Overview
Investment program supporting strategic software and application companies.
Founded
2024
Deals ยท 12mo
26
Stage focus
Geographic focus
Sector focus
Investment portfolio
| NAME | DATE | SIZE | |
|---|---|---|---|
Vinci | Oct 2026Participated | $250 MSeries B | |
Kepler Computing | Sep 2026Participated | $468 MOther Equity | |
Wafer | Sep 2026Participated | $40 MSeries A | |
Stability AI | Aug 2026Participated | $76 MSeries B | |
River AI | Aug 2026Participated | $1.1 BSeries A | |
CuspAI | Jul 2026Participated | $450 MSeries B | |
Spectro Cloud | Jul 2026Participated | $100 MSeries D | |
Turing | Jul 2026Participated | $78 MSeries A | |
Odyssey | Jun 2026Participated | $310 MSeries B | |
TensorWave | Jun 2026Led | $350 MSeries B | |
DriveNets | Jun 2026Participated | $410 MSeries D | |
Tensormesh | May 2026Participated | $20 MSeed | |
Vinci | Oct 2026Participated | $250 MSeries B | |
Kepler Computing | Sep 2026Participated | $468 MOther Equity | |
Wafer | Sep 2026Participated | $40 MSeries A | |
Stability AI | Aug 2026Participated | $76 MSeries B | |
River AI | Aug 2026Participated | $1.1 BSeries A | |
CuspAI | Jul 2026Participated | $450 MSeries B | |
Spectro Cloud | Jul 2026Participated | $100 MSeries D | |
Turing | Jul 2026Participated | $78 MSeries A | |
Odyssey | Jun 2026Participated | $310 MSeries B | |
TensorWave | Jun 2026Led | $350 MSeries B | |
DriveNets | Jun 2026Participated | $410 MSeries D | |
Tensormesh | May 2026Participated | $20 MSeed |
Insights
Time horizon
View by
Deal Distribution
| Round type | Led deals | Participated deals |
|---|---|---|
| Seed | 0 | 3 |
| Series A | 3 | 7 |
| Series B | 2 | 8 |
| Series C+ | 0 | 15 |
| Other Equity | 1 | 9 |
Monthly Deal Activity
| Month | Deals |
|---|---|
| Oct '11 | 1 |
| Nov '11 | 0 |
| Dec '11 | 1 |
| Jan '12 | 0 |
| Feb '12 | 0 |
| Mar '12 | 0 |
| Apr '12 | 0 |
| May '12 | 0 |
| Jun '12 | 0 |
| Jul '12 | 0 |
| Aug '12 | 0 |
| Sep '12 | 0 |
| Oct '12 | 0 |
| Nov '12 | 1 |
| Dec '12 | 0 |
| Jan '13 | 0 |
| Feb '13 | 0 |
| Mar '13 | 0 |
| Apr '13 | 0 |
| May '13 | 0 |
| Jun '13 | 0 |
| Jul '13 | 0 |
| Aug '13 | 0 |
| Sep '13 | 0 |
| Oct '13 | 0 |
| Nov '13 | 0 |
| Dec '13 | 0 |
| Jan '14 | 0 |
| Feb '14 | 0 |
| Mar '14 | 0 |
| Apr '14 | 0 |
| May '14 | 0 |
| Jun '14 | 0 |
| Jul '14 | 1 |
| Aug '14 | 0 |
| Sep '14 | 0 |
| Oct '14 | 0 |
| Nov '14 | 0 |
| Dec '14 | 0 |
| Jan '15 | 0 |
| Feb '15 | 0 |
| Mar '15 | 1 |
| Apr '15 | 0 |
| May '15 | 0 |
| Jun '15 | 0 |
| Jul '15 | 0 |
| Aug '15 | 0 |
| Sep '15 | 0 |
| Oct '15 | 0 |
| Nov '15 | 0 |
| Dec '15 | 0 |
| Jan '16 | 0 |
| Feb '16 | 0 |
| Mar '16 | 0 |
| Apr '16 | 0 |
| May '16 | 0 |
| Jun '16 | 0 |
| Jul '16 | 0 |
| Aug '16 | 0 |
| Sep '16 | 0 |
| Oct '16 | 0 |
| Nov '16 | 0 |
| Dec '16 | 0 |
| Jan '17 | 0 |
| Feb '17 | 0 |
| Mar '17 | 0 |
| Apr '17 | 0 |
| May '17 | 0 |
| Jun '17 | 0 |
| Jul '17 | 0 |
| Aug '17 | 0 |
| Sep '17 | 0 |
| Oct '17 | 0 |
| Nov '17 | 0 |
| Dec '17 | 0 |
| Jan '18 | 0 |
| Feb '18 | 0 |
| Mar '18 | 0 |
| Apr '18 | 0 |
| May '18 | 0 |
| Jun '18 | 0 |
| Jul '18 | 0 |
| Aug '18 | 0 |
| Sep '18 | 0 |
| Oct '18 | 0 |
| Nov '18 | 0 |
| Dec '18 | 0 |
| Jan '19 | 0 |
| Feb '19 | 0 |
| Mar '19 | 0 |
| Apr '19 | 0 |
| May '19 | 0 |
| Jun '19 | 0 |
| Jul '19 | 0 |
| Aug '19 | 0 |
| Sep '19 | 0 |
| Oct '19 | 0 |
| Nov '19 | 0 |
| Dec '19 | 0 |
