Night Capital — Full Portfolio

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

BCBrian Chesky(Airbnb Co-founder and Chief Executive Officer)inNBNathan Blecharczyk(Airbnb Co-founder and Chief Strategy Officer)inJGJoe Gebbia(Airbnb Co-founder)inJGJoe G.(Founder)inBJBelinda Johnson(Executive Officer)inLTLaurence Tosi(Chief Financial Officer)in

PartnerKevin Carter· solo GP

Co-investors13137 VenturesA.A.Capital VenturesA*A*ACACME CapitalAGAglae VenturesALAllied Venture Partners+57 more

Amplitude develops an AI-powered analytics platform available over the internet that helps customers analyze product data through features like natural language querying, trend summaries, and insights generation.

Curtis Liu(Chief Technology Officer, Director)Spenser Skates(Chief Executive Officer, President and Director)

PartnerKevin Carter· solo GP

Cerebras designs and manufactures wafer-scale AI processors and systems for data centers, enabling high-speed AI training and inference workloads.

AI & Machine LearningDeep TechHardwareSemiconductorsSunnyvale, US

AFAndrew Feldman(Chief Executive Officer and Co-Founder)inGLGary Lauterbach(Chief Technology Officer, Emeritus and Co-founder)inMJMichael James(Chief Architect, Advanced Technologies and Co-Founder)inSLSean Lie(CTO and Co-Founder)inJFJean-Philippe Fricker(Chief System Architect and Co-Founder)in

PartnerKevin Carter· solo GP

Co-investors202080 VenturesAUAurum Venture PartnersB B CapitalBLBlack Opal VenturesCOCongruent VenturesDIDisruptive Ventures+12 more

DoorDash operates a restaurant delivery platform that connects customers with dining establishments across hundreds of cities in North America through a logistics network.

ConsumerE-commerceFoodTechMarketplacesSan Francisco, US

TXTony Xu(Co-founder & CEO)inAFAndy Fang(Co-founder & CTO)inSTStanley Tang(Co-founder & CPO)inGNGergely Nemeth(Senior Engineering Manager)in

PartnerKevin Carter· solo GP

Co-investorsA*A*BOBoxGroupBRBrave CapitalCOCoatue ManagementCRCRV (Charles River Ventures)DADay One Ventures+24 more

Dropbox provides a cloud-based platform where individuals, teams, and organizations store, organize, share, and collaborate on content across devices and integrated third-party applications.

Arash FerdowsiDrew Houston(Chief Executive Officer, Co-Founder, and Chair)Ross Tennenbaum(Chief Financial Officer)William Yoon(Chief Legal Officer)Ali Dasdan(Chief Technology Officer)Eric Webster(Chief Business Officer)

PartnerKevin Carter· solo GP

Instacart operates a marketplace connecting grocery retailers with customers who order food and household items for same-day delivery or in-store pickup, serving millions of households across North America through partnerships with over 350 retailers.

ConsumerE-commerceFoodTechSan Francisco, US

AMApoorva Mehta(Founder & CEO)inBLBrandon Leonardo(Founder)inMMMax Mullen(Founder)in

PartnerKevin Carter· solo GP

Co-investorsA*A*ANAndreessen HorowitzBABACKGROUND CAPITALBLBling CapitalBRBright Pixel CapitalCACanaan Partners+29 more

Opendoor offers instant cash offers for residential properties through real estate agents, allowing sellers to choose between a fast sale or list the home later.

B2B MarketplacesE-commerceMarketplacesPropTechPhoenix, US

EWEric Wu(Co-founder)inKRKeith Rabois(Co-founder)inKNKaz Nejatian(Chief Executive Officer)in

PartnerKevin Carter· solo GP

Co-investorsA*A*ANAndreessen HorowitzBLBlue Lion GlobalCOCoatue ManagementCRCrunchFundFEFelicis Ventures+23 more

PagerDuty provides a platform for incident response and operations management that enables teams across technical and business functions to respond to critical events in real time.

