Definition — Full Portfolio
21 tracked investments · listed companies and verified rows first
Cape is a privacy-focused cellular service provider that offers secure mobile connectivity designed to protect subscriber data and privacy.
CybersecurityEnterprise SoftwareArlington, US
John Doyle(Founder)inGavin Uhma(Founder)Nicholas Espinoza(Founder)Nick Espinoza(Founder)
PartnerWeston Reynolds· solo GP
Co-investorsAndreessen HorowitzFDVCKarman Ventures01 AdvisorsA*Angel Collective Opportunity Fund+12 more
Formal builds a stateless proxy binary that enforces least-privilege access control across 15+ wire protocols (Postgres, MySQL, MongoDB, Snowflake, SSH, Kubernetes, HTTP, MCP, and others), handling authentication, policy evaluation, data masking, and query auditing.
AI & Machine LearningCybersecurityData & InfrastructureDeveloper ToolsSan Francisco, US
Co-investorsAbstract VenturesThrive CapitalY CombinatorBasis Set Ventures
Primero connects legacy tools, records, spreadsheets, and internal APIs into a semantic layer and deploys AI agents and applications inside real business workflows, with an emphasis on auditability, data residency, and control.
AI & Machine LearningData & InfrastructureEnterprise SoftwareMexico City, MX
José Murillo(Co-CEO)inAndrés Rosales(Co-CEO)inSantiago Buenahora(CTO)in
Co-investorsGeneral Catalyst8VCConvictionKaszek Ventures
Sequence Holdings is a permanent holding company that acquires, operates, and transforms businesses in the American service economy by embedding its own engineers and applying AI to core operations.
AI & Machine LearningEnterprise SoftwareNew York City, US
Alexander Rubin(Founder)in
Co-investors8VCAvenirConvictionLux Capital
Applied Compute builds proprietary AI agents trained on enterprise-specific workflows and data that continuously improve through real-world usage.
AI & Machine LearningCloud ComputingDeep TechEnterprise SoftwareSan Francisco, US
Yash Patil(CEO)inRhythm Garg(Founder)inLinden Li(Founder)in
Co-investorsKleiner PerkinsNeoAbstract VenturesConversion CapitalLux CapitalNeo+9 more
Beam is a cloud platform for developers to build and ship AI products without managing infrastructure, servers, or containers.
AI & Machine LearningCloud ComputingData & InfrastructureDeveloper ToolsEnterprise SoftwareNew York City, US
Eli Mernit(Founder)inLuke Lombardi(Founder)inAdam Eagle(Founder)Chinakrit Piamchon(Founder)Dan Mottice(Founder)Nattapat Chaimanowong(Founder)
Co-investorsAlumni VenturesArchetypeSoma CapitalUncorrelated VenturesY CombinatorAbacus Capital Group+24 more
Cogent builds an AI-native vulnerability management platform that uses AI agents to detect exposure shortly after disclosure, prioritize risks by real exploitability and business impact, remediate through existing workflow tools, and generate natural-language reporting with audit evidence.
AI & Machine LearningCybersecurityEnterprise SoftwareSaaSSan Francisco, US
Thanos Baskous(Founder)inVineet Edupuganti(Founder)inGeng Sng(Founder)inGeng Gng(Co-founder)in
BoardEnrique Salem(Board Member (Partner & Managing Director, Bain Capital Ventures))inCorinne Riley(Board Member (Partner, Greylock Partners))in
Co-investors515 VenturesArtisanal VenturesBain Capital VenturesGreylock PartnersLockstep Angel InvestmentsPaladin Capital Group
Footprint is a unified identity and privacy platform that gives companies tools to verify, authenticate, and secure identity, including one-click KYC backed by a cryptographic data vault.
AI & Machine LearningCybersecurityFintechSaaS
Alex Grinman(Founder)inEli Wachs(Founder)in
Co-investorsBoxGroupIndex VenturesKhosla VenturesLerer HippeauPalm Tree Crew InvestmentsQED Investors+10 more
Iru provides an AI-powered unified platform for endpoint management, identity, threat detection, and compliance automation serving IT and security teams.
AI & Machine LearningCybersecurityDeveloper ToolsEnterprise SoftwareSan Diego, US
Adam Pettit(Founder & CEO)Wesley Pettit(Executive Officer, Director, Promoter)Daughters Mark(Director, Promoter)
PartnerWeston Reynolds· solo GP
Co-investorsB Capital GroupGreycroftMango CapitalFelicis VenturesFirst Round CapitalFrontline Ventures+4 more
MetLife México is the local operation of the insurance company, offering life and health insurance products to individuals and families in Mexico through a network of agents.
FintechInsurTech
Co-investorsMetLife Investment Management8VCConvictionGeneral Catalyst
Ramp offers a finance platform that combines corporate cards, expense management, and AI-driven automation for receipt capture, transaction coding, and reimbursements.
