Overview
Investment portfolio
| NAME | DATE | SIZE | |
|---|---|---|---|
Snorkel AI | Sep 2026Participated | $350 MSeries E | |
Lumilens | Aug 2026Participated | $700 MSeries C | |
Airwallex | Jun 2026Led | $320 MSeries H | |
Chapter | Apr 2026Participated | $100 MSeries E | |
Stedi | Mar 2026Led | $50 MSeries C | |
Frore Systems | Mar 2026Participated | $143 MSeries D | |
Xscape Photonics | Mar 2026Led | $37 MSeries A | |
Ernesta | Mar 2026Led | $20 MSeries B | |
Render | Feb 2026Participated | $100 MSeries C | |
Anthropic | Feb 2026Participated | $30.0 BSeries G | |
Hello Vet | Dec 2025Led | $20 MSeries A | |
Biologica | Dec 2025Led | $7 MSeed | |
Snorkel AI | Sep 2026Participated | $350 MSeries E | |
Lumilens | Aug 2026Participated | $700 MSeries C | |
Airwallex | Jun 2026Led | $320 MSeries H | |
Chapter | Apr 2026Participated | $100 MSeries E | |
Stedi | Mar 2026Led | $50 MSeries C | |
Frore Systems | Mar 2026Participated | $143 MSeries D | |
Xscape Photonics | Mar 2026Led | $37 MSeries A | |
Ernesta | Mar 2026Led | $20 MSeries B | |
Render | Feb 2026Participated | $100 MSeries C | |
Anthropic | Feb 2026Participated | $30.0 BSeries G | |
Hello Vet | Dec 2025Led | $20 MSeries A | |
Biologica | Dec 2025Led | $7 MSeed |
Insights
Time horizon
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Deal Distribution
| Round type | Led deals | Participated deals |
|---|---|---|
| Seed | 7 | 3 |
| Series A | 18 | 9 |
| Series B | 17 | 13 |
| Series C+ | 21 | 27 |
| Other Equity | 8 | 8 |
Monthly Deal Activity
| Month | Deals |
|---|---|
| Jul '20 | 1 |
| Aug '20 | 2 |
| Sep '20 | 4 |
| Oct '20 | 3 |
| Nov '20 | 0 |
| Dec '20 | 1 |
| Jan '21 | 2 |
| Feb '21 | 2 |
| Mar '21 | 6 |
| Apr '21 | 5 |
| May '21 | 5 |
| Jun '21 | 3 |
| Jul '21 | 2 |
| Aug '21 | 4 |
| Sep '21 | 4 |
| Oct '21 | 3 |
| Nov '21 | 7 |
| Dec '21 | 2 |
| Jan '22 | 5 |
| Feb '22 | 3 |
| Mar '22 | 3 |
| Apr '22 | 3 |
| May '22 | 1 |
| Jun '22 | 2 |
| Jul '22 | 1 |
| Aug '22 | 1 |
| Sep '22 | 3 |
| Oct '22 | 3 |
| Nov '22 | 2 |
| Dec '22 | 1 |
| Jan '23 | 1 |
| Feb '23 | 3 |
| Mar '23 | 1 |
| Apr '23 | 0 |
| May '23 | 0 |
| Jun '23 | 3 |
| Jul '23 | 1 |
| Aug '23 | 0 |
| Sep '23 | 0 |
| Oct '23 | 1 |
| Nov '23 | 0 |
| Dec '23 | 0 |
| Jan '24 | 0 |
| Feb '24 | 1 |
| Mar '24 | 1 |
| Apr '24 | 1 |
| May '24 | 2 |
| Jun '24 | 3 |
| Jul '24 | 1 |
| Aug '24 | 0 |
| Sep '24 | 0 |
| Oct '24 | 2 |
| Nov '24 | 2 |
| Dec '24 | 0 |
| Jan '25 | 2 |
| Feb '25 | 1 |
| Mar '25 | 0 |
| Apr '25 | 2 |
| May '25 | 1 |
| Jun '25 | 0 |
| Jul '25 | 0 |
| Aug '25 | 0 |
| Sep '25 | 5 |
| Oct '25 | 0 |
| Nov '25 | 0 |
| Dec '25 | 3 |
| Jan '26 | 0 |
| Feb '26 | 2 |
| Mar '26 | 4 |
| Apr '26 | 1 |
| May '26 | 0 |
| Jun '26 | 1 |
| Jul '26 | 0 |
| Aug '26 | 1 |
| Sep '26 | 1 |
| Oct '26 | 0 |
Sector Breakdown
A deal can appear in multiple sectors, so sector totals may overlap. Capital represents disclosed total round sizes, not fund cheque sizes.