AI & Machine LearningCloud ComputingDeveloper ToolsEnterprise SoftwareSaaSSan Francisco, US

ASAlex Solomon(Founder/CTO)inDan Alexandru Solomon(Director)JTJennifer Tejada(Executive Chair)inSGSteven Gatoff(Executive Officer)inJDJohn DiLullo(Chief Executive Officer)in

BoardJohn O'Farrell(Director)

PartnerKevin Carter· solo GP

Co-investorsACAccelANAndreessen HorowitzAUAurumBABaseline VenturesBEBessemer Venture PartnersBLBling Capital+14 more

Pinterest operates a visual discovery platform where users save and browse images organised into boards, used heavily for shopping, recipes and design.

San Francisco, US

ESEvan Sharp(Co-founder & CDO)BSBen Silbermann(Co-founder & CEO)inPSPaul Sciarra(Co-founder)Mike Yang(Executive Officer)Natalie Fair(Executive Officer)BRBill Readyin

PartnerKevin Carter· solo GP

Co-investorsA.A.Capital VenturesA*A*ACAcequia Capital (AceCap)ALAllied Venture PartnersAMAmakorANAndreessen Horowitz+52 more

Twilio provides a cloud-based communications platform that enables businesses to integrate voice, messaging, and video into applications using APIs.

Cloud ComputingDeveloper ToolsEnterprise SoftwareSan Francisco, US

JLJeff Lawson(Co-Founder & Chief Executive Officer)inEvan Cooke(Director)JWJohn WolthuisinLKLee Kirkpatrick(Chief Financial Officer)inRNRoy Ng(Executive Officer)inKSKaryn Smith(Executive Officer)in

PartnerKevin Carter· solo GP

Co-investors50500 GlobalBEBessemer Venture PartnersDRDraper AssociatesFOFounders Circle CapitalFOFounders FundICIcon Ventures+16 more

Warby Parker is a direct-to-consumer eyewear retailer offering prescription eyeglasses, sunglasses, contacts, and eye exams at affordable prices, with a home try-on service and flexible return policy.

Direct to ConsumerRetail Tech

Dave Gilboa(Founder)inNBNeil Blumenthal(Co-Chair of the Board, Co-Founder and Co-Chief Executive Officer)inAndrew Hunt(Co-Founder and Director)inJeffrey Raider(Co-Founder and Director)

PartnerKevin Carter· solo GP

Co-investorsFEFelicis VenturesFOForerunner VenturesGRGrace Beauty CapitalICICONIQK2K2 GlobalLELerer Hippeau+8 more

Opal develops an operating system focused on aligning computers with human well-being and managing attention.

ConsumerFuture of WorkSaaSWellness & Fitness

KSKenneth Schlenker(Founder)in

Co-investorsSPSpeedinvestISIsaiISISAI Gestion

Opal is an app that automatically manages technology usage by allowing users to block distracting apps on phones and desktops while tracking focus, sleep, and rest metrics to promote digital wellness and productivity.

ConsumerDeveloper ToolsDigital HealthWellness & Fitness

KSKenneth Schlenker(Founder)in

PartnerKevin Carter· solo GP

Co-investorsSPSpeedinvest

Tofu builds an identity verification system for hiring that validates applicants' credentials to prevent fraud and deepfakes in the recruitment process.

AI & Machine LearningCybersecurityHR Tech

PartnerKevin Carter· solo GP

Co-investorsFOFounder CollectiveRIRitual CapitalSLSlow VenturesGEGeneral CatalystWAWayfinder Ventures

Mowito develops physical AI models for robotic arms that enable factory automation by learning assembly tasks from minimal demonstrations, requiring no hardware modifications and allowing floor operators to reconfigure tasks independently.

Advanced ManufacturingAI & Machine LearningCloud ComputingRoboticsSector AgnosticBangalore, IN

RRRazvan RomaninPuru Rastogi(CEO)inSafar(CTO)inAAditya(CBO)in

Co-investorsALAll In CapitalISiSeedPRPrecursor VenturesVEVersion One VenturesKEKensington Capital Partners LimitedRBRBCx+3 more

Applied Intuition develops physical AI software for autonomous and intelligent machines, including vehicles, robots, ships, and satellites across industries like automotive, defense, logistics, and manufacturing.

