Materialized View Capital — Full Portfolio

Arlo provides on-demand healthcare access through an AI agent that connects users to providers for consultations, prescriptions, labs, and referrals, integrating personal health data (such as WHOOP sleep and stress metrics) into the clinical process.

AI & Machine LearningDigital HealthHealthtech

Bauplan is an execution layer that lets AI agents and engineers build, validate, and ship data pipelines on production data using isolated branches, atomic publishes, and rollback.

AI & Machine LearningData & InfrastructureDeveloper ToolsSan Francisco, US

JTJacopo Tagliabue(Co-founder & CTO)inMPMattia Pavoni(Co-founder & COO)inCGCiro Greco(Co-founder & CEO)in

Co-investorsPRPruVen Capital PartnersADAditya AgarwalINInnovation EndeavorsSOSouth Park Commons

Bemi provides an automatic audit trail for PostgreSQL databases, capturing and storing data changes and enriching them with application context through integrations with ORMs like Prisma and TypeORM.

Data & InfrastructureDeveloper ToolsSaaSSan Francisco, US

Evgeny Li(Executive Officer, Director)Arjun Lall(Executive Officer, Director)

Bruin is a data platform that connects to databases, CRMs, analytics, and billing systems to provide instant insights and dashboards.

AI & Machine LearningData & InfrastructureDeveloper ToolsSaaSBerlin, DE

BKBurak Karakan(Founder)inSabri Karagönen(Founder)

Co-investorsLULunar VenturesTETechstars

San Francisco, US

Subrata (Subu) Biswas(Founder)Vishal D(Founder)

Co-investorsBRBreakwater VenturesSPSpider Capital

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.

AI & Machine LearningCloud ComputingData & InfrastructureDeveloper ToolsEnterprise SoftwareMountain View, US

NNNeha Narkhede(Founder)inJKJay Kreps(Founder)inJRJun Rao(Founder)inEdward (Jay) Kreps(Executive Officer, Director, Promoter)

BoardMatthew Miller(Director)EVEric Vishria(Director)in

Co-investorsALAlkeon InnovationALAltimeter CapitalARArtisanal VenturesAXAxevil CapitalBABattery VenturesCOCoatue Management+17 more

Donobu is a local-first testing platform that explores a website, detects issues, and automatically writes and maintains Playwright browser tests.

AI & Machine LearningDeveloper ToolsSaaSRedwood City, US

Vasusen Patil(Executive Officer, Director, Promoter)inJustin Fraize(Executive Officer, Director, Promoter)

Co-investorsGAGaruda VenturesSWSwift Ventures

Dosu provides knowledge infrastructure that automatically captures and maintains documentation for engineering teams and their AI coding agents.

AI & Machine LearningDeveloper ToolsSaaSSan Francisco, US

DSDevin Stein(CEO & Founder)in

BoardDTDavis Treybig(Director)in

Co-investorsVAVarion VenturesINInnovation Endeavors

Data platform for multi-agent applications.

San Francisco Bay Area, US

JAJames Arthur(Founder)inValter Balegas(Founder)KMKyle Mathews(Co-founder & CPO)inSWSam Willis(Co-founder & CDO)in

Co-investorsLULunar Ventures

Empathic builds Pathbase, a tool for inspecting, sharing, and continuing AI agent sessions by making an agent's hidden work visible.

AI & Machine LearningDeveloper Tools

Co-investorsIRIrregular Expressions

Daft is a data processing platform that transforms raw multimodal data (video, images, audio, sensor data) into training-ready datasets in a single pipeline.

AI & Machine LearningData & InfrastructureDeep TechDeveloper ToolsEnterprise SoftwareSan Francisco, US

SSSammy Sidhu(Founder)inJCJay Chia(Founder)inTony Wang(Founder)Patrick Ames(Founder)Ritvik Kapila(Founder)Maurice Weber(Founder)

Co-investorsALAlumni VenturesARArray Ventures Management LlcBABasis Set VenturesCRCRV (Charles River Ventures)FEFelicis VenturesY Y Combinator+12 more

Fiveonefour builds tooling focused on agent experience (AX), helping developers ship software that AI agents can use effectively.

