Overview
Long-term investments in enduring companies and exceptional leaders.
Founded
2012
Deals · 12mo
24
Links
Stage focus
Geographic focus
Sector focus
Investment portfolio
- Airbound
Led · Series A · Aug 2026
Founded in 2023, Airbound designs and builds vertical‑takeoff tail‑sitter drones intended to minimize aircraft weight relative to payload. Its current TRT drone weighs about 3.3 pounds and carries roughly 2.2 pounds, and the next version in development is expected to weigh about 6.6 pounds and carry up to 11 pounds. The company has completed more than 13,000 autonomous flights across Bengaluru and Guntur, including over 1,000 flights moving diagnostic samples for Narayana Health. Airbound operates a 43,000‑square‑foot manufacturing facility in Bengaluru and employs more than 150 people. It remains broadly pre‑revenue while working to secure BVLOS approvals and scale commercial operations, and it aims to build a multi‑city delivery network in Andhra Pradesh targeting as many as 10,000 flights per day.
- Also
Participated · Series D · Aug 2026
Also was launched as an independent company by Rivian in early 2025, transferring key engineers and Rivian’s electric skateboard platform technology to the new venture. The company is focused on autonomous last-mile delivery and pursuing commercial partnerships with customers such as DoorDash. With the latest $200 million investment led by DoorDash and Greenoaks Capital, Also’s total funding has surpassed $500 million. The spinoff structure was intended to let Rivian concentrate on consumer vehicles while allowing Also to develop and commercialize delivery robotics independently. The strategic backing from DoorDash positions Also to pilot and scale deployments aimed at reducing delivery labor costs, though the article does not disclose revenue or user metrics.
- Decade
Participated · Seed · Aug 2026
Decade was founded by former Nubank CTO Vitor Olivier and Hyperplane founder Felipe Meneses and combines human advisors with proprietary AI models to create an integrated view of clients’ financial lives. The platform’s offering pairs each client with a senior human advisor backed by AI that monitors spending, investment positions and overall balance sheet continuously. Decade positions itself as AI-native from day one, with agents that read statements and reason across a client’s full financial context to surface opportunities and build goal-aligned portfolios. The company said it is emerging from stealth with access available via a waitlist and is launching from São Paulo and San Francisco. Decade aims to scale its advisory service to deliver high-attention financial guidance broadly, but the articles do not disclose revenue, users, or other operating metrics.
- Mariana Minerals
Participated · Series B · Aug 2026
Mariana Minerals combines proprietary software and capital project execution to build and operate mines and refineries for critical minerals. Its MarianaOS platform integrates CapitalProjectOS, PlantOS and MineOS into a single AI and machine learning stack intended to compress multi-year project execution timelines and reduce commissioning time. The company operates active projects including Copper One, which is ramping toward 50,000 metric tons of refined copper per year, and Lithium One, a GWh-scale facility targeting commercial lithium production from oil & gas produced water in the first half of 2027. Mariana has raised roughly $400 million of parent and project capital to date, including the $310 million Series B. The company plans to scale to 10 commercial-scale projects in 10 years, using data from each project to improve its software and lower costs for subsequent builds.
- Glow
Led · Series B · Jul 2026
Founded in 2025 and headquartered in Palo Alto, Glow builds an endpoint security platform that uses specialized AI agents to continuously map enterprise environments, assess risk in real time, and enforce security policies. The platform integrates models from Anthropic and Google’s Gemini via Amazon Bedrock while adding proprietary software to provide enterprise context and improve model reliability for security tasks. Glow says it already has paying customers across healthcare, retail, and financial services and that typical deployments span tens of thousands of employee devices. The company reported having nearly 100 employees, roughly 70% of whom are based in Israel and the remainder in the U.S. Glow has claimed specific prevention and detection outcomes, including blocking malicious npm packages, identifying AI agents attempting to pull in risky software, and finding devices with missing or degraded endpoint detection tools. The startup positions itself as preventing risky software and AI agents from entering enterprise environments rather than primarily detecting threats after they emerge.
