Portfolio

Selected investments.

A concentrated portfolio of artificial intelligence companies built in partnership with our founders.

Featured investment

Lumen Cortex

AI · Series B · Founded by Priya Shah

Frontier reasoning models tuned for regulated enterprise workloads.

Series B

Lumen Cortex

AI · Priya Shah

Frontier reasoning models tuned for regulated enterprise workloads.

Series A

Axon Labs

AI Infrastructure · Marcus Liu

Distributed training and inference fabric for trillion-parameter models.

Series A

Helixion

AI · Nina Goodner

AI infrastructure for molecular discovery.

Seed

Synaptiq

AI Infrastructure · Dana Okafor

Vector database purpose-built for multimodal retrieval at petabyte scale.

Series A

Northwind AI

Applied AI · Jordan Kim

Autonomous research copilots for life sciences and materials labs.

Series B

Halcyon Robotics

AI · Sam Reyes

General-purpose manipulation foundation models for industrial robots.

Seed

Periphery

Applied AI · Ava Mendes

Real-time vision models running on the edge for safety-critical systems.

Series A

Quanta Speech

AI · Hiro Tanaka

Low-latency multilingual voice models for contact centers and devices.

Series A

Mesa Foundry

AI Infrastructure · Noor Hassan

Open evaluation and red-teaming platform for foundation model deployments.

Series B

Atlas Codex

Applied AI · Lucas Becker

Autonomous software engineering agents that ship production pull requests.

Seed

Mirage Studios

Applied AI · Isla Romero

Generative video and 3D asset pipeline for narrative entertainment.

Series A

Helix Dialogue

AI · Theo Park

Domain-specialized conversational models for finance and legal teams.

Seed

Cinder Graph

AI Infrastructure · Maya Iyer

Knowledge graph engine that grounds LLMs in proprietary enterprise data.

Series B

Stratos Compute

AI Infrastructure · Owen Carter

Sovereign GPU cloud and orchestration for regulated AI workloads.

Series A

Prism Diagnostics

Healthcare · Elena Brooks

Multimodal foundation models for radiology and pathology workflows.

Series A

Ledgerwise

Fintech · Marcus Liu

AI-native finance operations platform for mid-market companies.

Seed

Verdant Forecast

Climate · Sam Reyes

Foundation models for grid balancing and renewable energy dispatch.

Series A

Bastion Analytics

Enterprise · Jordan Kim

Decision intelligence layer that turns warehouses into agentic workflows.