Breakpoint Capital — Full Portfolio
39 tracked investments · listed companies and verified rows first
Alpaca provides brokerage infrastructure APIs that enable fintechs and financial institutions to build investing applications and platforms with access to stocks, options, crypto, and other asset types.
Data & InfrastructureDeveloper ToolsFintechSaaSSan Francisco, US
Yoshi Yokokawa(Founder)inHitoshi Harada(Founder)inKaren Borchert(Executive Officer, Director)in
BoardBen Jackson(Director)Eddie Branchaud(Director)
Co-investorsAbstract VenturesDiagramElefundEndeavor CatalystHorizons VenturesNimble Partners+24 more
Andon Labs develops safety systems and protocols for autonomous AI-driven organizations, focusing on AI alignment and control mechanisms for agents that operate without human oversight.
AI & Machine LearningDeep TechDeveloper ToolsEnterprise SoftwareSan Francisco, US
Lukas Petersson(Founder)inAxel Backlund(Founder)in
Co-investorsJuniper Ventures Management, LlcSeldon LabsWave VenturesY CombinatorInventurePioneer+1 more
Andy is an AI-powered ambient scribing platform for home health agencies that automates clinical documentation, compliance checks, and medical coding.
AI & Machine LearningHealthtechSaaSSan Francisco, US
Tiantian Zha(Founder)inMax Akhterov(Founder)
Co-investorsf7 VenturesHeadwater VenturesIA Seed VenturesInformed Ventures Advisors, LlcY CombinatorAndreessen Horowitz+5 more
Beeswax, a FreeWheel product, is a demand-side platform (DSP) with Bidder-as-a-Service (BaaS) solutions that let ad buyers deploy their own data-based targeting models, bidding tactics, and measurement standards to control the media buying process.
AdTechMarketing TechSaaS
Co-investorsRRE VenturesAmasiaBrandtech VenturesFoundryHighland Capital PartnersRevel Partners+1 more
Billetto is an online platform for discovering, creating, and selling tickets to events, serving event organizers and attendees.
ConsumerMarketplacesMedia & Entertainment
BrightHire offers deep integrations with applicant tracking systems that add hiring-focused features such as one-click scorecard completion, playable interview highlights, and click-to-call directly within the ATS.
AI & Machine LearningCybersecurityEnterprise SoftwareHR TechSaaSNew York City, US
Theodore Chestnut(Founder)inBen Sesser(Founder)Teddy Chestnut(Founder)
Co-investorsFirebolt Ventures Management Company, LlcFlybridge Capital PartnersGround Up VenturesIndex VenturesNext Play Ventures01 Advisors+2 more
Carousel is an AI tool that generates and modifies Excel spreadsheets, including financial models and data analyses, by ingesting information from various file formats and creating formatted visualizations.
Enterprise SoftwareFintechNew York City, US
Daniel Wolf(Founder)inJude Rizzo(Founder)in
Co-investorsY CombinatorSoma CapitalUnpopular Ventures
CloudX is a programmatic advertising stack (SSP) for mobile publishers, offering a "monetization as code" approach with AI agents that automate SDK integration, testing, and auction configuration.
AdTechAI & Machine LearningMarketing Tech
Dan Sack(Founder)inJim Payne(Founder)
Co-investorsEniac VenturesJavelin Venture PartnersTerrainAddition
Conduit provides an AI agent platform for the hospitality industry that automates guest interactions across multiple channels, handles bookings and upsells, manages internal operations, and delivers leadership insights integrated with existing systems.
AI & Machine LearningEnterprise SoftwareSaaSTravel & HospitalitySan Francisco, US
Cole Rubin(Founder)inPunn Kam(Founder)in
Co-investorsTranspose Platform ManagementY CombinatorUnpopular VenturesHack VCPi LabsAltos Ventures+15 more
CopyCat builds AI-powered document automation software for insurance brokers, automating the creation of proposals, risk analysis documents, and employee benefits workbooks while preserving agency workflows and templates.
AI & Machine LearningEnterprise SoftwareFintechInsurTechLogistics & Supply ChainSaaSSeattle, US
Graham Sabin(Founder)inAbhi Balijepalli(Founder)inShawn Rolph(Executive Officer, Director)
BoardDavid Segel(Director)Mikey Shaughnessy(Director)Joseph Reed(Director)
Co-investorsY CombinatorAndreessen HorowitzFlex Capital PartnersProgressive VenturesTechstarsTelescope Partners
DryMerge provides AI agents that automatically capture customer interaction data from email, calendar, calls, and messaging tools, updating CRM systems like Salesforce and HubSpot without manual data entry.
AI & Machine LearningEnterprise SoftwareSales TechSan Francisco, US
Samuel Brashears(Founder)inEdward Frazer(Founder)in
Co-investorsRitual CapitalY CombinatorCapitalize VCGaingelsGarage CapitalGeneral Advance+2 more
Estuary provides a real-time data platform that helps companies harness and stream their data.