AI & Machine LearningDeveloper ToolsSaaSPortland, US

Timote Gelinas Delisle(Executive Officer, Director, Promoter)Chris Crane(Founder)inNJNicolas Joseph(Founder)in

BoardNLNan Li(Director)in

Co-investorsFLFlybridge Capital PartnersVEVermilion Cliffs Ventures6 6 Dimensions CapitalDIDimension CapitalRIRidge VenturesSTStage 2 Capital

Gable builds a data collaboration platform centered on data contracts, integration and unit testing, diffs, and monitoring to catch data quality issues at upstream sources before they reach analytical environments.

AI & Machine LearningCybersecurityData & InfrastructureDeveloper ToolsSaaS

DDDaniel Dicker(Founding Engineer)inChad Sanderson(Co-founder & CEO)inJFJames Frost(Co-founder & CPO)inAdrian(Co-founder & CTO)

Co-investorsANAngel Collective Opportunity FundB B Capital GroupB4B4 CapitalCRCrane Venture PartnersINIn-Q-TelINInvest In Data+4 more

Gauge provides tools and analytics for monitoring and measuring brand presence and performance within AI systems.

AI & Machine LearningEnterprise SoftwareMarketing TechSaaSSan Francisco, US

CBCaelean Barnes(CEO)inEDEvan Doyle(CTO)inGGrantinEEthaninFFarbodinGrant Evans(Founding Eng)

Co-investorsASAscend Venture CapitalPIPioneerY Y CombinatorANAndreessen HorowitzGOGopher US VentureHGHG Ventures+2 more

Greybeam builds a compute layer that optimizes query costs for data warehouses, reducing expensive cloud database usage by routing queries away from data warehouses when more efficient alternatives exist.

AI & Machine LearningCloud ComputingData & InfrastructureSaaS

KCKyle Cheung(Founder)in

Co-investorsFOFounder CollectiveCOComposed Ventures LPSISignalFire

Drata provides a GRC platform that uses autonomous AI agents to automate compliance, manage internal and third-party risk, and continuously monitor and prove an organization's security posture.

AI & Machine LearningCybersecuritySaaS

Co-investorsARArray Ventures Management LlcRIRipple Ventures

Kevin Van Gundy(Founder)Ryan Fox Tyler(Founder)

Co-investorsABAbstract VenturesSISignalFire8-8-Bit CapitalCRCRV (Charles River Ventures)UNUncorrelated Ventures

Kenn builds agentic development and knowledge systems for software engineers working with AI coding agents.

AI & Machine LearningData & InfrastructureDeveloper Tools

Wes McKinney(Founder / Lead)

Co-investorsEVEval Ventures Fund

LaserData provides data infrastructure for real-time and AI-native systems, letting developers stream, store, query, and coordinate distributed systems and AI agents on a durable log-based foundation through a typed SDK.

AI & Machine LearningData & InfrastructureDeveloper Tools

Loophole Labs is a systems infrastructure company that builds Architect, a Kubernetes platform for pod hibernation and live migration of workloads across nodes, zones, and clouds to avoid spot instance preemption and cold starts.

Cloud ComputingData & InfrastructureDeveloper ToolsNew York, US

Shivansh (Shiv) Vij(Founder & CEO)

Co-investorsCECervinDEDeep AcrePEPeak XV PartnersHAHaystack

Meroxa builds real-time data integration and streaming tools to help organizations liberate data from silos and create data-driven applications.

Cloud ComputingData & InfrastructureDeveloper ToolsEnterprise SoftwareSaaS

DBDeVaris Brown(Founder)inAli Hamidi(Founder)

Co-investorsAMAmplify PartnersDRDrive CapitalRORoot Ventures Manager, LlcWEWellington ManagementADAdditionHAHatzimemos/Libby+5 more

Modal provides a cloud platform that lets developers define compute, hardware, and application logic in Python and deploy to the cloud, with fast-booting containers and autoscaling GPUs.

AI & Machine LearningCloud ComputingDeveloper ToolsNew York, US

EBErik Bernhardsson(Founder)inABAkshat Bubna(Founder)inSeth Zelnick(Executive Officer)inAKAaron Krane(Founder)in

BoardPCPatrick Chase(Director)inSCSarah Catanzaro(Director)in

Co-investorsAMAmplify PartnersGEGeneral CatalystLULux CapitalRERedpoint VenturesCRCreandumABAbstraction Capital+23 more

Nile is a Postgres database re-engineered for B2B and multi-tenant applications, offering virtual per-tenant databases on a single Postgres instance with built-in tenant isolation, autoscaling, and support for vector embeddings via pgvector.

