Overview
Thematic investing focused on disruptive innovation and technology.
Founded
2014
Deals ยท 12mo
22
Stage focus
Geographic focus
Sector focus
Investment portfolio
| NAME | DATE | SIZE | |
|---|---|---|---|
Precision Neuroscience | Sep 2026Participated | $250 MSeries D | |
Gatik | Aug 2026Participated | $200 MSeries D | |
Kalshi | Aug 2026Participated | $1.1 BOther Equity | |
K2 Space | Jul 2026Participated | $500 MSeries D | |
Wonder | Jul 2026Participated | $650 MSeries D | |
Hydra Host | Jun 2026Participated | $100 MSeries A | |
Neuralink | May 2026Participated | $650 MSeries E | |
Hark | May 2026Participated | $700 MSeries A | |
Kalshi | May 2026Participated | $1.0 BSeries F | |
Waivly | Apr 2026Led | $20 MSeries B | |
Lucra Sports | Apr 2026Led | $20 MSeries B | |
Portal Space Systems | Apr 2026Participated | $50 MSeries A | |
Precision Neuroscience | Sep 2026Participated | $250 MSeries D | |
Gatik | Aug 2026Participated | $200 MSeries D | |
Kalshi | Aug 2026Participated | $1.1 BOther Equity | |
K2 Space | Jul 2026Participated | $500 MSeries D | |
Wonder | Jul 2026Participated | $650 MSeries D | |
Hydra Host | Jun 2026Participated | $100 MSeries A | |
Neuralink | May 2026Participated | $650 MSeries E | |
Hark | May 2026Participated | $700 MSeries A | |
Kalshi | May 2026Participated | $1.0 BSeries F | |
Waivly | Apr 2026Led | $20 MSeries B | |
Lucra Sports | Apr 2026Led | $20 MSeries B | |
Portal Space Systems | Apr 2026Participated | $50 MSeries A |
Insights
Time horizon
View by
Deal Distribution
| Round type | Led deals | Participated deals |
|---|---|---|
| Seed | 1 | 2 |
| Series A | 0 | 5 |
| Series B | 3 | 1 |
| Series C+ | 0 | 14 |
| Other Equity | 2 | 13 |
| Debt | 1 | 0 |
Monthly Deal Activity
| Month | Deals |
|---|---|
| Nov '18 | 1 |
| 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 | 1 |
| 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 | 0 |
| Jun '23 | 1 |
| Jul '23 | 1 |
| Aug '23 | 1 |
| Sep '23 | 0 |
| Oct '23 | 2 |
| Nov '23 | 0 |
| Dec '23 | 0 |
| Jan '24 | 0 |
| Feb '24 | 2 |
| Mar '24 | 1 |
| Apr '24 | 1 |
| May '24 | 1 |
| Jun '24 | 0 |
| Jul '24 | 0 |
| Aug '24 | 0 |
| Sep '24 | 0 |
| Oct '24 | 1 |
| Nov '24 | 0 |
| Dec '24 | 1 |
| Jan '25 | 1 |
| Feb '25 | 1 |
| Mar '25 | 1 |
| Apr '25 | 1 |
| May '25 | 0 |
| Jun '25 | 0 |
| Jul '25 | 0 |
| Aug '25 | 0 |
| Sep '25 | 1 |
| Oct '25 | 1 |
| Nov '25 | 3 |
| Dec '25 | 3 |
| Jan '26 | 0 |
| Feb '26 | 0 |
| Mar '26 | 3 |
| Apr '26 | 4 |
| May '26 | 3 |
| Jun '26 | 1 |
| Jul '26 | 2 |
| Aug '26 | 2 |
| 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 |
|---|---|
| AI & Machine Learning | 15 |
| Space & Frontier Tech | 11 |
| Enterprise Software | 10 |
| Transportation & Logistics | 7 |
| Crypto & Blockchain | 7 |
| Hardware & Robotics | 7 |
| Fintech | 7 |
| Health & Life Sciences | 7 |
| Manufacturing | 5 |
| Data, Analytics & IT | 4 |
| Consumer & Lifestyle | 4 |
| Networks, Cloud & Communication | 4 |
| Gaming & eSports | 4 |
| Professional Services | 3 |
| Developer Tools | 3 |
| E-Commerce & Retail | 2 |
| Clean Energy & Sustainability | 2 |
| Government & Defense | 1 |
| AR/VR | 1 |
| Real Estate & Construction | 1 |
| Marketing & Advertising | 1 |
| Media & Entertainment | 1 |
| Food & Agriculture | 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 | 0 |
| $10M-$25M | 6 |
| $25M-$50M | 3 |
| $50M-$100M | 5 |
| $100M-$250M | 9 |
| $250M-$500M | 5 |
| $500M-$1B | 8 |
| $1B+ | 3 |
Deals By Geography
Top 4 of 4 regions; European countries are grouped as Europe.
| Region | Deals |
|---|---|
| United States | 35 |
| Europe | 5 |
| Israel | 1 |
| 94063 | 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 |
|---|---|
| Sequoia Capital | 6 |
| Andreessen Horowitz | 5 |
| NVIDIA | 5 |
| Qatar Investment Authority | 4 |
| Altimeter Capital | 3 |
| IVP | 3 |
| Paradigm | 3 |
| Alexandria Venture Investments | 2 |
| Align Ventures | 2 |
| Alumni Ventures | 2 |
| AMD Ventures | 2 |
| BitMine Immersion Technologies | 2 |
| CapitalG | 2 |
| Coatue | 2 |
| Data Collective | 2 |
| Emerson Collective | 2 |
| Founders Fund | 2 |
| Intel Capital | 2 |
| Koch Disruptive Technologies | 2 |
| Korea Investment Partners | 2 |
Investment Strategy
| Category | Deals (count) | Share (%) |
|---|---|---|
| Led | 7 | 17% |
| Participating | 35 | 83% |
| Category | Deals (count) | Share (%) |
|---|---|---|
| Single-lead | 6 | 86% |
| Co-led | 1 | 14% |
Team
Principal Financial Officer, Investment Products
Founder, CEO & CIO
Theme Developer
Chief Marketing Officer
Analyst