Data & InfrastructureDeveloper ToolsEnterprise SoftwareSaaS
David Yaffe(Founder)inJohnny Graettinger(Founder)
Co-investorsEudemian VenturesSwift VenturesWhoa I Lp, By: Whoa VenturesFirstMark CapitalM13
FINNY is a growth platform that identifies and targets financial prospects for advisors through data aggregation and automated outreach, enabling personalized client acquisition at scale.
AI & Machine LearningFintechMarketing TechSaaSSales TechNew York City, US
Eden Ovadia(Founder)inTheodore Janson(Founder)inVictoria Toli(Founder)inAlexander Bush(Executive Officer, Director)Chris Gandolfo(Executive Officer, Director)
Co-investorsActivant CapitalFinancial Venture StudioMaple VCRestive VenturesVenrockY Combinator+3 more
Higgsfield is a platform for creating and generating visual content, including images, videos, and cinematic scenes using AI models.
AI & Machine LearningCreator EconomyMedia & EntertainmentLos Gatos, US
Alex Mashrabov(Founder)inYerzat Dulat(Founder)inMahi De Silva(Co-founder)inErzat Dulat(Founder)Mahi de Silva(Founder)
Co-investors1982 VenturesAccelAlpha Intelligence CapitalAlpha Square GroupAlumni VenturesAngel Collective Opportunity Fund+36 more
InfluxData develops InfluxDB, a time series database designed to collect, store, analyze, and act on data that changes in real-time.
Cloud ComputingData & InfrastructureDeveloper ToolsEnterprise SoftwareIoTNew York City, US
Paul Dix(Founder)inTodd Persen(Founder)inEvan Kaplan(Chief Executive Officer)inWinnie Cheng(Executive Officer)in
BoardRobin Vasan(Director)inDaniel Scholnick(Director)in
Co-investorsB CapitalBattery VenturesBloomberg BetaHarmony PartnersMango CapitalMayfield Fund+11 more
Instabug (branded as Luciq) provides mobile observability and intelligent agents that automatically detect, diagnose, and resolve app issues before users notice them.
AI & Machine LearningCloud ComputingDeveloper Tools
Moataz Soliman(Founder)inOmar Gaber(Founder)Omar Gabr(Founder)in
Co-investorsSawari VenturesAccelEndeavor CatalystForgePoint CapitalInsight Partners
Keystroke is a platform for building specialized agents and workflow automations that integrate with coding agents like Claude Code and Cursor, allowing users to build actual TypeScript code that lives in their repository and deploy to the Keystroke platform for credential management, logging, and access control.
AI & Machine LearningData & InfrastructureDeveloper ToolsEnterprise SoftwareSaaSSalt Lake City, US
Blake Rouse(Founder)inDallin Bentley(Founder)in
Co-investorsY CombinatorContour Venture PartnersEight CapitalGaingelsGeneral AdvanceGeneral Catalyst+8 more
Layer is a creative automation platform that uses AI to help game studios scale production across the asset creation lifecycle.
AI & Machine LearningCreator EconomyGamingMarketing TechSan Francisco, US
Volkan Gurel(Co-founder & CEO)inBurcu Hakguder(Co-founder & CRO)in
Co-investors500 Emerging EuropeFJ LabsHummingbird VenturesLaton VenturesThe Games FundNew Enterprise Associates (NEA)
Little Umbrella develops social and AI-powered games that combine established game genres with AI mechanics for dynamic stories and personalized gameplay.
AI & Machine LearningGamingSocial
Co-investorsDisrupt.comA16Z SpeedrunAndreessen HorowitzFounders FundGFR FundReinvent Capital+1 more
Matter is an employee recognition platform that integrates with Slack to let teams send kudos and rewards (coins) tied to company values.
Future of WorkHR TechSaaS
Co-investorsNotre Dame Founders Fund
AdTechGamingMarketing TechMedia & Entertainment
Jim Payne(Founder)inNafis Jamal(Founder)in
Co-investorsAccelAngelPadIcon VenturesIris Capital
mParticle provides a customer data platform that consolidates first-party data across channels to help businesses scale operations.
Data & InfrastructureEnterprise SoftwareMarketing TechNew York, US
Andrew Katz(Founder)inMichael Katz(Founder)inDave Myers(Founder)
Co-investorsArrowroot CapitalBain Capital VenturesBowery CapitalCoelius CapitalEniac VenturesFJ Labs+12 more
Optable provides a cloud-based platform for identity, audience, and data collaboration that lets publishers, media companies, and advertisers own, enrich, and monetize their first-party data while maintaining privacy.
AdTechData & InfrastructureMarketing TechLos Angeles, US
Yves PoiréinVlad StesininBosko MilekicinWilliam Glasgow Phillips(Executive Officer, Director)
Co-investorsBrightspark VenturesasterXDeloitte VenturesDesjardins CapitalHearst VenturesMML UK Advisor
RentCheck is a property intelligence platform that uses AI-powered damage detection to enable residents to document their homes during rental inspections, helping property managers reduce disputes and streamline move-in/move-out processes.
