/Investor DB

Firsthand Technology Value Fund — Full Portfolio

10 tracked investments · listed companies and verified rows first

Phunwarephunware.cominNASDAQ: PHUN

Phunware operates a configurable, multi-tenant Guest Intelligence Platform for resorts and hotels that unifies location, PMS, POS, mobile, and transactional data into a single property model.

AI & Machine LearningEnterprise SoftwareSaaSTravel & HospitalityAustin, US

Luan D. Dang(Executive Officer)inAlan S. Knitowski(Executive Officer, Director)Matt Aune(Executive Officer)Randall Crowder(Executive Officer, Director)Hans G. Erickson(Executive Officer, Director)Jeremy Krol(Interim Chief Executive Officer and Class I Director)

Co-investorsAnthem Venture Management, LlcCentral Texas Angel NetworkScalare PartnersFirsthand Capital

IntraOpintraop.comin𝕏

IntraOp develops the Mobetron, a compact and mobile linear accelerator for electron therapy used to treat cancer, including intraoperative radiotherapy (IORT), non-invasive skin cancer treatment, and ultra-high dose rate (UHDR) FLASH research.

HardwareHealthtechMedical Devices

PartnerKevin Landis· solo GP

Pivotal Systemspivotalsys.cominDec 2014 · $4.6M

Pivotal Systems develops gas flow control equipment for semiconductor wafer manufacturing, combining flow measurement and control valve technology to improve performance beyond current industry standards.

Advanced ManufacturingAI & Machine LearningHardwareSemiconductorsFremont, US

John Hoffman(Executive Officer, Director)Omesh Sharma(Executive Officer)inJoseph Monkowski(Executive Officer, Director)

BoardKevin Landis(Director)in

Co-investorsAnzu PartnersTEL Venture Capital, Inc.Firsthand Capital

Revasumrevasum.comin𝕏Nov 2016

Revasum designs and manufactures capital equipment—including grinding, polishing, and CMP tools such as the 6EZ Silicon Carbide Polisher and 7AF-HMG Silicon Carbide Grinder—used to produce substrates and devices for the semiconductor industry.

Advanced ManufacturingHardwareSemiconductorsSan Luis Obispo, US

PartnerKevin Landis· solo GP

Co-investorsSQN Venture Partners, LLC

Tapadtapad.cominMar 2013

Tapad operates a global cross-device digital identity graph that links a consumer or household across multiple devices.

AdTechData & InfrastructureMarketing TechNew York, US

Are Traasdahl(Founder)inDave Fall(Executive Officer)inReuben Regensberger(Executive Officer)Jeff Driskill(Executive Officer)inDag Liodden(Founder)

BoardRichard Heitzmann(Director)in

Co-investorsFirstMark CapitalLerer HippeauRunway Venture PartnersSwell PartnersMetamorphic Ventures

Turnturn.aiin𝕏acquired by Autonomous talent

Turn provides a background screening platform designed for high-volume hiring of hourly, salaried, and gig workers.

AI & Machine LearningEnterprise SoftwareFuture of WorkHR TechSaaSChicago, US

Rahier Rahman(Founder and CEO)inBruce Falck(Executive Officer, Director)Mark Liao(Executive Officer)Joe Nemeth(Executive Officer)William Demas(Executive Officer, Director)Max P. Ochoa(Executive Officer)

Co-investorsBlueTree Venture CapitalForefront VentureCamber CreekClearBridge InvestmentsDCM VenturesKleiner Perkins+2 more

UCT Coatingsuctcoatings.com

UCT develops and applies proprietary surface coatings, including its proprietary EXO Nickel Boron technology, for manufacturers' metal parts across various industries.

Advanced ManufacturingHardwareNew MaterialsFlorida, US

PartnerKevin Landis· solo GP

Other

Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.

EQX CapitalHera Systems, Inc.Wrightspeed, Inc.

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.