AI & Machine LearningDeep TechDeveloper ToolsEnterprise SoftwareRoboticsSunnyvale, US

QYQasar Younis(Co-founder and CEO)inPLPeter Ludwig(Co-founder and CTO)in

PartnerKevin Carter· solo GP

Co-investors13137 VenturesANAndreessen HorowitzCOCoatue ManagementELElad GilEQEQUIAMFLFloodgate+22 more

AstroForge is a space mining company that extracts platinum group metals and other valuable materials from asteroids to integrate into Earth's supply chains.

Deep TechHardwareNew MaterialsSpace Tech

MGMatt Gialich(CEO and Co-Founder)in

PartnerKevin Carter· solo GP

Co-investorsAEAera VCAMAmbush CapitalINIndustrious Ventures46468 CapitalCACaladanUNUncorrelated Ventures+1 more

Cascade Space develops software tools and infrastructure for designing, building, testing, and operating spacecraft communication systems.

Advanced ManufacturingDeveloper ToolsHardwareSaaSSpace TechSan Francisco, US

JPJacob Portukalian(Founder)inAAArlen Abraham(Founder)in

PartnerKevin Carter· solo GP

Co-investorsHAHAWKTAILTRTRAC (Third Round Analytics Capital)Y Y CombinatorUNUndeterred Capital

Checkr provides background verification and fraud detection services for hiring, loan approvals, insurance, and tenant screening decisions.

AI & Machine LearningEnterprise SoftwareHR TechSaaSSan Francisco, US

DYDaniel Yanisse(Founder/CEO)inJPJonathan Perichon(Founder)in

BoardAli Rowghani(Director)RWRichard Wong(Director)in

PartnerKevin Carter· solo GP

Co-investorsACAccelACActivant CapitalCOCoatue ManagementDCDCVC (Data Collective)EAEarl Grey CapitalGVGV (Google Ventures)+12 more

Codes Health provides medical record retrieval and case analysis services for plaintiff law firms.

AI & Machine LearningEnterprise SoftwareHealthtechLegalTechNew York City, US

CDCody Durr(Founder)inAMAustin Mills(Founder)in

Co-investorsY Y CombinatorGEGeneral CatalystHAHaystack

Codes Health provides medical record retrieval services for plaintiff law firms, using AI and human-assisted processes to obtain complete medical records, billing documents, and case summaries for settlement negotiations.

LegalTech

PartnerKevin Carter· solo GP

Co-investorsGEGeneral CatalystHAHaystackY Y Combinator

CSChristian Salem(Founder)in

PartnerKevin Carter· solo GP

Co-investorsALAlbum VCDRDraper AssociatesGRGreatPoint VenturesPAPath VenturesPRPrime VenturesUNUnion Square Ventures (USV)+1 more

Credit Karma is an AI-powered personal finance platform that provides free credit scores, credit monitoring, cashflow insights, and financial marketplace services to help consumers understand and manage their finances.

AI & Machine LearningConsumerFintechSan Francisco, US

KLKenneth Lin(Founder & CEO)inNMNichole MustardinRGRyan Gracianoin

PartnerKevin Carter· solo GP

Co-investors50500 GlobalARArcher Capital GroupARArcher Venture CapitalCACapitalGFEFelicis VenturesFOFounders Fund+7 more

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

AGAli Ghodsi(Co-founder & CEO)inIon Stoica(Executive Officer, Director, Promoter)inMZMatei Zaharia(Executive Officer, Director, Promoter)inRXReynold Xin(Founder)inPWPatrick Wendell(Founder)inAKAndy Konwinski(Founder)in

PartnerKevin Carter· solo GP

Co-investors13137 VenturesA.A.Capital VenturesAGAglae VenturesALAlkeon InnovationALAltra VentureAMAmplify Partners+71 more

Deel is a global HR platform that enables businesses to hire, onboard, and manage employees and contractors across borders.

