Companies
A portfolio of early conviction.

Adyen

FinTech

Arena

Infrastructure, AI

Assort Health

Health & Bio

BioAge Labs

Health & Bio

Canva

Enterprise

Chalk

Infrastructure

Credit Karma

FinTech

Crusoe

Global Resilience

Datology

Infrastructure

Flexport

Global Resilience

Ginkgo Bioworks

Health & Bio

Guardant Health

Health & Bio

Guild

Enterprise

Komodo Health

Health & Bio

Mercor

Enterprise, AI

Midi Health

Health & Bio

MotherDuck

Infrastructure

Notion

AI, Enterprise

Plaid

FinTech

Poolside

AI

Prenuvo

Health & Bio

Recursion

Health & Bio

Revel

Enterprise, Global Resilience

Runway

AI

Semgrep

Cybersecurity

Shopify

Consumer & Commerce

Skild AI

AI

Slingshot

AI, Health & Bio

Supabase

Enterprise, Infrastructure

Tines

Cybersecurity

Twitch

Consumer & Commerce

Vannevar Labs

Global Resilience, AI

Verkada

Enterprise

Weights & Biases

Infrastructure, AI

Wherobots

Infrastructure

Zipline

Connected Devices, Global Resilience