AI & Machine LearningData & InfrastructureDeveloper ToolsSan Francisco, US

Gwen (Chen) Shapira(Founder)inSriram Subramanian(Founder)inGwen Shapira(Founder)

Co-investors8V8VCAFAfricInvest

Nuon is a platform that lets software developers run their applications natively inside their customers' cloud accounts, supporting the BYOC (Bring Your Own Cloud) deployment model for B2B applications.

Cloud ComputingDeveloper ToolsEnterprise SoftwareBeverly Hills, US

JMJon Morehouse(Founder)inJWJames Wu(Director)in

BoardAMAndrew McLoughlin(Director)in

Co-investorsALAlumni VenturesDEDeep AcreHAHawk Hill VenturesIMImpossible FinanceMAMantis CapitalNKNKECHI IREGBULEM+6 more

Oleander is a serverless data platform that separates data storage from compute, keeping tables in Apache Iceberg (or connected catalogs) while automatically selecting the engine and capacity for each workload across DuckDB, Polars, Spark, and its native DataFusion engine.

AI & Machine LearningCloud ComputingData & Infrastructure

ParadeDB is a Postgres extension that adds full-text search, vector retrieval, and aggregation capabilities to PostgreSQL databases.

Data & InfrastructureDeveloper ToolsEnterprise SoftwareSan Francisco, US

PNPhilippe Noël(Founder)inMYMing Ying(Founder)in

Co-investorsCRCraft VenturesTETeam Ignite VenturesY Y CombinatorGEGeneral CatalystLYLynett Capital PartnersSUSusa Ventures+2 more

Prefect builds intelligent workflow orchestration infrastructure that manages mission-critical automated workflows for teams balancing flexibility with reliability.

AI & Machine LearningData & InfrastructureDeveloper ToolsEnterprise SoftwareWashington, US

JLJeremiah Lowin(Founder)in

BoardPatrick W. OShaughnessy(Director)

Co-investorsBEBessemer Venture PartnersGRGreen Meadow VenturesPOPositive Sum CapitalRARachel Zoe VenturesVAValor Equity PartnersCHChemistry+1 more

Quill provides a suite of tools for building customer-facing dashboards, including a React library, API, and management platform.

Data & InfrastructureEnterprise SoftwareSaaSSan Francisco, US

SMShawn Magee(Founder)inRRRishi Raman(Founder)inMadhura Kumar(Founder)inMichael Daugherty(Founder)JZJo Zhu Kennedyin

Co-investorsBABasis Set VenturesCYCypress Growth CapitalINIndex VenturesM1M13Y Y Combinator50500 Global+10 more

Reboot is an open-source (Apache 2.0) framework for building backend applications where the domain model is the running application, letting developers review and test AI-agent-written code at the level of named domain types and plain-English behaviors.

AI & Machine LearningCloud ComputingDeveloper Tools

Benjamin Hindman(Founder)in

Co-investorsEVEval Ventures Fund46468 CapitalESEssence Venture Capital

Responsive works on database technology aimed at reducing the complexity and cost of software by rethinking how databases are built and consumed.

Data & InfrastructureDeveloper ToolsMenlo Park, US

Apurva Mehta(Founder)Rohan Desai(Founder)in

S2.dev builds infrastructure services and tools for developers.

Cloud ComputingData & InfrastructureDeveloper ToolsEnterprise SoftwareSan Francisco, US

SBShikhar Bhushan(CEO)inSBStephen Balogh(CTO)inDGDwarak Govind Parthiban(Founder)inMAMehul ArorainCCCristian Caciucin

Co-investorsEIEight CapitalGRGrayscale VenturesOROrange CollectivePIPioneerTRTranspose Platform ManagementUNUncorrelated Ventures+11 more

Signadot provides a Kubernetes-native developer platform that simplifies the development of cloud-native applications by enabling faster feedback loops and collaborative testing at scale.