Enterprise SoftwareFintechFuture of WorkHR TechSaaSSan Francisco, US

ABAlex Bouaziz(Founder/CEO)inSWShuo Wang(Founder/CRO)inAlexandre Bouaziz(Executive Officer, Director, Promoter)Ofer Simon(Former Co-Founder)PBPhilippe Bouaziz(Executive Officer, Director, Promoter)in

BoardAAAnish Acharya(Director)in

PartnerKevin Carter· solo GP

Co-investorsALAlpha Square GroupALAltaIR CapitalAMAmplo VenturesANAndreessen HorowitzCOCoatue ManagementELElad Gil+34 more

Durable provides a platform for individuals to start and run small businesses by consolidating websites, branding, lead generation, and payments in one place.

AI & Machine LearningFuture of WorkMarketing TechSaaSVancouver, CA

JCJames Clift(Founder)in

PartnerKevin Carter· solo GP

Flow Club is a virtual coworking platform that facilitates focused productivity through live, structured sessions using body doubling and the Pomodoro Technique.

Enterprise SoftwareFuture of WorkSaaSWellness & FitnessSan Francisco, US

DTDavid Tran(Founder)in

PartnerKevin Carter· solo GP

Co-investorsY Y CombinatorDADay One VenturesHUHustle FundHYHyphen CapitalNONOMO VenturesSOSoma Capital+1 more

Grant Lee(Founder)inJon Noronha(Founder)inJFJames Fox(Founder)in

PartnerKevin Carter· solo GP

Co-investorsACAccelAFAfore CapitalANAndreessen HorowitzHYHyphen CapitalIVIVP (Institutional Venture Partners)LOLorimer Ventures+6 more

Gusto provides payroll processing, employee benefits administration, and HR management tools to businesses, offering integrated software alongside support services for these functions.

Enterprise SoftwareHR TechSan Francisco, US

JRJosh Reeves(Founder/CEO)inEKEdward Kim(Founder/Empowering Gusto's Engineering Team)inTLTomer London(Founder/; Empowering Gusto's Product and Design Teams)in

PartnerKevin Carter· solo GP

Co-investors13137 VenturesA*A*ACAcrew CapitalAKAkkadian VenturesASAspect VenturesAUAurum+48 more

US direct-to-consumer telehealth company selling prescription and OTC treatments online by subscription; NYSE-listed as HIMS.

JAJack Abraham(Co-founder)in

PartnerKevin Carter· solo GP

Co-investors7G7GC & Co8V8VCA-A-Rod CorpATAtomicBRBrentwood AssociatesCACAVU Consumer Partners+17 more

Hugging Face is a collaboration platform that hosts and provides access to machine learning models, datasets, and applications.

AI & Machine LearningCloud ComputingDeveloper ToolsBrooklyn, US

JCJulien Chaumond(Executive Officer, Director)inCDClement Delange(Executive Officer, Director)CDClément Delangue(Co-founder & CEO)inTWThomas Wolf(Co-founder & CSO)in

PartnerKevin Carter· solo GP

Co-investorsA.A.Capital VenturesAIAIX VenturesBEBetaworksCOCoatue ManagementCOConnetic VenturesFEFelicis Ventures+18 more

humans& is a frontier AI lab focused on building human-centric AI systems that prioritize people and their relationships, emphasizing innovations in reinforcement learning, memory, and user understanding to create AI that strengthens organizations and communities.

AI & Machine LearningEnterprise SoftwareSaaSEl Segundo, US

EZEric Zelikman(Co-founder)inNoah Goodman(Founder)inAlaarif Nooruldeen(Executive Officer, Director)

BoardKristen Green(Director)Allen Mask(Director)Jonathan Ellman(Director)

PartnerKevin Carter· solo GP

Co-investorsGVGV (Google Ventures)S3S32SVSV AngelNVNVIDIAA.A.Capital VenturesCHChamaeleon+7 more

The Imperial Hotel is a historic six-room boutique hotel with three off-site cottage suites, located near the Shenandoah Valley AVA in California's Sierra Foothills gold country.

