Investments

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

Oura

Oura

Chime

Chime

Decagon

Decagon

webAI

webAI

Faire

Faire

Fora

Fora

Wabi

Wabi

Duckbill

Duckbill

Glossier

Glossier

The Feed

The Feed

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A-Frame Brands

2021

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

Platforms & InfrastructureAI as Intelligence Layer
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Agentio

2025

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

Platforms & InfrastructureAI as Intelligence Layer
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Alma

2024

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

Platforms & InfrastructureAI as Intelligence Layer
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AmplifyMD

2021

The future of healthcare is hybrid; virtual care at scale through a single EHR integration, powered in partnership with AI.

Platforms & Infrastructure
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Andromeda

2025

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

Platforms & InfrastructureAI as Intelligence Layer
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Anon

2024

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

Platforms & InfrastructureAI as Infrastructure
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Arcade

2025

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

Platforms & InfrastructureAI as Intelligence Layer
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Arrived Homes

2022

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

Brands & Experiences
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Atmanity

2025

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

Platforms & InfrastructureAI as Infrastructure
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Atticus

2021

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

Brands & Experiences
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Away

2015

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

Brands & Experiences
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Balance

2022

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

Platforms & Infrastructure
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Basic Capital

2025

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

Brands & Experiences
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BlueLabs

2026

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

Platforms & InfrastructureAI as Intelligence Layer
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Chime

Pre-2015

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

Brands & Experiences
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Cotopaxi

Pre-2015

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

Brands & Experiences
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Courtyard

2025

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

Marketplaces & Services
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Curology

2015

Personalized prescription skincare and dermatology services, delivered digitally.

Brands & Experiences
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Daydream

2023

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

Marketplaces & ServicesAI as Agent
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Dazzle AI

2025

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

Personal SystemsAI as Agent
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Decagon

2025

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

Platforms & InfrastructureAI as Agent
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Dollar Shave Club

Pre-2015

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

Brands & Experiences
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Duckbill

2023

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

Personal SystemsAI as Agent
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Dutch

2021

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

Brands & Experiences
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Faire

2017

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

Marketplaces & ServicesAI as Intelligence Layer
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Fay

2023

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

Brands & ExperiencesAI as Intelligence Layer
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Fora

2021

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

Marketplaces & ServicesAI as Intelligence Layer
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Glossier

Pre-2015

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

Brands & Experiences
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Granted

2024

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

Platforms & InfrastructureAI as Agent
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Headway

2024

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

Brands & Experiences
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Hims & Hers Health

2017

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

Brands & Experiences
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Homebound

2018

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

Brands & Experiences
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Humans&

2026

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

Platforms & InfrastructureAI as Infrastructure
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Joy

2023

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

Brands & ExperiencesAI as Intelligence Layer
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Jump

2022

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

Platforms & Infrastructure
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Kale

2021

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

Platforms & Infrastructure
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KiwiCo

Pre-2015

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

Brands & Experiences
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Known

2025

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

Marketplaces & ServicesAI as Intelligence Layer
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Koah Labs

2025

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

Platforms & InfrastructureAI as Infrastructure
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Leland

2024

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

Marketplaces & Services
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Liftoff

2024

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

Platforms & InfrastructureAI as Intelligence Layer
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MagicX/Hero

2025

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

Personal SystemsAI as Agent
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Magna

2024

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

Brands & Experiences
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Marklo AI

2025

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

Platforms & InfrastructureAI as Intelligence Layer
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Mecka AI

2025

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

Platforms & InfrastructureAI as Infrastructure
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Mindtrip

2024

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

Personal SystemsAI as Agent
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Monarch Money

2025

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

Personal SystemsAI as Intelligence Layer
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Natural AI

2025

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

Platforms & InfrastructureAI as Infrastructure
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Novig

2025

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

Marketplaces & Services
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OnFabric

2024

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

Platforms & InfrastructureAI as Infrastructure
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Oura

2019

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

Brands & ExperiencesAI as Intelligence Layer
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Outsmart

2025

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

Brands & ExperiencesAI as Intelligence Layer
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Pavilion

2021

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

Platforms & Infrastructure
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Prenuvo

2024

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

Brands & ExperiencesAI as Intelligence Layer
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Prose

2017

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

Brands & ExperiencesAI as Intelligence Layer
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Ritual

2016

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

Brands & Experiences
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Roon

2024

Patients facing serious diagnoses get Dr. Google instead of real doctors; Roon builds the expert knowledge layer that AI health agents will need to actually be trusted.

Marketplaces & ServicesAI as Intelligence Layer
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Showrunner

2025

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

Brands & ExperiencesAI as Agent
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Slingshot

2025

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

Platforms & InfrastructureAI as Infrastructure
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Speechify

2021

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

Brands & ExperiencesAI as Agent
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Stan

2021

AI powered creator OS: from content to customers.

Personal SystemsAI as Agent
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SuperMe

2026

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

Marketplaces & ServicesAI as Agent
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Superpower

2025

Primary care reimagined: operationalizing biomarkers into ongoing prevention systems.

Brands & ExperiencesAI as Intelligence Layer
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Tapstitch

2024

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

Platforms & Infrastructure
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Teal Health

2024

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

Brands & Experiences
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The Expert

2021

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

Marketplaces & Services
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The Farmer's Dog

2016

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

Brands & Experiences
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The Feed

2023

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

Brands & Experiences
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Topline Pro

2023

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

Platforms & InfrastructureAI as Intelligence Layer
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Viewpoints AI

2025

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

Platforms & InfrastructureAI as Agent
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Wabi

2025

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

Personal SystemsAI as Agent
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Warby Parker

Pre-2015

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

Brands & Experiences
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webAI

2024

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

Platforms & InfrastructureAI as Infrastructure
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Wonder

2022

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

Brands & Experiences
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Zeroclick

2025

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

Platforms & InfrastructureAI as Infrastructure
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Zola

2015

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

Brands & Experiences
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