brings concierge planning back, powered by modern software and partner leverage.

    Marketplaces & Services · AI as Intelligence Layer

  61. Kale

    UGC becomes a measurable performance channel with repeatable economics, not a creative gamble.

    Platforms & Infrastructure

  62. Pavilion

    Government purchasing becomes a modern network so contracts and suppliers move faster and compete harder.

    Platforms & Infrastructure

  63. Speechify

    Information consumption becomes accessible audio, designed for how people learn and live now.

    Brands & Experiences · AI as Agent

  64. Stan

    AI powered creator OS: from content to customers.

    Personal Systems · AI as Agent

  65. The Expert

    Access to world-class designers, productized through video consults and curated commerce, so taste becomes reachable.

    Marketplaces & Services

  66. Oura

    The ambient health intelligence platform — the ring captures the signal so AI can predict, intervene, and personalize care before symptoms appear.

    Brands & Experiences · AI as Intelligence Layer

  67. Homebound

    Custom homes ship with certainty when process and technology are integrated into one system.

    Brands & Experiences

  68. Faire

    Independent retail scales with better discovery, financing, and reordering, built as modern wholesale infrastructure.

    Marketplaces & Services · AI as Intelligence Layer

  69. Hims & Hers Health

    2017 Visit (opens in new tab)NYSE:HIMS

    Personalized healthcare universally accessible so millions can feel their best without barriers.

    Brands & Experiences

  70. Prose

    Personalized routines beat one-size products when data and iteration are built into the product loop.

    Brands & Experiences · AI as Intelligence Layer

  71. Ritual

    Science, traceability and formulation clarity become the standard so daily health products earn consumer confidence.

    Brands & Experiences

  72. The Farmer's Dog

    Fresh, portioned nutrition becomes the default so pets eat food, not feed.

    Brands & Experiences

  73. Away

    Luggage becomes a modern essentials platform where design, durability, and direct customer trust are the foundation.

    Brands & Experiences

  74. Curology

    Personalized prescription skincare and dermatology services, delivered digitally.

    Brands & Experiences

  75. Zola

    Weddings run on an operating system: planning, registry, and commerce centralized for a complex life event.

    Brands & Experiences

  76. Cotopaxi

    World-class gear and measurable good are not a tradeoff. They are the operating model.

    Brands & Experiences

  77. Chime

    2013 Visit (opens in new tab)NASDAQ:CHYM

    Everyday money management flips to fee-light incentives so financial progress is accessible.

    Brands & Experiences

  78. Glossier

    A community-led brand engine where product, identity, and distribution evolve with the consumer.

    Brands & Experiences

  79. Dollar Shave Club

    Pioneered subscription commerce with viral irreverence, making quality grooming affordable and effortless.

    Brands & Experiences

  80. KiwiCo

    Hands-on creation at scale so curiosity becomes durable skill through repeatable experiences.

    Brands & Experiences

  81. Warby Parker

    2010 Visit (opens in new tab)NYSE:WRBY

    Redefined eyewear design and retail by selling direct, making vision a right, not a luxury.

    Brands & Experiences