Portfolio

Software in the
real physical world

45 companies where software reaches farms, hospitals, orbit, warehouses, and the atmosphere. Nerdy and early bets on technical founders building beyond the screen.

Agri-tech Climate Security Space

Industrial Healthcare Infrastructure

Agri-tech Climate Security Space

Industrial Healthcare Infrastructure

Standout portfolio companies

unicorn

Halter

Agri-tech Series A or later

New Zealand

Smart livestock management for farmers

Why we invested

Dairy farmer-turned-RocketLab engineer digitizing agriculture

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BusRight

Transportation Series A or later

NYC

Safe & efficient school bus/route management

Why we invested

Customer-obsessed founder applying modern SW approach to legacy industry

Eyebot

Healthcare Series A or later

Boston

Automated vision exam kiosk

Why we invested

Founder with 10+ years in eyecare paired with new detection technology

WindBorne

Climate Series A or later

Smart weather balloons for better forecasts

Why we invested

Stanford undergrad balloon team (ValBal) takes it to the next level

Splash

Defensetech Seed or earlier

Autonomous patrol boats for security

Why we invested

Low-cost nimble approach to pressing defensetech problem

unicorn

Loft Orbital

Space Series A or later

Space infrastructure services

Why we invested

Lowering activation energy for space through smarter sharing

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2 companies

Unicorn outcomes

unicorn

Halter

Agri-tech Series A or later

New Zealand

Smart livestock management for farmers

Why we invested

Dairy farmer-turned-RocketLab engineer digitizing agriculture

unicorn

Loft Orbital

Space Series A or later

Space infrastructure services

Why we invested

Lowering activation energy for space through smarter sharing

Building software beyond the screen?

Send the company that is too early, too technical, or too weird for everyone else.

Get in touch Read the thesis

Software in thereal physical world

All portfolio companies

Building software beyond the screen?

All portfolio companies

Building software beyond the screen?

Software in the
real physical world