AI & Machine LearningCloud ComputingData & InfrastructureDeveloper ToolsEnterprise SoftwareSan Francisco, US

AIArjun Iyer(Founder)inARAnirudh Ramanathan(Founder)inAnthony Yeh(Senior Software Engineer)David Polstra(Marketing Director)

Co-investorsRERedpoint VenturesY Y CombinatorALAllison Pickens VenturesESEssence Venture CapitalRERenegade PartnersTITifo+1 more

Spiral is a multimodal data platform designed for frontier AI applications that handles video, images, audio, embeddings, point clouds, sensor streams, tables, and text at machine scale.

AI & Machine LearningData & InfrastructureNew York City, US

Nicholas Gates(Founder)Robert Kruszewski(Founder)Will Manning(Founder)inNick Gates(Founder)Rob Kruszewski(Founder)

Co-investorsAMAmplify PartnersANAngel Collective Opportunity FundBOBoxGroupGEGeneral CatalystTETechstars

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

KGKishore Gopalakrishna(Founder)inXFXiang Fu(Founder)in

Co-investorsBABain Capital VenturesBRBreakpoint CapitalCRCRV (Charles River Ventures)INInvest In DataNONotable CapitalSASapphire Ventures+4 more

Subtrace is a tool that captures and displays HTTP traffic to and from running processes in real time without requiring code modifications or elevated permissions.

Developer ToolsEnterprise SoftwareSan Francisco, US

ACAdhityaa Chandrasekar(CEO)inSSSachin Sridhar(CTO)in

Co-investorsNONorthside VenturesPIPioneerRORoot Ventures Manager, LlcTRTranspose Platform ManagementY Y CombinatorLILiquid Ventures+2 more

Tabsdata provides a data platform architecture built around immutable versioned tables and execution-native lineage, designed to enable AI agents to operate safely by making data changes traceable, auditable, and rollback-capable.

AI & Machine LearningData & InfrastructureEnterprise SoftwareSunnyvale, US

Alejandro AbdelnurArvind Prabhakar

Co-investorsLALaude Ventures

Open lakehouse storage platform by the creators of Apache Iceberg (Databricks)

Daniel Weeks(Founder)Jason Reid(Founder)Ryan Blue(Founder)

Co-investorsANAndreessen HorowitzESEssence Venture CapitalSUSunflower Capital Management FundSVSV AngelUNUnusual VenturesVAValkyrie Ventures Management, Llc+2 more

Tensorlake provides composable cloud infrastructure for AI agents, offering isolated microVM sandboxes, a versioned POSIX filesystem, hosted Git that scales to millions of repositories, and orchestration for long-running agentic workflows.

AI & Machine LearningCloud ComputingDeveloper Tools

Co-investorsHAHawk Hill Ventures

TigerBeetle is a specialized transactions database designed for online transaction processing (OLTP) with focus on safety and performance.

Cloud ComputingData & InfrastructureFintechSan Francisco, US

JGJoran Greef(Founder & CEO)inDavid Gardiner(Director, Promoter)Joran Dirk Greef(Founder)

Co-investorsSPSpark CapitalAMAmplify PartnersCOCoil

Tigris provides a global, multi-cloud storage platform built on proprietary hardware for developers.

AI & Machine LearningCloud ComputingData & InfrastructureDeveloper ToolsSunnyvale, US

YFYevgeniy Firsov(Founder)inHCHimank Chaudhary(Founder)inOTOvais Tariq(Founder)in

Co-investorsANAndreessen HorowitzANAngel Collective Opportunity FundBABasis Set VenturesGEGeneral CatalystAMAmplify PartnersSPSpark Capital

TopCoat Data built a data analytics platform that integrates with dbt to help data analysts and engineers create custom data reporting, visualizations, and analytical applications for external audiences.

AI & Machine LearningData & InfrastructureSaaS

Seth Rosen(Co-founder & CEO)Josh Rosen(Co-founder)

Co-investorsBOboldstart ventures

Tower is a fully-managed data flow orchestration platform that lets teams build Pythonic control flows and agentic workflows, with observability, logging, alerting, and metrics.

AI & Machine LearningData & InfrastructureDeveloper ToolsBerlin, DE

BHBrad Heller(Founder)inSSSerhii Sokolenko(Founder)in

Co-investorsCECelero Ventures Ltd.DIDig Ventures Management LimitedRORoosh Ventures

dbt (part of Fivetran) provides a SQL-based data transformation platform that lets data teams build modular, tested, version-controlled data pipelines with interactive lineage, automated refactoring, and orchestration.

