Overview
Investment portfolio
| NAME | DATE | SIZE | |
|---|---|---|---|
Impulse Space | Sep 2026Participated | $308 MSeries D | |
Impulse Space | Jun 2026Participated | $500 MSeries D | |
Thea Energy | May 2026Participated | $100 MSeries B | |
Lace | Mar 2026Participated | $40 MSeries A | |
Freeform | Feb 2026Participated | $67 MSeries B | |
Waabi | Jan 2026Participated | $750 MSeries C | |
Kargo | Dec 2025Participated | $42 MSeries B | |
Mythic | Dec 2025Participated | $125 MSeries D | |
Impulse Space | Jun 2025Led | $300 MSeries C | |
Skydio | Nov 2024Participated | $170 MSeries E | |
Whisper Aero | Apr 2023Participated | $32 MSeries A | |
Skydio | Feb 2023Led | $230 MSeries E | |
Impulse Space | Sep 2026Participated | $308 MSeries D | |
Impulse Space | Jun 2026Participated | $500 MSeries D | |
Thea Energy | May 2026Participated | $100 MSeries B | |
Lace | Mar 2026Participated | $40 MSeries A | |
Freeform | Feb 2026Participated | $67 MSeries B | |
Waabi | Jan 2026Participated | $750 MSeries C | |
Kargo | Dec 2025Participated | $42 MSeries B | |
Mythic | Dec 2025Participated | $125 MSeries D | |
Impulse Space | Jun 2025Led | $300 MSeries C | |
Skydio | Nov 2024Participated | $170 MSeries E | |
Whisper Aero | Apr 2023Participated | $32 MSeries A | |
Skydio | Feb 2023Led | $230 MSeries E |
Insights
Time horizon
View by
Deal Distribution
| Round type | Led deals | Participated deals |
|---|---|---|
| Series A | 0 | 2 |
| Series B | 0 | 4 |
| Series C+ | 2 | 8 |
| Other Equity | 2 | 2 |
Monthly Deal Activity
| Month | Deals |
|---|---|
| May '16 | 1 |
| 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 | 1 |
| 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 | 1 |
| May '18 | 0 |
| Jun '18 | 0 |
| Jul '18 | 0 |
| Aug '18 | 0 |
| Sep '18 | 0 |
| Oct '18 | 0 |
| Nov '18 | 2 |
| 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 | 1 |
| 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 | 1 |
| Feb '22 | 0 |
| Mar '22 | 0 |
| Apr '22 | 0 |
| May '22 | 0 |
| Jun '22 | 0 |
| Jul '22 | 0 |
| Aug '22 | 0 |
| Sep '22 | 1 |
| Oct '22 | 0 |
| Nov '22 | 0 |
| Dec '22 | 0 |
| Jan '23 | 0 |
| Feb '23 | 1 |
| Mar '23 | 0 |
| Apr '23 | 1 |
| May '23 | 0 |
| Jun '23 | 0 |
| Jul '23 | 0 |
| Aug '23 | 0 |
| Sep '23 | 0 |
| Oct '23 | 0 |
| Nov '23 | 0 |
| Dec '23 | 0 |
| Jan '24 | 0 |
| Feb '24 | 0 |
| Mar '24 | 0 |
| Apr '24 | 0 |
| May '24 | 0 |
| Jun '24 | 0 |
| Jul '24 | 0 |
| Aug '24 | 0 |
| Sep '24 | 0 |
| Oct '24 | 0 |
| Nov '24 | 1 |
| Dec '24 | 0 |
| Jan '25 | 0 |
| Feb '25 | 0 |
| Mar '25 | 0 |
| Apr '25 | 0 |
| May '25 | 0 |
| Jun '25 | 1 |
| Jul '25 | 0 |
| Aug '25 | 0 |
| Sep '25 | 0 |
| Oct '25 | 0 |
| Nov '25 | 0 |
| Dec '25 | 2 |
| Jan '26 | 1 |
| Feb '26 | 1 |
| Mar '26 | 1 |
| Apr '26 | 0 |
| May '26 | 1 |
| Jun '26 | 1 |
| Jul '26 | 0 |
| Aug '26 | 0 |
| 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 |
|---|---|
| Space & Frontier Tech | 9 |
| Manufacturing | 7 |
| Transportation & Logistics | 7 |
| AI & Machine Learning | 6 |
| Hardware & Robotics | 4 |
| Clean Energy & Sustainability | 4 |
| Enterprise Software | 3 |
| Networks, Cloud & Communication | 1 |
| Cybersecurity & Privacy | 1 |
| AR/VR | 1 |
| Real Estate & Construction | 1 |
Deal Size Distribution
Undisclosed round sizes are excluded. Capital represents total round sizes, not fund cheque sizes.
| Round size band (USD) | Deals |
|---|---|
| <$5M | 0 |
| $5M-$10M | 0 |
| $10M-$25M | 1 |
| $25M-$50M | 4 |
| $50M-$100M | 3 |
| $100M-$250M | 8 |
| $250M-$500M | 2 |
| $500M-$1B | 2 |
| $1B+ | 0 |
Deals By Geography
Top 4 of 4 regions; European countries are grouped as Europe.
| Region | Deals |
|---|---|
| United States | 16 |
| Europe | 2 |
| Israel | 1 |
| Canada | 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 |
|---|---|
| Founders Fund | 3 |
| Lux Capital | 3 |
| 137 Ventures | 2 |
| Axon | 2 |
| Banner VC | 2 |
| BMW i Ventures | 2 |
| Braemar Energy Ventures | 2 |
| CBRE | 2 |
| Data Collective | 2 |
| DFJ Growth | 2 |
| ENGIE New Ventures | 2 |
| Evergy Ventures | 2 |
| Next47 | 2 |
| NVentures | 2 |
| Siemens | 2 |
| Valor Equity Partners | 2 |
| Abstract Ventures | 1 |
| AE Ventures | 1 |
| AeroX Ventures | 1 |
| Airbus Ventures | 1 |
Investment Strategy
| Category | Deals (count) | Share (%) |
|---|---|---|
| Led | 4 | 20% |
| Participating | 16 | 80% |
| Category | Deals (count) | Share (%) |
|---|---|---|
| Single-lead | 4 | 100% |
| Co-led | 0 | 0% |
Team
Managing Director
Senior Associate
Managing Director & Founder
Principal, Head of Investor Relations