70+ investments since 2014

Portfolio.

First checks at pre-seed through Series A, into companies rebuilding specific industries.

Case Studies
Active Portfolio

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.

Active investments

Company, industry, and what they do.

Alida Biosciences

Life science tools

Reads RNA modifications on the sequencers labs already own, turning chemical marks that were invisible into readable barcodes.

Amira Learning

Education

The AI reading tutor that listens to a child read aloud and coaches them in the moment, at district scale.

Autolab

Automotive

A branded network that turns Latin America's independent repair shops into a garage drivers can actually trust.

Backflip

Real estate

The app house flippers use to underwrite a deal and the lender that funds it, in a single flow.

Barti

Eye care

The modern, AI-assisted EHR for eye care, replacing the twenty-year-old software optometrists have been stuck with.

BeyondTrucks

Trucking

The dispatch and compliance system built for the fleets that general freight software forgot: bulk chemicals, fuels, hazmat.

Concert Health

Behavioral health

Behavioral health built into the primary care visit, so a depression diagnosis gets treated instead of referred out.

Continuum Powders

Advanced materials

Turns scrap metal and end-of-life parts into virgin-quality powder for additive manufacturing, in one plasma step, on US soil.

Delix

Therapeutics

Neuroplastogens designed to regrow the brain's connections, keeping the therapeutic effect and dropping the hallucination.

Domos

Property management

An AI that answers residents on every channel around the clock and files the work order in the system the property manager already runs.

Edifice Health

Immune health

A blood-based measure of how fast your immune system is aging, built to catch chronic inflammation years before it becomes disease.

Embroker

Insurance

Commercial insurance for startups and law firms: one online application, a quote in minutes, no broker paper chase.

Headgum

Media and podcasting

A comedy podcast network, and the marketplace where brands buy host-read ads straight from the creators.

Implentio

Ecommerce operations

Audits every logistics and carrier invoice line by line, and wins back the margin ecommerce brands overpay without noticing.

Inbox Health

Healthcare billing

Patient billing that reads like a conversation instead of a paper statement, for the billing companies that send millions of them.

Inveterate

Retail and ecommerce

Paid membership loyalty for ecommerce brands, turning one-time buyers into recurring revenue.

Menlo Micro

Semiconductors

The Ideal Switch: a MEMS device with the power handling of a mechanical relay and the speed and lifetime of solid state.

Mongoose

Health plans

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.

Mudflap

Trucking

Instant diesel discounts for the owner-operators and small fleets that move most of American freight.

ONI

Life science tools

Super-resolution microscopy shrunk from an optical table down to a benchtop box any lab can run.

OnsiteIQ

Construction

Weekly 360-degree site capture read by computer vision, giving developers independent ground truth on how a build is actually progressing.

Partillion Bioscience

Life science tools

Nanovials that hold two cells together so discovery teams can measure what passes between them.

Passio

Nutrition AI

Photo to macros food recognition, the nutrition engine running inside GLP-1 and chronic care programs.

Roofr

Home services

Measurement to money for roofing contractors: instant aerial roof reports that become proposals, material orders, and payments.

Scout

Agriculture

Computer vision that scouts specialty crops plant by plant, replicating the grower's eye across every row of the vineyard.

SOCi

Multi-location marketing

An AI marketing workforce that runs local search, social, and reviews for every location of a national brand at once.

Tactile Therapeutics

Therapeutics

Destroys the proteins that carry out neurodegenerative cell death, rather than trying to inhibit them.

Tasso

Diagnostics

Lab-quality blood samples collected at the kitchen table, with no phlebotomist and no trip to the lab.

Upwell

Freight and logistics

AI that bills freight and collects on it, so carriers and brokers stop quietly financing their own customers.

Welby Health

Chronic care

A full clinical team delivered as a service inside the practice's own EHR, managing chronic patients in the long gaps between visits.

Zuub

Dental

Real-time dental insurance verification as an API: seconds of code in place of a front desk on hold with payers.

We invest at pre-seed through Series A. For more about our investment criteria, see How we invest →

Building in a vertical industry?

If you're rebuilding a vertical with AI, we'd love to hear from you.