We backed core infrastructure in the cloud era (MongoDB, Firebase), we believe the next generation of enablement software will be built for an AI-native stack.

AI Infrastructure & Developer Platforms


Agentic Business Applications

We’re backing agentic systems that act on behalf of users, not just with them—transforming work from knowledge processing to decision execution. This unlocks new UX paradigms, new pricing models, and entirely new organizational structures. From the enterprise to super-powered SMB’s we see this as a new frontier—and a massive category.


Native AI for Human Potential

This is our boldest bet. These are companies creating new ways to work, create, and relate—entirely native to AI. They don't just augment human behavior—they reimagine it.


All Other Portfolio Companies

We’ve backed 100+ companies representing 8 IPOs, 11 Unicorns, and $10B in Exit Value. With a seed to Series A graduation more than twice that of industry standards, we’re incredibly proud of being partners to the founders of these companies, often at inception.