Focus Opportunity Fund — Full Portfolio
14 tracked investments · listed companies and verified rows first
BitGo provides institutional-grade infrastructure for digital assets, including regulated custody, wallet services, prime brokerage (trading, financing, settlement), stablecoin issuance, and embedded crypto-as-a-service.
Crypto & Web3Enterprise SoftwareFintechPalo Alto, US
Michael Belshe(Chief Executive Officer, Chief Technology Officer, President, and Director)Chen Fang(Executive Officer, Director)Krishna Juvvadi(Executive Officer)inEdward Reginelli(Chief Financial Officer)Jody Mettler(Chief Operating Officer)Jeff Horowitz(Chief Compliance Officer)
Co-investorsArkStream CapitalBitfuryBlockchain CapitalBlockchain CoinvestorsCraft VenturesCyber Capital+20 more
Area 1 Security, now part of Cloudflare as Cloudflare Email Security, provides AI-powered email and collaboration security that detects and blocks phishing, business email compromise, malware, and multi-channel link-based attacks.
AI & Machine LearningCybersecurityEnterprise SoftwareMenlo Park, US
Oren J. Falkowitz(Executive Officer, Director)inBlake Darche(Founder)Oren Falkowitz(Founder)Phil Syme(Founder)
BoardDerek W. Smith(Director)
Co-investorsAllegisCyber CapitalCowboy VenturesDCVC (Data Collective)EPIC VENTURESForgePoint CapitalKleiner Perkins+3 more
IgniteTech is a global enterprise software company that acquires, revitalizes, and supports a portfolio of mission-critical business software, positioning itself as AI-first since 2023.
AI & Machine LearningEnterprise SoftwareSaaSSan Mateo, US
Jennifer Zeszut(Executive Officer, Director)Eric Vaughan(CEO)inJochen Frey(Executive Officer, Director)
BoardRoss Fubini(Director)Brian Ascher(Director)inHoward Hartenbaum(Director)in
Co-investorsAugust CapitalCanaan PartnersRally Ventures Management, LlcRobin Hood VenturesVenrock
Firstup provides an enterprise communication platform that delivers targeted, personalized messages to employees across mobile, desktop, and physical channels like break room screens.
Enterprise SoftwareFuture of WorkSaaSSan Bruno, US
Russell Fradin(Executive Officer, Director)inBong Suh(Executive Officer)
BoardScott Irwin(Director)inAjay Chopra(Director)inGian Fulgoni(Director)Karen Francis(Director)in
Co-investorsAkkadian VenturesCisco InvestmentsFounders Circle CapitalRembrandt Venture PartnersDTCP
Inspirato operates a luxury travel membership club offering curated access to vacation homes, resort partners, and exclusive experiences with personalized concierge services.
B2B MarketplacesConsumerTravel & Hospitality
Brad Handler(Founder)Brent Handler(Founder)
Co-investorsAccess Venture PartnersDag VenturesIVP (Institutional Venture Partners)Millennium Technology Value PartnersOne Planet GroupOne Planet Ops+3 more
Nimble provides digital workflow and patient engagement software for independent and regional pharmacies, helping them manage prescription fulfillment, mobile checkout, and patient communications.
Digital HealthHealthtechMarketing TechRetail TechSaaSWellness & FitnessSan Francisco, US
Talha Sattar(CEO)inTalha Waqar(Executive Officer, Director)Farouk Ladha(Director)Taylor Helgren(Patient Advocate)kia amiri(product)Drea Reichwein(recruiting manager)
Co-investorsDag VenturesFelicis VenturesWestern Technology InvestmentY CombinatorZ Venture CapitalFirst Round Capital+8 more
Change Risk Prediction (CRP) is an AI-powered analytics product that forecasts which software changes are likely to fail, helping enterprise DevOps and software delivery teams reduce downtime and incident resolution time.
AI & Machine LearningDeveloper ToolsEnterprise Software
Co-investorsLightspeed Venture PartnersTenaya CapitalDag VenturesSequoia Capital
Xoilac TV (Xôi Lạc TV) is a Vietnamese online platform for live football streaming, offering match broadcasts alongside fixtures, live scores, highlights, league standings, betting odds, and football news.
ConsumerMedia & EntertainmentSports TechSan Francisco, US
Nav Athwal(Founder)inNavjot Athwal(CEO, PRESIDENT, SECRETARY & TREASURER)DAVID BAKEY(Director)RAY STURM(CHIEF OPERATING OFFICER)
BoardJohn Jarve(Director)in
Co-investorsCross Creek AdvisorsMetaProp VenturesUnion Square Ventures (USV)500 GlobalMenlo VenturesMetaProp
Shape Security (now part of F5) provides bot defense that uses real-time behavioral analysis and platform-wide telemetry to distinguish humans, trusted AI agents, and malicious automation across web apps, mobile apps, and APIs.
AI & Machine LearningCloud ComputingCybersecurityEnterprise SoftwareMenlo Park, US
Justin Call(Founder)Tamara MacDuff(Executive Officer)
BoardGaurav Garg(Director)Derek Smith(Founder)Ray Rothrock(Director)Ted Schlein(Director)
Co-investorsAllegisCyber CapitalBaseline VenturesC5 CapitalEPIC VENTURESGV (Google Ventures)JetBlue Ventures+10 more
Sharethrough operated a programmatic advertising exchange and supply-side platform specializing in native, video, display, and CTV ad inventory for publishers and advertisers.
Montreal
Dan Greenberg(CoFounder)Louis-Charles Genest(Executive Officer)Daniel Greenberg(Executive Officer, Promoter)Jean-Francois Cote(Executive Officer, Director, Promoter)Martin Tremblay(Director)Paul Ross(Director)
Co-investorsTrue Ventures
Co-investorsAccelHikma VenturesM12 (Microsoft's Venture Fund)Redpoint VenturesUpfront Ventures
Other
Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.
ExabloxPaydiantSensity
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.
















