Travel & Hospitality

Inversion develops spacecraft and systems to establish Low-Earth Orbit as an on-demand logistics network for rapid global transportation and defense applications.

Advanced ManufacturingDefense TechHardwareLogistics & Supply ChainSpace TechLos Angeles, US

JFJustin Fiaschetti(Founder)inABAustin Briggs(Founder)in

PartnerKevin Carter· solo GP

Co-investorsSPSpark CapitalY Y CombinatorACACADEMY INVESTORAIAIN VenturesDADas & Co.DODorm Room+11 more

Kalshi operates a federally regulated futures exchange that allows users to trade contracts based on the outcomes of real-world events, creating a new market for event-based financial derivatives.

FintechNew York City, US

LLLuana Lopes Lara(Founder)inTMTarek Mansour(Co-founder & CEO)in

BoardALAlfred Lin(Director)inMSMichael Seibel(Director)inMHMatt Huang(Director)in

PartnerKevin Carter· solo GP

Co-investorsA1a16z cryptoALAlpha PartnersANAndreessen HorowitzCACapitalGCOCoatue ManagementCOConductive Ventures+27 more

Lassie provides software for doctors' offices to automate administrative tasks and office management.

AI & Machine LearningDigital HealthEnterprise SoftwareHealthtechSaaS

SPSteijn Pelle(Founder)in

PartnerKevin Carter· solo GP

Co-investorsANAndreessen HorowitzBABalderton CapitalFEFELIX CAPITALPAPassion CapitalSTStena Sessan

Mercury is an investor database listing venture capital investors and their sector focus areas.

Data & InfrastructureEnterprise SoftwareFintechSaaSSector Agnostic

IAImmad Akhund(Founder & CEO)inJZJason Zhang(Co-Founder and Chief Operating Officer)inMax Tagher(Co-Founder and Chief Technology Officer)in

PartnerKevin Carter· solo GP

Co-investors50500 GlobalANAndreessen HorowitzANAngel Collective Opportunity FundBEBetter Tomorrow VenturesBUBuilders + BackersCHChapter One+39 more

Monark builds infrastructure for private markets, providing brokerages, advisory platforms, and clearing firms with the technology to offer alternative investments such as pre-IPO equity, private credit, and real estate.

Data & InfrastructureEnterprise SoftwareFintechSaaSNew York, US

BHBen Haber(Chief Executive Officer, Co-Founder/Board Member)inPaul Davis(Chief Product Officer, Co-Founder/Board Member)inDBDan Bulka(General Counsel)inAlona Kornberg(Chief Compliance Officer)in

PartnerKevin Carter· solo GP

Co-investorsCOCommerce VenturesGAGaruda VenturesGRGrit Capital Partners

Notion offers a workspace platform for teams to manage projects, documentation, and tasks through customizable views like Gantt charts and Kanban boards.

AI & Machine LearningEnterprise SoftwareFuture of WorkSaaSSan Francisco, US

IZIvan Zhao(Founder)in

PartnerKevin Carter· solo GP

Co-investorsA.A.Capital VenturesA*A*DRDraft Ventures LlcFIFirst Round CapitalKEKearny JacksonLOLong Journey Ventures+11 more

Patreon is a membership platform that enables creators to build communities, share exclusive work, and monetize their output through direct fan support, eliminating algorithmic dependence.

Creator EconomyMarketplacesSaaSSan Francisco, US

JCJack Conte(Founder)inSYSam Yam(Founder)in

BoardDRDaniel Rimer(Director)inDick Costolo(Director)Goli Sheikholeslami(Director)Anne Raimondi(Director)

PartnerKevin Carter· solo GP

Co-investorsACAccompliceATAtelierCOCoatue ManagementCRCRV (Charles River Ventures)DEDefy PartnersDEDeviation Capital+12 more

Plenful is an AI platform that automates complex administrative workflows in pharmacy operations, designed for healthcare organizations and pharmacy teams.

