Overview
Venture firm investing in ambitious builders and startups.
Founded
2015
Deals ยท 12mo
19
Stage focus
Geographic focus
Sector focus
Investment portfolio
| NAME | DATE | SIZE | |
|---|---|---|---|
Archive | Oct 2026Participated | $10 MSeries A | |
Flow Engineering | Sep 2026Participated | $50 MSeries B | |
Buildots | Sep 2026Participated | $130 MOther Equity | |
The Boring Company | Sep 2026Participated | $3.0 BSeries D | |
Forus | Sep 2026Participated | $150 MSeries C | |
Natural | Jul 2026Participated | $30 MSeries A | |
NewLimit | Jun 2026Participated | $435 MSeries C | |
Neuralink | May 2026Participated | $650 MSeries E | |
Luel | May 2026Participated | $31 MSeed | |
Monaco | May 2026Participated | $50 MSeries B | |
Cloaked | Mar 2026Participated | $375 MSeries B | |
Monaco | Feb 2026Participated | $25 MSeries A | |
Archive | Oct 2026Participated | $10 MSeries A | |
Flow Engineering | Sep 2026Participated | $50 MSeries B | |
Buildots | Sep 2026Participated | $130 MOther Equity | |
The Boring Company | Sep 2026Participated | $3.0 BSeries D | |
Forus | Sep 2026Participated | $150 MSeries C | |
Natural | Jul 2026Participated | $30 MSeries A | |
NewLimit | Jun 2026Participated | $435 MSeries C | |
Neuralink | May 2026Participated | $650 MSeries E | |
Luel | May 2026Participated | $31 MSeed | |
Monaco | May 2026Participated | $50 MSeries B | |
Cloaked | Mar 2026Participated | $375 MSeries B | |
Monaco | Feb 2026Participated | $25 MSeries A |
Insights
Time horizon
View by
Deal Distribution
| Round type | Led deals | Participated deals |
|---|---|---|
| Seed | 10 | 9 |
| Series A | 5 | 17 |
| Series B | 5 | 11 |
| Series C+ | 2 | 11 |
| Other Equity | 1 | 10 |
Monthly Deal Activity
| Month | Deals |
|---|---|
| May '20 | 1 |
| Jun '20 | 0 |
| Jul '20 | 2 |
| Aug '20 | 0 |
| Sep '20 | 0 |
| Oct '20 | 1 |
| Nov '20 | 0 |
| Dec '20 | 1 |
| Jan '21 | 0 |
| Feb '21 | 0 |
| Mar '21 | 0 |
| Apr '21 | 0 |
| May '21 | 1 |
| Jun '21 | 1 |
| Jul '21 | 0 |
| Aug '21 | 1 |
| Sep '21 | 3 |
| Oct '21 | 0 |
| Nov '21 | 1 |
| Dec '21 | 1 |
| Jan '22 | 2 |
| Feb '22 | 2 |
| Mar '22 | 6 |
| Apr '22 | 3 |
| May '22 | 2 |
| Jun '22 | 2 |
| Jul '22 | 1 |
| Aug '22 | 3 |
| Sep '22 | 2 |
| Oct '22 | 0 |
| Nov '22 | 2 |
| Dec '22 | 1 |
| Jan '23 | 0 |
| Feb '23 | 1 |
| Mar '23 | 0 |
| Apr '23 | 1 |
| May '23 | 2 |
| Jun '23 | 1 |
| Jul '23 | 0 |
| Aug '23 | 1 |
| Sep '23 | 1 |
| Oct '23 | 1 |
| Nov '23 | 2 |
| Dec '23 | 0 |
| Jan '24 | 0 |
| Feb '24 | 0 |
| Mar '24 | 0 |
| Apr '24 | 1 |
| May '24 | 1 |
| Jun '24 | 1 |
| Jul '24 | 0 |
| Aug '24 | 1 |
| Sep '24 | 0 |
| Oct '24 | 0 |
| Nov '24 | 2 |
| Dec '24 | 0 |
| Jan '25 | 1 |
| Feb '25 | 0 |
| Mar '25 | 0 |
| Apr '25 | 1 |
| May '25 | 1 |
| Jun '25 | 1 |
| Jul '25 | 2 |
| Aug '25 | 0 |
| Sep '25 | 1 |
| Oct '25 | 2 |
| Nov '25 | 1 |
| Dec '25 | 1 |
| Jan '26 | 1 |
| Feb '26 | 3 |
| Mar '26 | 1 |
| Apr '26 | 0 |
| May '26 | 3 |
| Jun '26 | 1 |
| Jul '26 | 1 |
| Aug '26 | 0 |
| Sep '26 | 4 |
| 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 | 26 |
| Enterprise Software | 21 |
| Fintech | 21 |
| Health & Life Sciences | 17 |
| Networks, Cloud & Communication | 11 |
| Real Estate & Construction | 10 |
| Professional Services | 10 |
| Cybersecurity & Privacy | 9 |
| E-Commerce & Retail | 7 |
| Space & Frontier Tech | 7 |
| Education & Workforce | 6 |
| Government & Defense | 6 |
| Hardware & Robotics | 6 |
| Transportation & Logistics | 4 |
| Crypto & Blockchain | 3 |
| Social & Community Platforms | 3 |
| Marketing & Advertising | 2 |
| Media & Entertainment | 2 |
| Food & Agriculture | 2 |
| Gaming & eSports | 2 |
| Clean Energy & Sustainability | 1 |
| Data, Analytics & IT | 1 |
| Manufacturing | 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 | 4 |
| $5M-$10M | 9 |
| $10M-$25M | 19 |
| $25M-$50M | 23 |
| $50M-$100M | 11 |
| $100M-$250M | 8 |
| $250M-$500M | 3 |
| $500M-$1B | 2 |
| $1B+ | 2 |
Deals By Geography
Top 6 of 6 regions; European countries are grouped as Europe.
| Region | Deals |
|---|---|
| United States | 74 |
| Europe | 3 |
| China | 1 |
| Singapore | 1 |
| Israel | 1 |
| 91723 | 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 |
|---|---|
| General Catalyst | 20 |
| Founders Fund | 13 |
| Sequoia Capital | 9 |
| 7wireVentures | 8 |
| 8VC | 7 |
| Lux Capital | 7 |
| Andreessen Horowitz | 6 |
| Valor Equity Partners | 6 |
| BoxGroup | 5 |
| Lightspeed Venture Partners | 5 |
| Quiet Capital | 5 |
| Thrive Capital | 5 |
| Abstract Ventures | 4 |
| Activant Capital | 4 |
| Battery Ventures | 4 |
| Forerunner Ventures | 4 |
| Greenoaks Capital | 4 |
| Mantis VC | 4 |
| SV Angel | 4 |
| Index Ventures | 3 |
Investment Strategy
| Category | Deals (count) | Share (%) |
|---|---|---|
| Led | 23 | 28% |
| Participating | 58 | 72% |
| Category | Deals (count) | Share (%) |
|---|---|---|
| Single-lead | 12 | 52% |
| Co-led | 11 | 48% |
Team
Talent Advisor & Head of Portfolio Operations
Co-Founder, CEO and Managing Partner
Co-Founder, President and Managing Partner
Investment Partner