Geodesic Capital

Workato provides an integration and automation platform that connects enterprise applications and data systems across cloud and on-premise environments.

Cloud ComputingData & InfrastructureEnterprise SoftwareSaaS

Vijay Tella(CEO & Co-Founder)

Harness provides software delivery automation and infrastructure for engineering teams to deploy code reliably and efficiently. The platform serves the global software development market.

AI & Machine LearningCloud ComputingDeveloper ToolsEnterprise Software

Jyoti Bansal(Co-founder & CEO)Rishi Singh(Founding CTO)

AppZen provides AI-powered finance software that automates invoice processing, expense auditing, and spend-to-pay workflows for enterprise finance teams. The platform uses machine learning to detect errors, fraud, and compliance issues while providing real-time financial insights.

AI & Machine LearningEnterprise SoftwareFintech<UNKNOWN>

Anant Kale(Co-Founder & CEO)Kunal Verma(Co-Founder & CTO)

Aurora develops self-driving technology for autonomous vehicles. The company applies its Aurora Driver platform across trucking and logistics applications.

AI & Machine LearningLogistics & Supply ChainMobility & Transportation

Chris Urmson(CEO)Drew BagnellSterling Anderson

Chronosphere provides an observability platform for microservices and containers that helps teams detect and fix customer-impacting issues while controlling costs and complexity. The platform includes telemetry data collection and transformation capabilities designed for cloud-native and DevOps environments.

Cloud ComputingData & InfrastructureDeveloper ToolsPalo Alto, US

Clearcover is an insurance company that simplifies auto insurance coverage selection and claims processing through a mobile-first platform, enabling fast claim payouts.

InsurTech

ClickHouse develops a column-oriented database management system that enables real-time analytical reporting via SQL queries. The platform serves organizations requiring fast data analysis across large-scale, continuously growing datasets.

AI & Machine LearningCloud ComputingData & InfrastructureEnterprise SoftwareSan Francisco, US

Aaron Katz(Co-Founder & CEO)Alexey Milovidov(Co-Founder & CTO)Yury Izrailevsky(Co-Founder & President)

UiPath provides enterprise automation software that uses AI agents and robots to automate business processes across departments like procurement, finance, and ERP systems. The platform helps organizations manage the full automation lifecycle from workflow design to ROI tracking.

AI & Machine LearningEnterprise SoftwareRoboticsSaaS

Mark Geene(Founder & CEO)

Figma is a collaborative design platform that enables teams to create apps, websites, and products through shared design tools integrated with development workflows and AI-powered design assistance.

Developer ToolsSaaS

Legora builds AI-powered collaboration software for lawyers to automate routine tasks and improve efficiency in legal work. The platform enables lawyers and clients to jointly review, draft, and deliver legal projects.

AI & Machine LearningEnterprise SoftwareLegalTechStockholm, SE

Max Junestrand(Founder)inSigge Labor(Founder)in

Databricks provides a unified platform for data engineering, analytics, and artificial intelligence, enabling organizations to build and deploy data and AI applications on cloud infrastructure.

AI & Machine LearningCloud ComputingData & InfrastructureEnterprise SoftwareSan Francisco, US

Original creators of Apache Spark, Delta Lake, MLflow and Unity Catalog<UNKNOWN>

Dremio provides an Agentic Lakehouse platform that enables fast, governed access to enterprise data across multiple sources without ETL, with an AI Semantic Layer for business context and autonomous infrastructure management. The platform serves knowledge workers and AI agents seeking instant access to trusted data without traditional data platform complexity.

AI & Machine LearningData & InfrastructureEnterprise Software

Tomer Shiran(Founder)in

Duo provides identity and access security solutions that help organizations detect threats and verify user authentication across their infrastructure. The platform serves enterprise security teams across retail, education, and industrial sectors.

CybersecurityEnterprise SoftwareSaaS

Coinbase is a cryptocurrency exchange platform that offers trading, custody, and financial services for cryptocurrencies, stocks, derivatives, and prediction markets to consumers, institutions, and developers. The company operates a full-stack infrastructure including secure custody, liquidity services, stablecoin infrastructure, and global settlement rails.