AI & Machine LearningEnterprise SoftwareHealthtechSaaSSan Francisco, US

JLJoy Liu(Founder & CEO)in

PartnerKevin Carter· solo GP

Co-investorsARArtisanal VenturesBEBessemer Venture PartnersNONotable CapitalTQTq Ventures Llc

Polychrome acquires small to medium-sized B2B software businesses and works with founders to drive growth through hands-on go-to-market and operational support.

Enterprise SoftwareSaaS

PartnerKevin Carter· solo GP

Rally is a legal workflow platform that centralizes document management, version tracking, and secure information sharing in a single shared workspace for legal teams and their counsel.

LegalTechSaaS

PartnerKevin Carter· solo GP

Co-investorsBLBling CapitalINInovia CapitalLELegalTechMOMoxxie VenturesTHThomson Reuters Ventures

Rippling is a workforce management platform that unifies HR, IT, finance, and employee data across a business.

Enterprise SoftwareFuture of WorkHR TechSaaSSan Francisco, US

PCParker Conrad(Co-founder & CEO)inPSPrasanna Sankar(Co-founder & CTO)in

PartnerKevin Carter· solo GP

Co-investorsABAbstract VenturesAMAmino CapitalANAnsa CapitalBABain Capital Tech OpportunitiesBEBedrockBEBerkeley Frontier+33 more

Segment is a customer data platform that collects, unifies, and activates first-party customer data from multiple touchpoints, enabling businesses to create unified customer profiles and orchestrate personalized experiences across 750+ integrations and destinations.

Data & InfrastructureEnterprise SoftwareMarketing TechSaaSSan Francisco, US

IVIlya Volodarsky(Founder)inCalvin French-Owen(Cofounder)Peter Reinhardt(Cofounder)Ian Taylor(Cofounder)inJenn Garrett(Executive Officer)Andrew Beaird(Executive Officer)

PartnerKevin Carter· solo GP

Co-investorsACAccelCOConvergeFOFounders Circle CapitalGRGreycroftGVGV (Google Ventures)HEHeadline+7 more

PartnerKevin Carter· solo GP

ShoppingGives provides a social impact platform that enables businesses to integrate charitable giving into their commerce operations, allowing customers to donate at point of purchase or through customizable giving campaigns.

E-commerceImpact & Social GoodSaaS

RSRonny Sage(Founder and CEO)in

Co-investorsRERed Dog CapitalSESerena VenturesSEService Provider CapitalSUSummit Peak Ventures2020VCBABACKGROUND CAPITAL+7 more

Slack is an AI-powered communication platform that consolidates conversations, applications, and customer interactions in a single workspace for businesses.

Enterprise SoftwareFuture of WorkSaaSSan Francisco, US

CHCal Henderson(Co-founder & CTO)inSBStewart Butterfield(Co-founder & CEO)in

PartnerKevin Carter· solo GP

Co-investors191991 VenturesACAccelACACME CapitalACAcrew CapitalAGAglae VenturesANAndreessen Horowitz+36 more

Softmax builds AI systems based on organic alignment principles—the concept that agents remaining aligned with human values also maintain alignment with each other.

AI & Machine LearningDeep TechSector Agnostic

ESEmmett Shear(CEO & Founder)inDBDavid Bloomin(Founder)inYAYatharth Agarwal(Cofounder)inAGAdam Goldstein(Board Member and Founder Emeritus)in

PartnerKevin Carter· solo GP

Co-investorsJUJuniper Ventures Management, LlcLILifelike CapitalLILIONHEART VENTURESMYMythos Ventures Management, LlcSASancus VenturesSUSummit Peak Investments+2 more

Sotira operates a platform connecting retailers, manufacturers, and distributors to secondary market buyers to offload and monetize unsold or perishable inventory.

B2B MarketplacesCircular EconomyE-commerceFintechLogistics & Supply ChainMarketing TechMenlo Park, US

ABAmrita Bhasin(CEO)inGKGary Kwong(CTO)in

Co-investorsRIRitual CapitalTETechstarsK5K5 GlobalSOSoma CapitalUNUnusual Ventures

Spellbook develops AI-powered software for lawyers that integrates directly into Microsoft Word to automate contract drafting and review.

