First checks at pre-seed through Series A, into companies rebuilding specific industries.
The agentic AI marketing workforce for multi-location brands. Brand-trained agents autonomously execute local search, social, and reputation across thousands of locations for enterprise franchises.
We led the Series A. SOCi has scaled through many institutional rounds and was partially realized.
Deep, instant fuel discounts for owner-operators and small fleets: a spending platform built for the most fragmented segment of American freight.
We led the formation-stage round. Mudflap has scaled to become an industry leader.
The AI reading tutor: listens to students read aloud, diagnoses needs in real time, and delivers 1:1 science-of-reading instruction at district scale.
We led the formation-stage round. Amira now reaches millions of students in multiple countries.
We invest in all vertical industries. What follows are examples, not the boundaries of where we will look. If you do not see your industry on this list, that is not a reason to skip us.
Since 2014 we have made 70+ investments from four funds, active and realized. The case studies above go deeper on three of them. Below is every company we are invested in today. Want to go deeper on any part of the portfolio? Ask us.
Company, industry, and what they do.
Reads RNA modifications on the sequencers labs already own, turning chemical marks that were invisible into readable barcodes.
The AI reading tutor that listens to a child read aloud and coaches them in the moment, at district scale.
A branded network that turns Latin America's independent repair shops into a garage drivers can actually trust.
The app house flippers use to underwrite a deal and the lender that funds it, in a single flow.
The modern, AI-assisted EHR for eye care, replacing the twenty-year-old software optometrists have been stuck with.
The dispatch and compliance system built for the fleets that general freight software forgot: bulk chemicals, fuels, hazmat.
Behavioral health built into the primary care visit, so a depression diagnosis gets treated instead of referred out.
Turns scrap metal and end-of-life parts into virgin-quality powder for additive manufacturing, in one plasma step, on US soil.
Neuroplastogens designed to regrow the brain's connections, keeping the therapeutic effect and dropping the hallucination.
An AI that answers residents on every channel around the clock and files the work order in the system the property manager already runs.
A blood-based measure of how fast your immune system is aging, built to catch chronic inflammation years before it becomes disease.
Commercial insurance for startups and law firms: one online application, a quote in minutes, no broker paper chase.
A comedy podcast network, and the marketplace where brands buy host-read ads straight from the creators.
Audits every logistics and carrier invoice line by line, and wins back the margin ecommerce brands overpay without noticing.
Patient billing that reads like a conversation instead of a paper statement, for the billing companies that send millions of them.
Paid membership loyalty for ecommerce brands, turning one-time buyers into recurring revenue.
The Ideal Switch: a MEMS device with the power handling of a mechanical relay and the speed and lifetime of solid state.
The agent-driven experience layer for health plans: governed AI agents that finish the work behind enrollment, claims, and prior authorization instead of routing it to a queue.
Instant diesel discounts for the owner-operators and small fleets that move most of American freight.
Super-resolution microscopy shrunk from an optical table down to a benchtop box any lab can run.
Weekly 360-degree site capture read by computer vision, giving developers independent ground truth on how a build is actually progressing.
Nanovials that hold two cells together so discovery teams can measure what passes between them.
Photo to macros food recognition, the nutrition engine running inside GLP-1 and chronic care programs.
Measurement to money for roofing contractors: instant aerial roof reports that become proposals, material orders, and payments.
Computer vision that scouts specialty crops plant by plant, replicating the grower's eye across every row of the vineyard.
An AI marketing workforce that runs local search, social, and reviews for every location of a national brand at once.
Destroys the proteins that carry out neurodegenerative cell death, rather than trying to inhibit them.
Lab-quality blood samples collected at the kitchen table, with no phlebotomist and no trip to the lab.
AI that bills freight and collects on it, so carriers and brokers stop quietly financing their own customers.
A full clinical team delivered as a service inside the practice's own EHR, managing chronic patients in the long gaps between visits.
Real-time dental insurance verification as an API: seconds of code in place of a front desk on hold with payers.
If you're rebuilding a vertical with AI, we'd love to hear from you.