Overview
Investment portfolio
| NAME | DATE | SIZE | |
|---|---|---|---|
Sensible Biotechnologies | Oct 2026Participated | $27 MSeries A | |
Armadin | Oct 2026Participated | $256 MSeries B | |
TERASi | Sep 2026Participated | $13 MSeed | |
Emerald AI | Aug 2026Participated | $150 MSeries A | |
BEI | Aug 2026Participated | $22 MSeries B | |
Mariana Minerals | Aug 2026Participated | $310 MSeries B | |
Odyssey | Jun 2026Participated | $310 MSeries B | |
Ent | Jun 2026Participated | $100 MSeed | |
RevEng.AI | May 2026Participated | $15 MSeries A | |
bitBiome | May 2026Participated | $22 MSeed | |
QuantWare | May 2026Participated | $178 MSeries B | |
Moment Energy | May 2026Participated | $40 MSeries B | |
Sensible Biotechnologies | Oct 2026Participated | $27 MSeries A | |
Armadin | Oct 2026Participated | $256 MSeries B | |
TERASi | Sep 2026Participated | $13 MSeed | |
Emerald AI | Aug 2026Participated | $150 MSeries A | |
BEI | Aug 2026Participated | $22 MSeries B | |
Mariana Minerals | Aug 2026Participated | $310 MSeries B | |
Odyssey | Jun 2026Participated | $310 MSeries B | |
Ent | Jun 2026Participated | $100 MSeed | |
RevEng.AI | May 2026Participated | $15 MSeries A | |
bitBiome | May 2026Participated | $22 MSeed | |
QuantWare | May 2026Participated | $178 MSeries B | |
Moment Energy | May 2026Participated | $40 MSeries B |
Insights
Time horizon
View by
Deal Distribution
| Round type | Led deals | Participated deals |
|---|---|---|
| Seed | 0 | 19 |
| Series A | 1 | 41 |
| Series B | 0 | 42 |
| Series C+ | 1 | 25 |
| Other Equity | 4 | 30 |
Monthly Deal Activity
| Month | Deals |
|---|---|
| Oct '08 | 1 |
| Nov '08 | 0 |
| Dec '08 | 0 |
| Jan '09 | 0 |
| Feb '09 | 0 |
| Mar '09 | 0 |
| Apr '09 | 0 |
| May '09 | 0 |
| Jun '09 | 0 |
| Jul '09 | 0 |
| Aug '09 | 1 |
| Sep '09 | 0 |
| Oct '09 | 0 |
| Nov '09 | 2 |
| Dec '09 | 1 |
| Jan '10 | 1 |
| Feb '10 | 0 |
| Mar '10 | 0 |
| Apr '10 | 0 |
| May '10 | 0 |
| Jun '10 | 0 |
| Jul '10 | 0 |
| Aug '10 | 0 |
| Sep '10 | 0 |
| Oct '10 | 1 |
| Nov '10 | 0 |
| Dec '10 | 0 |
| Jan '11 | 0 |
| Feb '11 | 1 |
| Mar '11 | 1 |
| Apr '11 | 0 |
| May '11 | 0 |
| Jun '11 | 1 |
| Jul '11 | 0 |
| Aug '11 | 0 |
| Sep '11 | 1 |
| Oct '11 | 0 |
| Nov '11 | 1 |
| Dec '11 | 2 |
| Jan '12 | 1 |
| Feb '12 | 0 |
| Mar '12 | 0 |
| Apr '12 | 0 |
| May '12 | 1 |
| Jun '12 | 0 |
| Jul '12 | 0 |
| Aug '12 | 0 |
| Sep '12 | 0 |
| Oct '12 | 1 |
| Nov '12 | 2 |
| Dec '12 | 1 |
| Jan '13 | 0 |
| Feb '13 | 0 |
| Mar '13 | 1 |
| Apr '13 | 0 |
| May '13 | 2 |
| Jun '13 | 0 |
| Jul '13 | 0 |
| Aug '13 | 1 |
| Sep '13 | 1 |
| Oct '13 | 0 |
| Nov '13 | 0 |
| Dec '13 | 0 |
| Jan '14 | 0 |
| Feb '14 | 0 |
| Mar '14 | 2 |
| Apr '14 | 0 |
| May '14 | 0 |
| Jun '14 | 0 |
| Jul '14 | 0 |
| Aug '14 | 0 |
| Sep '14 | 0 |
| Oct '14 | 0 |
| Nov '14 | 0 |
| Dec '14 | 0 |
| Jan '15 | 0 |
| Feb '15 | 0 |
| Mar '15 | 0 |
| Apr '15 | 1 |
| May '15 | 0 |
| Jun '15 | 0 |
| Jul '15 | 1 |
| Aug '15 | 1 |
| Sep '15 | 0 |
| Oct '15 | 0 |
| Nov '15 | 0 |
| Dec '15 | 1 |
| Jan '16 | 0 |
| Feb '16 | 0 |
| Mar '16 | 0 |
| Apr '16 | 0 |
| May '16 | 0 |
| Jun '16 | 1 |
| Jul '16 | 0 |
| Aug '16 | 0 |
| Sep '16 | 0 |
| Oct '16 | 1 |
| Nov '16 | 1 |
| Dec '16 | 0 |
| Jan '17 | 1 |
| Feb '17 | 0 |
| Mar '17 | 0 |
| Apr '17 | 0 |
| May '17 | 1 |
| Jun '17 | 0 |
| Jul '17 | 0 |
| Aug '17 | 0 |
| Sep '17 | 0 |
| Oct '17 | 2 |
| 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 | 1 |
| 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 | 1 |
| Aug '19 | 0 |
| Sep '19 | 1 |
| Oct '19 | 0 |
| Nov '19 | 2 |
| Dec '19 | 0 |
| Jan '20 | 0 |
| Feb '20 | 1 |
| Mar '20 | 0 |