AI & Machine LearningLegalTech

SSScott Stevenson(Founder)inDDDaniel Di Maria(Founder)inMMMatt Mayers(Founder)in

PartnerKevin Carter· solo GP

Co-investorsBLBling CapitalCOConcrete VenturesGOGood News VenturesINInovia CapitalKHKhosla VenturesKIKillick Capital+5 more

PartnerKevin Carter· solo GP

Standard Bots builds six-axis industrial robots and application-specific automation cells for tasks such as CNC machine tending, welding, palletizing, pick and place, surface finishing, and inspection.

Advanced ManufacturingHardwareRobotics

EBEvan Beard(Founder)inDavid Golden(Founder)in

PartnerKevin Carter· solo GP

Co-investorsGEGeneral CatalystSASamsung Next46468 CapitalZEZeno Ventures

Standard Fleet offers payment and billing software for vehicle rental fleet operators, automating collections, fee calculation (EV charging, tolls, rental extensions, late fees), and payment enforcement through remote vehicle lock and immobilization.

FintechIoTLogistics & Supply ChainMobility & TransportationSaaS

Landon Moore(Co-founder)

PartnerKevin Carter· solo GP

Co-investorsHAHAWKTAILBUBurst CapitalCACanvas VenturesUNUncorrelated VenturesUPUP2398

Status is a social platform that lets users inhabit and interact within fantasy worlds, with over 3 million active users globally.

AI & Machine LearningConsumerGamingSocialNew York City, US

FNFai Nur(Founder)in

PartnerKevin Carter· solo GP

Co-investorsABAbstract VenturesCRCreator VenturesY Y CombinatorGEGeneral Catalyst

Steadily provides landlord insurance policies that protect rental property owners against property damage, liability claims, and lost rental income.

FintechInsurTechPropTechBeaverton, US

DNDarren Nix(Executive Officer, Director)inDTDavid Tulig(Director)inDSDatha Santomieri(Director)in

BoardJake Jolis(Director)

PartnerKevin Carter· solo GP

Co-investorsCLClocktower VenturesMAMatrixNENext Coast VenturesVEVesta VenturesZIZigg CapitalNINine Four Ventures+2 more

Stripe provides financial infrastructure for businesses to accept payments, offer financial services, and implement custom revenue models across international markets in 135+ currencies.

Developer ToolsFintechSaaSSan Francisco, US

JCJohn Collison(Co-founder & President)inPCPatrick Collison(Co-founder & CEO)inWilliam Gaybrick(Executive Officer)inGBGreg Brockman(Founding Engineer, then first CTO)inSHSarah Heckin

BoardMMMichael Moritz(Director)in

PartnerKevin Carter· solo GP

Co-investors50500 GlobalADAdvaita CapitalAGAglae VenturesAIAir Street CapitalALAlkeon InnovationANAndreessen Horowitz+61 more

SV Angel is a venture capital network that provides early-stage funding and strategic support to founders, leveraging connections across industry leaders and experts to accelerate company growth.

Sector AgnosticSan Francisco, US

RCRon Conway(Founder and Managing Partner)

Co-investorsSWSWaN & Legend Venture PartnersXGXG Ventures

Tenkara provides operations management software for manufacturers, offering visibility and automation for supplier coordination, freight management, pricing, ERP data, and compliance documentation.

Advanced ManufacturingAI & Machine LearningEnterprise SoftwareSaaS

BSBen Stern(CEO)in

PartnerKevin Carter· solo GP

Co-investorsTRTrue VenturesSCScribble VenturesHFHF0SFSF1WNWndrCo

The Farmer's Dog produces fresh, refrigerated pet food for dogs made with human-grade ingredients and designed to be nutritionally complete.