AI & Machine LearningData & InfrastructureDeveloper ToolsSaaSSeattle, US

Nick Handel(Founder)inThomas Chiarella(Executive Officer, Director)

Co-investorsFIFirebolt Ventures Management Company, LlcKEKeiretsu ForumLILightspeed India Partners

Typedef builds a data context layer that compiles a semantic ontology of an organization's data platform — definitions, pipelines, dashboards, and systems — from code to trace lineage and verify AI-generated answers and data changes before they ship.

AI & Machine LearningData & InfrastructureEnterprise Software

Kostas Pardalis(Founder)Yoni Michael(Founder)

Co-investorsPEPear VCTOTokyo BlackVEVerissimo Ventures

Vakamo builds and maintains Lakekeeper, an open-source Apache Iceberg REST Catalog written in Rust that enforces data access policy on every request before any data is read, serving as a governance layer across query engines and AI agents.

CybersecurityData & InfrastructureEnterprise Software

WarpStream is a Kafka-compatible data streaming platform purpose-built for cloud environments, offering cost-effective, scalable, and easy-to-operate infrastructure for data streaming use cases including observability, AI, and analytics.

Cloud ComputingData & InfrastructureDeveloper Tools

Ryan Worl(Founder)inRARichard Artoul(Founder)inJKJay Kreps(CEO & Co-Founder, Confluent (parent company))

Co-investorsAMAmplify PartnersGRGreylock Partners

Wild Moose builds an AI-powered on-call copilot that automates root cause analysis for production incidents, designed for engineering teams in fast-moving environments.

AI & Machine LearningDeveloper ToolsEnterprise SoftwareSaaSNew York City, US

YDYasmin Dunsky(Founder)inRSRoei Schuster(Founder)inTTTom Tytunovich(Founder)in

Co-investorsICICON - Israel Collaboration NetworkPIPioneerY Y CombinatorF2F2 Venture CapitalFOFormulate VenturesIAiAngels+5 more

Wildcard helps ecommerce and retail teams monitor how their products appear in AI shopping systems, identify improvements needed, and measure the impact on commercial outcomes.

AI & Machine LearningDeveloper ToolsE-commerceEnterprise SoftwareMarketing TechRetail TechSan Francisco, US

KMKaushik Mahorker(CEO)inKaty Drake Bettner(Founder)Paul Bettner(Founder)Yagnya Patel(CTO)

Co-investorsY Y CombinatorALAlliance DAO (ex DeFi Alliance)ALAltaIR CapitalBABaidu VenturesFOFounder CapitalGOGood News Ventures+3 more

xFabric is an AI lab that builds "world models" of a company's production software environment—connecting code, configuration, infrastructure, and policy—to power products that can understand and act on that software.

AI & Machine LearningDeep TechDeveloper Tools

Xorq provides a shared, executable semantic catalog and multi-engine execution layer that lets AI agents run governed queries against enterprise data warehouses (Snowflake, Databricks, Postgres, DuckDB, S3) with verification, lineage tracing, and caching.

AI & Machine LearningData & InfrastructureDeveloper Tools

Co-investorsLULunar Ventures

Zenskar offers an AI-native platform that automates billing, invoicing, usage-based and subscription pricing, revenue recognition, and financial analytics for finance teams at growing companies.

AI & Machine LearningFintechSaaS

ABApurv Bansal(Founder)inSASaurabh Agarwal(Cofounder & CPTO)SASaurabh Agrawal(Founder)in

Co-investorsALAlumni VenturesBEBessemer Venture PartnersCOConvergeFUFuture Back VenturesMAMana VenturesRHRho Ventures+4 more

Zipline is a data infrastructure platform built on the open-source Chronon project that lets engineering teams build, deploy, and monitor real-time data pipelines, features, and embeddings for AI agents and ML models.

AI & Machine LearningData & InfrastructureDeveloper ToolsUnion City, US

Nikhil Simha Raprolu(Executive Officer, Director, Promoter)NSNikhil Simha(Co-Founder & CTO)inVZVarant Zanoyan(Co-Founder & CEO)inPNPiyush Narang(Chief Architect)in

BoardCZChris Zeoli(Director)in

Co-investorsBOBoxGroupTWTwine VenturesWIWingANAndreessen HorowitzBABaillie GiffordFIFidelity Investments+8 more