Crypto & Web3FintechLos Angeles, US

Brian Armstrong(Founder/CEO)in

Edge Delta provides telemetry pipeline and observability tools for DevOps, IT/Ops, SRE, and Security teams to process logs, metrics, traces, and events at scale without centralizing all raw data.

AI & Machine LearningData & InfrastructureDeveloper ToolsEnterprise Software

Ozan Unlu(Co-founder)Fatih Yildiz(Co-founder)

Fieldguide provides automated workflows and collaborative tools for assurance and advisory practices to serve clients more effectively. The platform uses automation and artificial intelligence to enhance trust services.

AI & Machine LearningEnterprise SoftwareFuture of WorkSaaSSan Francisco, US

Jin Chang(Founder)inChris Szymansky(CTO / Co-Founder)in

Fly.io provides infrastructure and platform services for deploying and running applications in a distributed, globally-connected environment. The platform serves developers and engineering teams building cloud-native applications.

Cloud ComputingData & InfrastructureDeveloper ToolsEnterprise SoftwareChicago, US

Michael Dwan(Founder)inJerome Gravel-Niquet(Developer + CTO)inKurt Mackey(CEO)Chris McCord(Developer)

Forethought builds self-improving AI agents for customer service, now integrated into Zendesk's platform. The technology helps businesses automate and improve customer support operations at scale.

AI & Machine LearningEnterprise SoftwareSaaS

Glean provides an AI-powered workplace search and knowledge management platform that connects company data across documents, messages, tickets, and systems to help teams access information and complete work. The platform serves multiple departments including engineering, sales, support, marketing, and IT teams across enterprises.

AI & Machine LearningEnterprise SoftwareSaaS<UNKNOWN>

Arvind Jain(Founder & CEO)Vishwanath T R(Co-founder and CTO)Tony Gentilcore(Co-founder, Engineering)

Imply provides a commercial platform built around Apache Druid, an open-source database designed for real-time analytics on large datasets. The company serves enterprises and organizations requiring high-performance data analysis and visualization capabilities.

Cloud ComputingData & InfrastructureEnterprise SoftwareSaaS

Apache Druid original creatorsFangjin Yang(Co-Founder and Chief Executive Officer)Gian Merlino(Co-Founder and Chief Technology Officer)Vadim Ogievetsky(Co-Founder and Chief Experience Officer)

Island provides a bring-your-own-device (BYOD) management platform for enterprises, enabling employees to securely use personal devices for work across all industries.

CybersecurityEnterprise SoftwareSaaSDallas, US

Kin is a home insurance provider that offers both self-service and agent-assisted policy purchase and management for homeowners. The company operates through fully licensed carrier partners and emphasizes affordability, ease of use, and customer service.

InsurTech

Sean Harper(Co-Founder and Chief Executive Officer)

Netskope provides cloud security technology and solutions, offering strategic and technical briefings to help security teams develop and manage cybersecurity programs that protect against cloud threats.

AI & Machine LearningCloud ComputingCybersecurityEnterprise SoftwareSanta Clara, US

Mueon builds data center-scale infrastructure designed to support next-generation artificial intelligence workloads.

AI & Machine LearningCloud ComputingDeep Tech

MX provides financial data connectivity, intelligence, and API tools that enable banks and fintechs to deliver personalized financial guidance and insights to their customers. The platform securely links, verifies, and categorizes financial data to increase customer engagement and loyalty.

Data & InfrastructureFintechSaaS

Airbnb is an online marketplace that enables people to book and list accommodations for short-term rentals, experiences, and services around the world.

ConsumerMarketplacesTravel & HospitalitySan Francisco, US

Brian Chesky(Founder/CEO)inNathan Blecharczyk(Founder/CTO)inJoe Gebbia(Founder/CPO)in

Cybersecurity company; invested 2017 and helped establish market presence in Japan through product investment and early adopter acquisition.

Nova Credit aggregates global credit bureau data, bank transaction data, and payroll information to help lenders assess borrowers and provide fairer access to credit for underserved populations including international newcomers, gig workers, and others traditionally excluded from the financial system. The company serves financial institutions, lenders, and property management platforms with credit reporting, cash flow underwriting, and income verification products.

