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

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

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

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

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

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

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

Aeva

IPO: NYSE:AEVA in 2021

founded

2017

partnered

2017, Series A

sector

Systems

Aforza

founded

2019

partnered

2021, Series A

sector

Applications

Europe

Alaiko

Acquired by Zenfulfillment in 2024

founded

2020

partnered

2021, Series A

sector

Applications

Europe

Antenna

founded

2017

partnered

2020, Series A

sector

Infrastructure

Apollo GraphQL

founded

2016

partnered

2021, Series D

sector

Infrastructure

Armorblox

Acquired by Cisco in 2023

founded

2017

partnered

2020, Series B

sector

Infrastructure

Aurasell

founded

2024

partnered

2024, Seed

sector

Applications

Avidbots

founded

2014

partnered

2019, Series B

sector

Systems

Bizzabo

founded

2011

partnered

2019, Series D

sector

Applications

Blink

founded

2015

partnered

2021, Series A

sector

Applications

Bringg

founded

2013

partnered

2018, Series C

sector

Applications

Israel

Built Robotics

founded

2016

partnered

2019, Series B

sector

Systems

cargo.one

founded

2017

partnered

2020, Series A

sector

Applications

Europe

Claroty

founded

2014

partnered

2019, Series C

sector

Infrastructure

Cohesity

founded

2013

partnered

2019, Series D

sector

Infrastructure

DataGrail

founded

2018

partnered

2021, Series B

sector

Applications

DeepScale

Acquired by Tesla in 2019

founded

2015

partnered

2018, Series A

sector

Infrastructure

Echo

founded

2025

partnered

2025, Series A

sector

Infrastructure

Enzo Health

founded

2024

partnered

2026, Series A

sector

Applications

Freehand

founded

2017

partnered

2020, Series A

sector

Applications

Gecko Robotics

founded

2016

partnered

2019, Series B

sector

Systems

Halcyon

founded

2021

partnered

2024, Series C

sector

Infrastructure

Harmonic Security

founded

2023

partnered

2024, Series A

sector

Infrastructure

Kai

founded

2024

partnered

2024, Seed

sector

Infrastructure

Locus Robotics

founded

2013

partnered

2022, Series F

sector

Systems

Logz.io

founded

2014

partnered

2019, Series D

sector

Infrastructure

Israel

Luminary

founded

2019

partnered

2025, Series B

sector

Infrastructure

Markforged

Acquired by Nano Dimension in 2025

founded

2013

partnered

2017, Series A

sector

Systems

Metadata

founded

2015

partnered

2022, Series B

sector

Applications

Nominal

founded

2023

partnered

2025, Series A

sector

Applications

Noname Security

Acquired by Akamai in 2024

founded

2020

partnered

2021, Series B

sector

Infrastructure

Israel

Observe.AI

founded

2017

partnered

2020, Series B

sector

Applications

Patlytics

founded

2023

partnered

2025, Series A

sector

Applications

Radiant Security

founded

2021

partnered

2023, Series A

sector

Infrastructure

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

Sennder

founded

2015

partnered

2019, Series C

sector

Applications

Europe

Sila

founded

2011

partnered

2018, Series D

sector

Systems

Skylo

founded

2017

partnered

2024

sector

Infrastructure

Sona

founded

2021

partnered

2026, Series B

sector

Applications

Europe

Sysdig

founded

2013

partnered

2021, Series F

sector

Infrastructure

TigerEye

Acquired by Lennar in 2026

founded

2021

partnered

2022, Series A

sector

Applications

Turvo

Acquired by Lineage Logistics in 2022

founded

2015

partnered

2018, Series B

sector

Applications

TwoDots

founded

2022

partnered

2024, Series A

sector

Applications

Varjo

founded

2016

partnered

2018, Series B

sector

Systems

Europe

Vitally

founded

2017

partnered

2022, Series B

sector

Applications

Wandelbots

founded

2017

partnered

2020, Series B

sector

Systems

Europe

XBuild

founded

2022

partnered

2026, Series A

sector

Applications

Yellowbrick Data

founded

2014

partnered

2018, Series B

sector

Infrastructure

Zesty

founded

2019

partnered

2021, Series A

sector

Infrastructure

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the N47 community

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Podcasts

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6/23/2026

Which pain points should founders solve?

Perspectives

Lak Ananth, Jonathan Goldberg

6/9/2026

Intelligence On Tap

Playbooks

Lak Ananth, Jonathan Goldberg

6/9/2026

6. From concentration to diffusion

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6/9/2026

5. Beyond transformers

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6/9/2026

4. Tokens, thinking, and speed

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Lak Ananth, Jonathan Goldberg

6/9/2026

3. The architecture wars

Browse insights

Everything starts with a category-defining product.

Everything starts with a category-defining product.

BuildOps

Encord

Skydio

Tractian

VAST Data

Verkada

15Five

Aeva

Aforza

Alaiko

Antenna

Apollo GraphQL

Armorblox

Aurasell

Avidbots

Bizzabo

Blink

Bringg

Built Robotics

cargo.one

Claroty

Cohesity

DataGrail

DeepScale

Echo

Enzo Health

Freehand

Gecko Robotics

Halcyon

Harmonic Security

Kai

Locus Robotics

Logz.io

Luminary

Markforged

Metadata

Nominal

Noname Security

Observe.AI

Patlytics

Radiant Security

rideOS

Scoutbee

Sennder

Sila

Skylo

Sona

Sysdig

TigerEye

Turvo

TwoDots

Varjo

Vitally

Wandelbots

XBuild

Yellowbrick Data

Zesty

Insights fromthe N47 community

Which pain points should founders solve?

Intelligence On Tap

6. From concentration to diffusion

5. Beyond transformers

4. Tokens, thinking, and speed

3. The architecture wars

Everything starts with a category-
defining product.

Insights from
the N47 community