AI & Machine LearningFintechSaaSNew York, US
Karim Atiyeh(Founder)inEric Glyman(Founder)inGene Lee(Founder)inScott Bulua(Executive Officer)inRahul Sengottuvelu(Chief Technology Officer)inWilliam (Will) Petrie(Chief Financial Officer)in
Co-investors1/1 Capital137 Ventures8VCA*Alpha Wave GlobalAnti+73 more
Pronto builds off-road autonomous haulage systems (AHS) designed for rugged industrial environments such as mines and quarries.
AI & Machine LearningMobility & TransportationRoboticsSunnyvale, US
Bibhrajit Halder(Executive Officer, Director)in
BoardAlexei Andreev(Director)in
Co-investorsDG Ventures, Inc.Embark VenturesFoundamentalMonta Vista CapitalAutotech VenturesBain Capital Ventures+10 more
Salsa builds modern payroll infrastructure for financial software platforms and businesses.
Enterprise SoftwareFintechSaaSSan Francisco, US
John Kramer(Founder)inJuan Barroso(Founder)in
Co-investorsBetter Tomorrow VenturesEdison PartnersEvolution VenturesGreycroftOn DeckSemperVirens Venture Capital+2 more
Simile builds AI-driven behavioral simulations that model how customers, employees, or populations respond to change, letting enterprises test concepts, pricing, and messaging in a controlled environment before launch.
AI & Machine LearningEnterprise SoftwareMarketing TechBrooklyn, US
Joon Sung Park(Founder)inMichael Bernstein(Founder)inPercy Liang(Founder)Lainie Yallen(Founder)inJames George(Executive Officer, Director)Alexander Porter(Executive Officer, Director)
Co-investorsA*Bain Capital VenturesIndex VenturesCVS Health VenturesGreenoaksHanabi Capital+1 more
SafeHill offers SecureIQ, an AI-powered Continuous Threat Exposure Management platform that combines automated scanning with human ethical hackers to discover, validate, and prioritize real attack paths for security teams.
AI & Machine LearningCybersecuritySaaSLehi, US
Reid Hiatt(Executive Officer, Director)inAustin Hale(Executive Officer, Director)
BoardChris Barcus(Director)Gregg Scoresby(Director)Ben Capell(Director)Bret Larsen(Director)
Co-investorsChicago Early Growth Ventures (CEGV)Service Provider CapitalCoinbase VenturesEXPONENT FOUNDERS CAPITALFounders FundLux Capital+2 more
Tactic is a New York-based crypto accounting software startup that reconciles on-chain activity into tools like QuickBooks.
Co-investorsCoinbase VenturesDylan FieldElad GilEXPONENT FOUNDERS CAPITALFounders FundLux Capital+2 more
TerraFirma develops AI-enabled software and autonomous robotics to accelerate physical infrastructure construction, making projects faster, cheaper, and safer through human-in-the-loop autonomy in planning, orchestration, and operations.
AI & Machine LearningConstruction TechRobotics
Guy Hands(Founder)Noah McGuinness(Founder)Noah Schochet(Founder)
Co-investorsBain Capital VenturesBanner VCGlade Brook Capital PartnersKleiner PerkinsRavelin CapitalSaga Ventures+3 more
tldraw makes an open-source, React-based SDK for embedding infinite-canvas collaborative whiteboard functionality into apps, alongside its own free whiteboard app.
Steve Ruiz(Founder)
Co-investorsSunflower Capital Management FundVillage GlobalAmplify PartnersCursor CapitalLux Capital
Together AI builds a full-stack platform for production AI systems, serving teams that need to deploy and scale machine learning models reliably.
AI & Machine LearningCloud ComputingData & InfrastructureDeveloper ToolsSan Francisco, US
Vipul Ved Prakash(Founder)inCe Zhang(Founder)inChris Ré(Founder)Tri Dao(Founder)inPercy Liang(Founder)inVipul Prakash(Founder)
Co-investors137 VenturesA.Capital VenturesAlumni VenturesBrave CapitalBrilliant Phoenix CapitalCambium Capital+42 more
Vooma builds AI-powered software for the freight and logistics industry, serving brokers, carriers, and 3PLs.
AI & Machine LearningEnterprise SoftwareLogistics & Supply ChainSaaSSan Francisco, US
Jesse Buckingham(Founder)inMike Carter(Founder)inJacob Deery(Founding Engineer)Katie Goldstein(President)Max Levenson(Founding Engineer)Pedro Fuentes(Chief of Staff)
Co-investorsCraft VenturesIndex VenturesNFI Ventures, LLCOperator StackSoma CapitalThe MBA Fund+5 more
Other
Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.
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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