Data & InfrastructureEnterprise SoftwareFintechNew York City, US

Misha Esipov(Founder and CEO)in

Uber operates a multi-sided platform providing ride-sharing, food delivery, freight logistics, and business fleet management services across various global markets.

Logistics & Supply ChainMarketplacesMobility & TransportationSan Francisco, US

Travis Kalanick(Co-founder & CEO)Garrett Camp(Co-founder)

Otter.ai is an AI-powered meeting assistant that records, transcribes, and summarizes conversations in real time across multiple languages, automatically capturing decisions and action items. The platform serves teams and enterprises seeking to automate meeting documentation and knowledge management through integrations with productivity and CRM tools.

AI & Machine LearningFuture of WorkSaaS

Sam Liang(Founder & CEO)in

Paradox is an AI-powered recruiting assistant that automates hiring tasks and enhances the candidate experience across the entire recruitment lifecycle, from job posting and application through scheduling and feedback collection.

AI & Machine LearningHR TechSaaS

Pendo is a product experience platform that combines software usage analytics, in-app guidance, and user feedback to help organizations accelerate feature adoption and deliver better product experiences. It serves Fortune 500 enterprises, B2B tech startups, educational institutions, and healthcare systems across multiple industries.

AI & Machine LearningData & InfrastructureEnterprise SoftwareSaaSRaleigh, US

Saurabh Sodani(Founder/CEO)Chuck Kesler(Chief Development Officer)Sheena Jain(Chief Information Security Officer)Zain Lakhani(Chief AI Officer)

Phoenix Tailings develops clean technology for rare earth element refining in the United States. The company operates across the full value chain, from mining and recycling to separation and magnet production.

Advanced ManufacturingCleantechClimate TechFintechNew MaterialsBoston, US

Nick Myers(CEO & Co-Founder)Thomas Villalón(CTO & Co-Founder)Anthony Balladon(Chief Commercial Officer & Co-Founder)

Pilot provides bookkeeping and accounting services, modernizing financial operations for small businesses and startups.

Enterprise SoftwareFintechHR TechSaaS

Pindrop is a cybersecurity company that delivers identity verification and deepfake detection across voice, video, and digital communications in real time. It serves organizations and individuals seeking to restore trust in real-time digital communication.

AI & Machine LearningCybersecurityEnterprise Software

Vijay A. Balasubramaniyan(CEO and Co-Founder)Paul JudgeMustaque Ahamad

Portal Space Systems develops advanced spacecraft, including its flagship Supernova vehicle, designed for high delta-v maneuverability and multi-orbit operations in cislunar space. The company serves commercial and government customers seeking orbital transportation and refueling capabilities.

Deep TechHardwareSpace TechWashington, US

<UNKNOWN>

Hightouch builds a data activation platform that integrates with existing enterprise data infrastructure to enable marketing and business teams to activate customer data at scale. The platform combines customer data capabilities with AI technology for use by enterprise organizations.

AI & Machine LearningData & InfrastructureEnterprise SoftwareMarketing TechSan Francisco, US

Kashish Gupta(Founder)inTejas Manohar(Founder)inJoshua Curl(Founder)in

<UNKNOWN>

CybersecurityDeveloper ToolsEnterprise Software<UNKNOWN>, IL

Confluent provides a cloud-native platform for real-time data streaming and movement, enabling organizations to connect applications and respond to business events as they occur. The platform serves as a central infrastructure layer for handling continuously flowing data across enterprise systems.

AI & Machine LearningCloud ComputingData & InfrastructureEnterprise SoftwareMountain View, US

Sakana AI develops frontier AI research and products, including large language models, multi-agent orchestration systems, and AI solutions tailored for Japanese enterprises and public sector organizations.

AI & Machine LearningDeep TechDefense TechTokyo, JP

David Ha(Co-Founder & CEO)Ren Ito(Co-Founder & Chairman)Llion Jones(Co-Founder & CTO)

Sardine provides a fraud investigation platform that contextualizes risk across customers, devices, transactions, and businesses within an organization's ecosystem. The platform uses AI agents, device intelligence, and network data to help financial institutions and payment platforms detect coordinated abuse, unauthorized activity, and fraud at scale.

AI & Machine LearningCybersecurityFintech