AI & Machine LearningPropTechSaaSNew Orleans, US
Marco Nelson(Co-founder)inLydia Winkler(Co-founder)inJohn Kuolt(Executive Officer, Director)
Co-investorsInnovation CatalystOvereasy VenturesTechstars7BC Venture CapitalContext Ventures
Rill builds real-time data tooling covering data transformation, database architecture, and metrics exploration to help data teams create and explore operational dashboards.
AdTechAI & Machine LearningData & InfrastructureSaaSSan Francisco, US
Michael Driscoll(Founder)inNishant B(Founder)
Co-investorsBloomberg BetaDCVC (Data Collective)OctaveSierra VenturesSwift VenturesZero Prime Ventures+6 more
Runway provides a platform for managing and orchestrating mobile app releases.
Cloud ComputingDeveloper ToolsEnterprise SoftwareSaaSNew York City, US
Gabriel Savit(Founder)inMatt Varghese(Founder)inDavid Filion(Founder)in
Co-investorsArray Ventures Management LlcChapter OneOpen Opportunity FundY CombinatorAdjacent Ventures LlcAllianceBernstein+10 more
Scale provides high-quality training data, model evaluations, and full-stack AI systems for enterprises and governments to build and deploy AI applications.
AI & Machine LearningData & InfrastructureDeveloper ToolsEnterprise SoftwareSan Francisco, US
Alexandr Wang(Founder)inLucy Guo(Founder)inFrancis deSouza(CEO)in
Co-investors1435 CapitalAccelAdit Ventures Management, LlcAIspace VenturesAlpana VenturesAlpha Square Group+100 more
Tin is a mobile browser extension for iPhone (Safari) that automatically finds and applies coupon codes at checkout, including discount codes buried in a user's inbox, across 30,000+ supported retailers.
ConsumerE-commerceRetail Tech
Co-investorsAmplify.LAWedbush Ventures
StarTree provides a real-time analytics platform built on Apache Pinot that enables organizations to query petabyte-scale data at speed and cost efficiency.
AI & Machine LearningCloud ComputingData & InfrastructureEnterprise SoftwareMountain View, US
Kishore Gopalakrishna(Founder)inXiang Fu(Founder)in
Co-investorsBain Capital VenturesCRV (Charles River Ventures)Invest In DataMaterialized View CapitalNotable CapitalSapphire Ventures+4 more
Timber develops Vector, an open-source tool for collecting, transforming, and routing logs and metrics across sources, transforms, and sinks such as Datadog, Kafka, Elasticsearch, Splunk, and AWS S3.
Cloud ComputingData & InfrastructureDeveloper Tools
Co-investorsCurious CapitalFirstMark CapitalNat TurnerWonder VenturesFuel CapitalNotation Capital
Toma builds AI software that automates customer interactions for automotive dealerships, helping recover lost sales revenue.
AI & Machine LearningEnterprise SoftwareSaaSSan Francisco, US
Monik Pamecha(Founder)inAnthony Krivonos(Founder)inMonik Pamecha Anthony Krivonos(Founder)
Co-investorsAlumni VenturesAndreessen HorowitzFlex Capital PartnersNeer Venture PartnersVitalStage VenturesY Combinator+7 more
Attentive provides a multi-channel customer engagement platform that includes email, SMS, RCS, push notifications, and AI-powered lifecycle orchestration for direct-to-consumer brands.
AI & Machine LearningDirect to ConsumerMarketing TechBarcelos, Braga
Pedro Araujo(Founder)Luis Braga(Founder)Daniel Araujo(Founder)Brian Long(Founder)in
BoardYannick Oswald(Director)Cristina Fronseca(Director)
Co-investorsBain Capital VenturesBeyond CapitalBling CapitalCoatue ManagementDisney AcceleratorEniac Ventures+18 more
Tracecat is an open source security automation platform that enables security teams to build AI agents and automate incident response workflows across their security tools.
AI & Machine LearningCybersecurityEnterprise SoftwareNew York City, US
Chris Lo(Founder)inDaryl Lim(Founder)in
Co-investorsPioneerSurgePoint AngelY Combinator
Upscale AI builds networking infrastructure purpose-built for AI workloads, including scale-up rack networking (SkyHammer) and open Ethernet fabrics based on NVIDIA Spectrum-X silicon and a SONiC-based network OS.
AI & Machine LearningCloud ComputingData & InfrastructureDeep TechHardwareSemiconductorsSanta Clara, US
Rajiv K.(Founder)inBarun Kar(CEO)inRajiv Khemani(Executive Chairman)
Co-investorsCelesta CapitalCloudbreak Ventures Kft.Cota CapitalIntel CapitalMayfield FundMVP Ventures+12 more
Other
Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.
FacetDataMarketectureMAXPallas Security
Rows marked “SEC filing” are inferred from directors named on the company's SEC Form D — public regulatory data, not a portfolio list published by the firm.

















































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