| Sector | Deals |
|---|---|
| Enterprise Software | 51 |
| AI & Machine Learning | 35 |
| Fintech | 32 |
| Data, Analytics & IT | 27 |
| Networks, Cloud & Communication | 22 |
| Health & Life Sciences | 21 |
| Hardware & Robotics | 18 |
| Developer Tools | 16 |
| Space & Frontier Tech | 14 |
| Real Estate & Construction | 9 |
| Cybersecurity & Privacy | 8 |
| Consumer & Lifestyle | 7 |
| Marketing & Advertising | 7 |
| Clean Energy & Sustainability | 6 |
| Manufacturing | 6 |
| E-Commerce & Retail | 5 |
| Crypto & Blockchain | 4 |
| Food & Agriculture | 4 |
| Travel & Hospitality | 2 |
| Transportation & Logistics | 2 |
| Media & Entertainment | 2 |
| Education & Workforce | 1 |
| Professional Services | 1 |
| Social & Community Platforms | 1 |
Deal Size Distribution
Undisclosed round sizes are excluded. Capital represents total round sizes, not fund cheque sizes.
| Round size band (USD) | Deals |
|---|---|
| <$5M | 3 |
| $5M-$10M | 7 |
| $10M-$25M | 24 |
| $25M-$50M | 31 |
| $50M-$100M | 30 |
| $100M-$250M | 25 |
| $250M-$500M | 8 |
| $500M-$1B | 2 |
| $1B+ | 1 |
Deals By Geography
Top 10 of 15 regions; European countries are grouped as Europe.
| Region | Deals |
|---|---|
| United States | 88 |
| Europe | 19 |
| India | 6 |
| Australia | 3 |
| Singapore | 3 |
| Canada | 2 |
| 98005 | 2 |
| Pakistan | 1 |
| Egypt | 1 |
| Argentina | 1 |
Co-Investors
Bubble size = shared deals
Click a bubble to open that fund in a new tab.
Shows up to 20 co-investors ranked by shared deals. Deals may be shared with multiple funds, so rows overlap. Capital is total round size, not fund cheque size.
| Co-investor | Shared deals |
|---|---|
| Greylock Partners | 10 |
| Tiger Global | 10 |
| Coatue | 9 |
| Amplify Partners | 8 |
| Andreessen Horowitz | 8 |
| General Catalyst | 8 |
| Google Ventures | 8 |
| Lightspeed Venture Partners | 8 |
| Accel | 7 |
| Lux Capital | 7 |
| Madrona Venture Group | 7 |
| Bessemer Venture Partners | 6 |
| Boldstart Ventures | 5 |
| BoxGroup | 5 |
| Founders Fund | 5 |
| New Enterprise Associates | 5 |
| Sequoia Capital | 5 |
| Spark Capital | 5 |
| Baillie Gifford | 4 |
| Drive Capital | 4 |
Investment Strategy
| Category | Deals (count) | Share (%) |
|---|---|---|
| Led | 71 | 54% |
| Participating | 60 | 46% |
| Category | Deals (count) | Share (%) |
|---|---|---|
| Single-lead | 49 | 69% |
| Co-led | 22 | 31% |
Team
Investor
investor
Chief Financial Officer
Investor
Investor
Investor
Valuation Associate