Overview
Investment portfolio
| NAME | DATE | SIZE | |
|---|---|---|---|
Snorkel AI | Sep 2026Participated | $350 MSeries E | |
Polaris Electro-Optics | Sep 2026Led | $50 MSeries B | |
Nearfield Instruments | Jun 2026Participated | $380 MSeries D | |
RadixArk | May 2026Participated | $100 MSeed | |
Nace.AI | May 2026Led | $22 MSeed | |
NeoCognition | Apr 2026Led | $40 MSeed | |
Opaque Systems | Feb 2026Led | $24 MSeries B | |
Amperesand | Nov 2025Led | $80 MSeries A | |
Empower Semiconductor | Oct 2025Participated | $140 MSeries D | |
Speedata | Jun 2025Led | $44 MSeries B | |
Virtue AI | Apr 2025Led | $30 MSeed | |
Ati Motors | Jan 2025Led | $20 MSeries B | |
Snorkel AI | Sep 2026Participated | $350 MSeries E | |
Polaris Electro-Optics | Sep 2026Led | $50 MSeries B | |
Nearfield Instruments | Jun 2026Participated | $380 MSeries D | |
RadixArk | May 2026Participated | $100 MSeed | |
Nace.AI | May 2026Led | $22 MSeed | |
NeoCognition | Apr 2026Led | $40 MSeed | |
Opaque Systems | Feb 2026Led | $24 MSeries B | |
Amperesand | Nov 2025Led | $80 MSeries A | |
Empower Semiconductor | Oct 2025Participated | $140 MSeries D | |
Speedata | Jun 2025Led | $44 MSeries B | |
Virtue AI | Apr 2025Led | $30 MSeed | |
Ati Motors | Jan 2025Led | $20 MSeries B |
Insights
Time horizon
View by
Deal Distribution
| Round type | Led deals | Participated deals |
|---|---|---|
| Seed | 4 | 2 |
| Series A | 5 | 3 |
| Series B | 4 | 1 |
| Series C+ | 3 | 3 |
| Other Equity | 0 | 2 |
Monthly Deal Activity
| Month | Deals |
|---|---|
| Oct '21 | 1 |
| Nov '21 | 1 |
| Dec '21 | 0 |
| Jan '22 | 0 |
| Feb '22 | 1 |
| Mar '22 | 0 |
| Apr '22 | 0 |
| May '22 | 0 |
| Jun '22 | 2 |
| Jul '22 | 1 |
| Aug '22 | 0 |
| Sep '22 | 1 |
| Oct '22 | 0 |
| Nov '22 | 1 |
| Dec '22 | 0 |
| Jan '23 | 0 |
| Feb '23 | 0 |
| Mar '23 | 1 |
| Apr '23 | 1 |
| May '23 | 0 |
| Jun '23 | 0 |
| Jul '23 | 0 |
| Aug '23 | 1 |
| Sep '23 | 0 |
| Oct '23 | 0 |
| Nov '23 | 0 |
| Dec '23 | 0 |
| Jan '24 | 0 |
| Feb '24 | 2 |
| Mar '24 | 0 |
| Apr '24 | 1 |
| May '24 | 0 |
| Jun '24 | 0 |
| Jul '24 | 1 |
| Aug '24 | 0 |
| Sep '24 | 0 |
| Oct '24 | 0 |
| Nov '24 | 0 |
| Dec '24 | 0 |
| Jan '25 | 1 |
| Feb '25 | 0 |
| Mar '25 | 0 |
| Apr '25 | 1 |
| May '25 | 0 |
| Jun '25 | 1 |
| Jul '25 | 0 |
| Aug '25 | 0 |
| Sep '25 | 0 |
| Oct '25 | 1 |
| Nov '25 | 1 |
| Dec '25 | 0 |
| Jan '26 | 0 |
| Feb '26 | 1 |
| Mar '26 | 0 |
| Apr '26 | 1 |
| May '26 | 2 |
| Jun '26 | 1 |
| Jul '26 | 0 |
| Aug '26 | 0 |
| Sep '26 | 2 |
| 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 | 13 |
| Hardware & Robotics | 8 |
| Data, Analytics & IT | 7 |
| Space & Frontier Tech | 6 |
| Enterprise Software | 5 |
| Manufacturing | 4 |
| Cybersecurity & Privacy | 3 |
| Health & Life Sciences | 3 |
| Networks, Cloud & Communication | 2 |
| Clean Energy & Sustainability | 1 |
| Real Estate & Construction | 1 |
| Transportation & Logistics | 1 |
| Media & Entertainment | 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 | 1 |
| $5M-$10M | 0 |
| $10M-$25M | 8 |
| $25M-$50M | 5 |
| $50M-$100M | 6 |
| $100M-$250M | 4 |
| $250M-$500M | 3 |
| $500M-$1B | 0 |
| $1B+ | 0 |
Deals By Geography
Top 6 of 6 regions; European countries are grouped as Europe.
| Region | Deals |
|---|---|
| United States | 17 |
| Israel | 4 |
| Europe | 3 |
| Singapore | 1 |
| South Korea | 1 |
| India | 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 |
|---|---|
| Factory | 5 |
| Koch Disruptive Technologies | 5 |
| Cambium Capital | 4 |
| Intel Capital | 4 |
| Pitango Venture Capital | 4 |
| Lightspeed Venture Partners | 3 |
| Prosperity7 Ventures | 3 |
| Race Capital | 3 |
| Storm Ventures | 3 |
| Temasek | 3 |
| Thomvest Ventures | 3 |
| 83North | 2 |
| Battery Ventures | 2 |
| Bessemer Venture Partners | 2 |
| Coatue | 2 |
| Fidelity Management & Research Company | 2 |
| Google Ventures | 2 |
| ING | 2 |
| Innovation Industries | 2 |
| Invest-NL | 2 |
Investment Strategy
| Category | Deals (count) | Share (%) |
|---|---|---|
| Led | 16 | 59% |
| Participating | 11 | 41% |
| Category | Deals (count) | Share (%) |
|---|---|---|
| Single-lead | 7 | 44% |
| Co-led | 9 | 56% |
Team
Partner
Investor and Chief of Staff
Managing Director
Founder, Chairman
Partner
Partner
Head of Ecosystem
Founding Managing Partner