Direct to ConsumerFoodTech

Jonathan(Co-founder)BPBrett Podolsky(Founder)in

PartnerKevin Carter· solo GP

Co-investorsCOCollaborative FundFOForerunner VenturesG G SquaredINInsight PartnersLELeft Lane CapitalCACAVU Consumer Partners+1 more

Throne makes a smart sensor that clips onto a standard toilet bowl and automatically tracks gut health, hydration, and urinary function, delivering daily insights through an app.

Digital HealthHardwareWellness & FitnessAustin, US

Randall Scott Hickle II(Executive Officer, Director)SHScott Hickle(Co-founder)inTim(Co-founder)JCJohn Capodilupo(Co-founder & Chief Product Officer)in

BoardBGBen Gardner(Director)inTimothy Blumberg(Director)

PartnerKevin Carter· solo GP

Co-investorsFIFirst Star VenturesLOLong Journey VenturesMOMoxxie VenturesMYMyelin VCV1V1 VCACAccomplice+6 more

Tradable makes private credit accessible through a tokenization platform for institutions and investors.

B2B MarketplacesCrypto & Web3Enterprise SoftwareFintech

Alex Cordover(CEO)inPSPrakash Sinha(CTO)Will Costich(Head of Product)inKevin DeCesaris(Head of Capital Markets)in

Co-investorsPAParaFi Capital1K1kx

Twitch operates a live video platform where millions of monthly viewers watch and interact with gaming broadcasts from casual players, professional competitors, esports tournaments, and game developers.

ConsumerGamingMedia & EntertainmentSan Francisco, US

JKJustin Kan(Founder)inESEmmett Shear(Founder)inKVKyle Vogt(Founder)in

PartnerKevin Carter· solo GP

Co-investorsALAlsop Louie PartnersSTStandard CapitalY Y CombinatorSVSV Angel

Type Five combines modular design with construction methods to build customizable accessory dwelling units and living spaces, offering up-front pricing and faster move-in times.

Construction TechPropTechBerkeley, US

BoardABAleksis Bertoni(Director)TTTim Thimmaiah(Executive Officer, Director)in

PartnerKevin Carter· solo GP

Co-investorsBABackwards CapitalBLBlack Jays VenturesCACarbide VenturesHAHawk Hill VenturesZEZelda VenturesVIVillage Global

Uncut Gems is a page by an investor featuring several early-stage portfolio founders and their companies, including a stealth AI robotics lab, Tofu (identity and fraud detection for recruiting), and Totalis (a derivatives layer for prediction markets).

AI & Machine LearningCrypto & Web3HR Tech

Harry(Founder)inJason(Co-founder)inJon(Co-founder)

Underdog Fantasy offers a sports predictions and betting product where users make picks on team outcomes, spreads, totals, moneylines, and parlays for entry amounts from $1 to $2,000.

ConsumerGamingSports Tech

JLJeremy Levine(Founder & CEO)in

PartnerKevin Carter· solo GP

Co-investors30305 VenturesACAcies InvestmentsBABackwards CapitalDADarco CapitalMAMantis CapitalPRPROOF+4 more

Zephyr Cloud is a deployment platform for micro frontends and mini apps that lets developers ship code to the edge via a single line of code, with support for React Native and the web.

Cloud ComputingDeveloper ToolsSaaSMarietta, US

Dmytro Shekhovtsov(Executive Officer, Director)Zackary Chapple(Executive Officer, Director)in

PartnerKevin Carter· solo GP

Co-investorsSCScribble VenturesTRTrue Ventures

Zip is an AI platform for enterprise procurement that automates and optimizes the B2B purchasing process from intake to payment.

AI & Machine LearningEnterprise SoftwareSaaSSan Francisco, US

RZRujul Zaparde(Founder)inLCLu Cheng(Founder)inLDLarry Diamond(Executive Officer, Director)inMartin Brooke(Executive Officer)Peter Gray(Executive Officer, Director)

BoardPhilip Crutchfield(Director)

PartnerKevin Carter· solo GP

Co-investorsY Y CombinatorTITiger Global ManagementALAlkeon InnovationCRCRV (Charles River Ventures)FJFjor FoundersSTStandard Capital+5 more