Portfolio
Power-law founders building AI-native companies.
$1M+ deployed21 companiesSpeedrun cohorts
SR006 · 2026
10 companies
AI workforce intelligence for enterprise HR
Workforce IntelligenceWhy We InvestedOperators selling to their old seat
Customer context engine for GTM teams
GTM InfrastructureWhy We InvestedEx-Databricks CTO, repeat GTM founder
AI prediction layer for construction
Construction TechWhy We InvestedEx-Google Pay PM, Forbes 30 Under 30
Turns your social audience into pipeline
Social CommerceWhy We InvestedML engineer, ex-Respell (acq. Salesforce)
Commerce intelligence layer for AI agents
Commerce AIWhy We InvestedRepeat commerce operators across MENA
Always-on, insurance-covered cardiac care
HealthcareWhy We InvestedCatches cardiac risk before the ER
Custom AI agents for financial institutions
Financial AIWhy We InvestedFinance-specialized AI, not a general LLM
Post-training infrastructure for specialized AI
AI InfrastructureWhy We InvestedYou own the model, not the vendor
SR005 · 2025
11 companies
AI coworkers with real identities
Workplace ProductivityWhy We InvestedReal Google accounts for AI
AI agents for employee benefits
Employee BenefitsWhy We InvestedMIT founders, massive market
AI that builds full-stack cloud apps
Cloud InfrastructureWhy We InvestedFull-stack apps, no coding
Loan Labs
Agentic workers for lenders
Mortgage TechWhy We InvestedBuilt PeerStreet ($5B)
* GP-founded company invested at 50% allocation to manage conflict of interest.