| Jan '20 | 0 |
| Feb '20 | 0 |
| Mar '20 | 0 |
| Apr '20 | 0 |
| May '20 | 0 |
| Jun '20 | 0 |
| Jul '20 | 0 |
| Aug '20 | 0 |
| Sep '20 | 0 |
| Oct '20 | 0 |
| Nov '20 | 0 |
| Dec '20 | 0 |
| Jan '21 | 0 |
| Feb '21 | 0 |
| Mar '21 | 0 |
| Apr '21 | 0 |
| May '21 | 0 |
| Jun '21 | 0 |
| Jul '21 | 0 |
| Aug '21 | 0 |
| Sep '21 | 0 |
| Oct '21 | 0 |
| Nov '21 | 0 |
| Dec '21 | 0 |
| Jan '22 | 0 |
| Feb '22 | 0 |
| Mar '22 | 0 |
| Apr '22 | 0 |
| May '22 | 0 |
| Jun '22 | 0 |
| Jul '22 | 0 |
| Aug '22 | 0 |
| Sep '22 | 0 |
| Oct '22 | 0 |
| Nov '22 | 0 |
| Dec '22 | 0 |
| Jan '23 | 0 |
| Feb '23 | 0 |
| Mar '23 | 0 |
| Apr '23 | 0 |
| May '23 | 1 |
| Jun '23 | 0 |
| Jul '23 | 0 |
| Aug '23 | 1 |
| Sep '23 | 0 |
| Oct '23 | 1 |
| Nov '23 | 0 |
| Dec '23 | 1 |
| Jan '24 | 0 |
| Feb '24 | 0 |
| Mar '24 | 1 |
| Apr '24 | 0 |
| May '24 | 1 |
| Jun '24 | 1 |
| Jul '24 | 1 |
| Aug '24 | 0 |
| Sep '24 | 0 |
| Oct '24 | 1 |
| Nov '24 | 0 |
| Dec '24 | 4 |
| Jan '25 | 0 |
| Feb '25 | 0 |
| Mar '25 | 0 |
| Apr '25 | 0 |
| May '25 | 1 |
| Jun '25 | 0 |
| Jul '25 | 0 |
| Aug '25 | 3 |
| Sep '25 | 0 |
| Oct '25 | 1 |
| Nov '25 | 2 |
| Dec '25 | 1 |
| Jan '26 | 1 |
| Feb '26 | 3 |
| Mar '26 | 2 |
| Apr '26 | 2 |
| May '26 | 3 |
| Jun '26 | 3 |
| Jul '26 | 3 |
| Aug '26 | 2 |
| Sep '26 | 2 |
| Oct '26 | 1 |
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 |
|---|---|
| AI & Machine Learning | 39 |
| Enterprise Software | 18 |
| Hardware & Robotics | 11 |
| Space & Frontier Tech | 8 |
| Networks, Cloud & Communication | 7 |
| Media & Entertainment | 6 |
| Data, Analytics & IT | 5 |
| AR/VR | 3 |
| Transportation & Logistics | 3 |
| Manufacturing | 2 |
| E-Commerce & Retail | 1 |
| Real Estate & Construction | 1 |
| Gaming & eSports | 1 |
| Developer Tools | 1 |
Deal Size Distribution
Undisclosed round sizes are excluded. Capital represents total round sizes, not fund cheque sizes.
| Round size band (USD) | Deals |
|---|---|
| <$5M | 2 |
| $5M-$10M | 3 |
| $10M-$25M | 5 |
| $25M-$50M | 5 |
| $50M-$100M | 8 |
| $100M-$250M | 6 |
| $250M-$500M | 10 |
| $500M-$1B | 5 |
| $1B+ | 4 |
Deals By Geography
Top 8 of 8 regions; European countries are grouped as Europe.
| Region | Deals |
|---|---|
| United States | 35 |
| Europe | 4 |
| South Korea | 2 |
| Canada | 2 |
| Israel | 2 |
| Japan | 1 |
| Singapore | 1 |
| Australia | 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 |
|---|---|
| NVIDIA | 13 |
| Intel Capital | 4 |
| Qualcomm Ventures | 4 |
| Temasek | 4 |
| Amazon | 3 |
| Andreessen Horowitz | 3 |
| Fidelity Management & Research Company | 3 |
| Magnetar Capital | 3 |
| Nexus Venture Partners | 3 |
| Salesforce Ventures | 3 |
| 1789 Capital | 2 |
| Accel | 2 |
| Advent International | 2 |
| Amplify Partners | 2 |
| ARK Invest | 2 |
| Arm | 2 |
| Atreides Management | 2 |
| Coatue | 2 |
| Databricks Ventures | 2 |
| Felicis Ventures | 2 |
Investment Strategy
| Category | Deals (count) | Share (%) |
|---|---|---|
| Led | 6 | 13% |
| Participating | 42 | 88% |
| Category | Deals (count) | Share (%) |
|---|---|---|
| Single-lead | 1 | 17% |
| Co-led | 5 | 83% |
Team
Chairman of the Board
Head of AMD Ventures
Portfolio Development
Chair & CEO
Chief Strategy Officer & SVP, Corporate Development
Senior Vice President
Strategy Lead
Senior Venture Investor
President of Adaptive Computing
