Two Bear Capital — 2022 Investments
2 investments dated 2022 · listed companies and verified rows first · show all
Arch builds agentic AI that acts as a virtual factory expert, analyzing manufacturing data to identify root causes and give operators, engineers, and shift leaders prescriptive next steps in real time.
Advanced ManufacturingAI & Machine LearningIoTPalo Alto, US
Timothy Burke(Executive Officer, Director)Andrew Scheuermann(CEO & Co-founder)Tim Burke(CTO & Co-founder)Jennifer Davis(Chief Operating Officer)Ben Freeman(SVP of Engineering)Gus Shahin(Director)
Board seatMichael Goguen· per SEC Form D
Co-investorsComet LabsHCVCMerus CapitalNeotribe VenturesUlu VenturesUncork Capital
Novoron develops lipoprotein-receptor small molecule therapies aimed at repairing damage and degeneration of the brain and spinal cord, including treatments for proteinopathies and neuroregeneration following traumatic injury.
BiotechDeep TechHealthtechMedical DevicesSan Diego, US
Travis Stiles(CEO & Co-founder)inShawn Gahr(COO & Co-founder)inDavid Weiner(Executive Chairman)Ryan McMillian(CFO & Financial Strategy)
Board seatMichael Goguen· per SEC Form D
Co-investorsBackstage Capital
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.