| Apr '20 | 2 |
| May '20 | 1 |
| Jun '20 | 1 |
| Jul '20 | 2 |
| Aug '20 | 0 |
| Sep '20 | 1 |
| Oct '20 | 0 |
| Nov '20 | 0 |
| Dec '20 | 0 |
| Jan '21 | 0 |
| Feb '21 | 2 |
| Mar '21 | 1 |
| Apr '21 | 2 |
| May '21 | 1 |
| Jun '21 | 1 |
| Jul '21 | 2 |
| Aug '21 | 0 |
| Sep '21 | 0 |
| Oct '21 | 2 |
| Nov '21 | 2 |
| Dec '21 | 1 |
| Jan '22 | 0 |
| Feb '22 | 1 |
| Mar '22 | 3 |
| Apr '22 | 2 |
| May '22 | 0 |
| Jun '22 | 0 |
| Jul '22 | 0 |
| Aug '22 | 0 |
| Sep '22 | 4 |
| Oct '22 | 1 |
| Nov '22 | 4 |
| Dec '22 | 3 |
| Jan '23 | 4 |
| Feb '23 | 1 |
| Mar '23 | 0 |
| Apr '23 | 1 |
| May '23 | 0 |
| Jun '23 | 0 |
| Jul '23 | 0 |
| Aug '23 | 1 |
| Sep '23 | 0 |
| Oct '23 | 3 |
| Nov '23 | 2 |
| Dec '23 | 0 |
| Jan '24 | 0 |
| Feb '24 | 1 |
| Mar '24 | 5 |
| Apr '24 | 1 |
| May '24 | 0 |
| Jun '24 | 0 |
| Jul '24 | 3 |
| Aug '24 | 1 |
| Sep '24 | 1 |
| Oct '24 | 0 |
| Nov '24 | 4 |
| Dec '24 | 2 |
| Jan '25 | 1 |
| Feb '25 | 3 |
| Mar '25 | 3 |
| Apr '25 | 1 |
| May '25 | 3 |
| Jun '25 | 2 |
| Jul '25 | 1 |
| Aug '25 | 2 |
| Sep '25 | 2 |
| Oct '25 | 2 |
| Nov '25 | 4 |
| Dec '25 | 1 |
| Jan '26 | 1 |
| Feb '26 | 1 |
| Mar '26 | 5 |
| Apr '26 | 5 |
| May '26 | 4 |
| Jun '26 | 2 |
| Jul '26 | 0 |
| Aug '26 | 3 |
| Sep '26 | 1 |
| Oct '26 | 2 |
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 | 52 |
| Hardware & Robotics | 48 |
| Enterprise Software | 45 |
| Space & Frontier Tech | 45 |
| Data, Analytics & IT | 40 |
| Networks, Cloud & Communication | 39 |
| Manufacturing | 31 |
| Cybersecurity & Privacy | 27 |
| Clean Energy & Sustainability | 19 |
| Health & Life Sciences | 19 |
| Media & Entertainment | 9 |
| Government & Defense | 7 |
| Transportation & Logistics | 7 |
| Fintech | 7 |
| Professional Services | 7 |
| Developer Tools | 6 |
| AR/VR | 5 |
| Consumer & Lifestyle | 5 |
| Marketing & Advertising | 4 |
| Real Estate & Construction | 3 |
| Food & Agriculture | 2 |
| Education & Workforce | 1 |
| E-Commerce & Retail | 1 |
Deal Size Distribution
Undisclosed round sizes are excluded. Capital represents total round sizes, not fund cheque sizes.
| Round size band (USD) | Deals |
|---|---|
| <$5M | 8 |
| $5M-$10M | 22 |
| $10M-$25M | 63 |
| $25M-$50M | 30 |
| $50M-$100M | 14 |
| $100M-$250M | 19 |
| $250M-$500M | 6 |
| $500M-$1B | 1 |
| $1B+ | 0 |
Deals By Geography
Top 9 of 9 regions; European countries are grouped as Europe.
| Region | Deals |
|---|---|
| United States | 111 |
| Europe | 26 |
| Australia | 13 |
| Canada | 5 |
| Japan | 3 |
| Singapore | 2 |
| New Zealand | 1 |
| Philippines | 1 |
| South Korea | 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 |
|---|---|
| ARCH Venture Partners | 9 |
| Intel Capital | 9 |
| Lux Capital | 8 |
| Google Ventures | 7 |
| Data Collective | 6 |
| Khosla Ventures | 6 |
| Sequoia Capital | 6 |
| Y Combinator | 6 |
| Accel | 5 |
| Andreessen Horowitz | 5 |
| Bloomberg Beta | 5 |
| Main Sequence Ventures | 5 |
| 8VC | 4 |
| Alumni Ventures | 4 |
| Capital One Ventures | 4 |
| Greylock Partners | 4 |
| Horizons Ventures | 4 |
| Ignition Partners | 4 |
| Kleiner Perkins | 4 |
| Lavrock Ventures | 4 |
Investment Strategy
| Category | Deals (count) | Share (%) |
|---|---|---|
| Led | 6 | 4% |
| Participating | 157 | 96% |
| Category | Deals (count) | Share (%) |
|---|---|---|
| Single-lead | 1 | 17% |
| Co-led | 5 | 83% |
Team
Managing Partner
Principal
Senior Partner, Washington DC
Senior Partner
Managing Partner
Founder
Managing Partner
Venture Partner
Senior Partner
Investor
Partner
Venture Investor
Managing Director
Founder
Executive Vice President, Compass national interest investing
EVP, IQT Emerge