Portfolio

Power-law founders building AI-native companies.

$1M+ deployed11 companiesSR005 cohort

AI coworkers with real identities

Workplace Productivity
Why We InvestedReal Google accounts for AI

Network intelligence for GTM teams

Sales Intelligence
Why We Invested$1M ARR in 4 months

AI agents for employee benefits

Employee Benefits
Why We InvestedMIT founders, massive market

Business context for coding agents

Developer Tools
Why We InvestedThe 'why' behind code

AI that builds full-stack cloud apps

Cloud Infrastructure
Why We InvestedFull-stack apps, no coding

Operations copilot for restaurants

Restaurant Tech
Why We InvestedRestaurant ops autopilot

Document and share your outfits

Fashion
Why We InvestedStyle journal gone viral
Loan Labs logo

Loan Labs

Agentic workers for lenders

Mortgage Tech
Why We InvestedBuilt PeerStreet ($5B)

AI fitness coach with real-time feedback

Fitness
Why We InvestedEx-Duolingo DNA

AI-powered mobile app builder

Developer Tools
Why We InvestedRevenue doubled in 4 months

Wearable AI necklace

Wearables
Why We InvestedEx-Apple hardware DNA

* GP-founded company invested at 50% allocation to manage conflict of interest.