Portfolio
The companies we
are lucky to work with.
Sixty-four companies across eleven years, from first check to public market. A selection is shown below.
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Foldeon
Autonomous control for corrugated and carton converting plants.
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Axiomatic
Evaluation and observability for production language models.
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Tessellate
Synthetic data generation for computer vision teams.
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Halyard
Deployment infrastructure for regulated engineering teams.
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Portstack
Ephemeral preview environments for every pull request.
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Quarry
Warehouse-native analytics for operations teams.
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Bellwether
Contract intelligence for procurement teams.
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Verdance
Grid-scale forecasting software for renewable operators.
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Strandfall
Materials discovery for low-carbon cement.
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Cobalt Health
Ambient documentation for community clinics.
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Meridian Care
Revenue cycle automation for specialty practices.
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Ledgerline
Real-time treasury for cross-border businesses.
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Northmark
Identity and access primitives for machine agents.
No companies in that sector yet — we are actively looking.
Founders
The next one is not on this page yet.
We reserve capital every year for companies that do not exist when the year begins.