Everything starts with a category-defining product.

Everything starts with a category-
defining product.

Each company we back began with one thing:
a product too compelling to ignore.

Founded

Partnered

Sector

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BuildOps

Alok Chanani, Steve Chew

founded

2018

partnered

2021, Series A

sector

Applications

US

US

BuildOps unifies the chaos of commercial contracting, replacing disconnected tools and manual workflows with one purpose-built AI-powered platform.

Encord

Eric Landau, Ulrik Stig Hansen

founded

2021

partnered

2024, Series B

sector

Infrastructure

US

US

Encord is the leading data development platform for computer vision and multimodal AI teams.

Skydio

Adam Bry, Abraham Bachrach, Matt Donahoe

founded

2014

partnered

2019, Series C

sector

Systems

US

US

Skydio leads in autonomous flight, pushing the edge of what’s possible with AI-powered drones built for mission-critical use.

Tractian

Igor Marinelli, Leonardo Vieira, Gabriel Lameirinhas

founded

2019

partnered

2022, Series A

sector

Systems

US

US

Tractian uses AI to predict equipment failures and eliminate unplanned downtime, transforming maintenance from reactive to strategic advantage for industrial operations.

VAST Data

Renen Hallak, Jeff Denworth, Shachar Fienblit

founded

2016

partnered

2020, Series C

sector

Infrastructure

US

US

VAST is building the AI Operating System, a global data platform where intelligent agents store, think, communicate, and act autonomously.

Verkada

Filip Kaliszan, Hans Robertson

founded

2016

partnered

2018, Series A

sector

Systems

US

US

Verkada helps organizations run safer, smarter buildings through a single cloud-based physical security platform with AI-powered insights that turn data into actionable intelligence.

15Five

founded

2011

partnered

2019, Series B

sector

Applications

US

US

Aeva

IPO: NYSE:AEVA in 2021

founded

2017

partnered

2017, Series A

sector

Systems

US

US

Aforza

founded

2019

partnered

2021, Series A

sector

Applications

Europe

Europe

Alaiko

Acquired by Zenfulfillment in 2024

founded

2020

partnered

2021, Series A

sector

Applications

Europe

Europe

Apollo GraphQL

founded

2016

partnered

2021, Series D

sector

Infrastructure

US

US

Armorblox

Acquired by Cisco in 2023

founded

2017

partnered

2020, Series B

sector

Infrastructure

US

US

Aurasell

founded

2024

partnered

2024, Seed

sector

Applications

US

US

Avidbots

founded

2014

partnered

2019, Series B

sector

Systems

US

US

Bizzabo

founded

2011

partnered

2019, Series D

sector

Applications

US

US

Blink

founded

2015

partnered

2021, Series A

sector

Applications

US

US

Bringg

founded

2013

partnered

2018, Series C

sector

Applications

Israel

Israel

Built Robotics

founded

2016

partnered

2019, Series B

sector

Systems

US

US

cargo.one

founded

2017

partnered

2020, Series A

sector

Applications

Europe

Europe

Claroty

founded

2014

partnered

2019, Series C

sector

Infrastructure

US

US

Cohesity

founded

2013

partnered

2019, Series D

sector

Infrastructure

US

US

DataGrail

founded

2018

partnered

2021, Series B

sector

Applications

US

US

DeepScale

Acquired by Tesla in 2019

founded

2015

partnered

2018, Series A

sector

Infrastructure

US

US

Echo

founded

2025

partnered

2025, Series A

sector

Infrastructure

US

US

Gecko Robotics

founded

2016

partnered

2019, Series B

sector

Systems

US

US

Halcyon

founded

2021

partnered

2024, Series C

sector

Infrastructure

US

US

Harmonic Security

founded

2023

partnered

2024, Series A

sector

Infrastructure

US

US

Locus Robotics

founded

2013

partnered

2022, Series F

sector

Systems

US

US

Logz.io

founded

2014

partnered

2019, Series D

sector

Infrastructure

Israel

Israel

Luminary Cloud

founded

2019

partnered

2025, Series B

sector

Infrastructure

US

US

Markforged

Acquired by Nano Dimension in 2025

founded

2013

partnered

2017, Series A

sector

Systems

US

US

Metadata

founded

2015

partnered

2022, Series B

sector

Applications

US

US

Nominal

founded

2023

partnered

2025, Series A

sector

Applications

US

US

Noname Security

Acquired by Akamai in 2024

founded

2020

partnered

2021, Series B

sector

Infrastructure

Israel

Israel

Observe.AI

founded

2017

partnered

2020, Series B

sector

Applications

US

US

Pando

founded

2017

partnered

2020, Series A

sector

Applications

US

US

Patlytics

founded

2023

partnered

2025, Series A

sector

Applications

US

US

Radiant Security

founded

2021

partnered

2023, Series A

sector

Infrastructure

US

US

rideOS

Acquired by Gopuff in 2021

founded

2017

partnered

2018, Series B

sector

Applications

Scoutbee

Acquired by Coupa in 2025

founded

2015

partnered

2019, Series B

sector

Applications

Europe

Europe

Sennder

founded

2015

partnered

2019, Series C

sector

Applications

Europe

Europe

Sila

founded

2011

partnered

2018, Series D

sector

Systems

US

US

Skylo

founded

2017

partnered

2024

sector

Infrastructure

US

US

Software

founded

2017

partnered

2020, Series A

sector

Infrastructure

US

US

Sysdig

founded

2013

partnered

2021, Series F

sector

Infrastructure

US

US

TigerEye

Acquired by Lennar in 2026

founded

2021

partnered

2022, Series A

sector

Applications

US

US

Turvo

Acquired by Lineage Logistics in 2022

founded

2015

partnered

2018, Series B

sector

Applications

US

US

TwoDots

founded

2022

partnered

2024, Series A

sector

Applications

US

US

Varjo

founded

2016

partnered

2018, Series B

sector

Systems

Europe

Europe

Vitally

founded

2017

partnered

2022, Series B

sector

Applications

US

US

Wandelbots

founded

2017

partnered

2020, Series B

sector

Systems

Europe

Europe

XBuild

founded

2022

partnered

2026, Series A

sector

Applications

US

US

Yellowbrick Data

founded

2014

partnered

2018, Series B

sector

Infrastructure

US

US

Zesty

founded

2019

partnered

2021, Series A

sector

Infrastructure

US

US

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