We invest in product‑first B2B software companies, focusing on AI, cybersecurity, application and dev‑ops/infrastructure verticals. Our early‑stage fund backs pre‑revenue or sub‑$5M ARR founders, while the growth fund supports companies above that threshold, providing deep technical expertise and operational support throughout the journey.
Industries
Industry breakdown
Top industries in the portfolio
Geography
Geographic scope
United States
Geography breakdown
Darker regions = more portfolio companies
Top 5 countries
United States of America
83.3%Australia
3.3%Cuba
3.3%Countries with a higher share of the portfolio are shaded darker on the map.
Stages
Stage indicator
Stage agnostic
Stage breakdown
Portfolio by stage
Portfolio vintage
Companies by founded year
Fund details
Funds
Ventures II
Vintage 2023 • $150M
Ventures III
Vintage 2025 • $150M
Ventures I
$110M