Founders re-architecting the Enterprise for the AI economy.
From foundational Enterprise software to AI-native companies, our portfolio traces an evolution in how businesses get built.
Three ways into the AI-native economy.
AI is not another software cycle. It is an inversion in how work is performed: software no longer just organizes information, it reasons, decides, and acts. Humans will lead. AI agents will execute. We back founders building for that world across three categories.
Powering Agents
The rails agents run on. Memory, identity, tools, and orchestration for machines that act, not just answer.
AI-Native Operating Systems & Services
Companies re-architecting how industries operate. Some arm incumbents to rebuild their operations. Others deliver the service itself, ten times better, because of AI.
The Newly-Imagined
Markets that did not exist before AI. Ambiguous today, obvious at scale.
Powering Agents
Companies building the infrastructure that lets AI agents act, transact, and operate on their own.
Agent Payments
BlockRun
One endpoint for every model, tool and data source an agent needs, each call priced before it runs and settled on-chain.
PERSONAL AI ASSISTANT
AG2
Personal AI that works unattended, from the co-creators of AutoGen.
Device Software
logcat.ai
AI agents that debug and build the low-level software inside phones, vehicles, and connected devices.
DATA GOVERNANCE
Metatate
Centralized workspace to build, deploy, and observe data policies across an entire organization.
Data Security
Kriptos
Gives enterprises AI-powered visibility and control over sensitive data.
Document Intelligence
Veryfi
Real-time OCR and data extraction APIs for documents and receipts.
Developer Tools
Optimal AI
Agents that review, test, and ship production code.
Compliance
GetGenAI
Automated marketing compliance verification for regulated industries.
AI-Native Operating Systems & Services
Companies re-architecting how their industries operate, from insurance to freight to healthcare.
Operational Intelligence
AutoStep
Watches how work actually happens on employee desktops, prices every recurring task, then builds the agent or process change that removes it.
Revenue Intelligence
ZigAI
Runs everything around the sale, from research and outreach to call prep, CRM hygiene and pipeline risk, with the rep approving anything complex.
HR
Sora
Automates employee onboarding, offboarding, and core HR processes.
CONVERSATIONAL COMMERCE
Jelou
Helps businesses build AI agents that move money and resolve customer workflows inside WhatsApp.
Financial Services AI
Gail
Handles the customer conversation and the work it creates, across voice, chat, WhatsApp and email, for insurance, banking and lending.
DENTAL
Flossy
Gives dental practices an AI front desk that never misses a patient call.
Insurance
Xilo
Automates insurance quoting and intake for agencies.
Program Execution
Empwr
The delivery layer for hybrid teams of humans and AI agents, turning meetings, messages, and tickets into coordinated action.
Clinical Trials
Intake AI
Agents that turn clinical trial protocols into a research site’s data systems, with a quality-control agent checking every field.
Hospital Operations
Cognarus
Real-time operational execution for hospitals, from nurse staffing to patient flow and discharge coordination. Execution, not prediction.
Construction
Shackleton AI
AI agents that run construction workflows from bid to closeout, born inside an operating construction company.
Audit
Oath
A new audit firm, not audit software, built to automate the majority of the audit.
Commerce
Chord
Unifies customer data for commerce brands and automates marketing decisions in real time.
Internal Audit
Arden
Agents that pull evidence from the enterprise stack, test SOX controls end to end, and produce audit-ready workpapers.
Enterprise Operations
Qomplement
AI agents that operate existing enterprise software the way a person would, across supply chain, finance, and back-office workflows.
Healthcare
Aiva
Voice-driven AI nursing assistant for hospitals and health systems.
REAL ESTATE
AcquiOS
AI underwriting copilot for commercial real estate acquisitions teams.
HEALTHCARE
KayN
Automates healthcare administration, starting with insurance verification, freeing staff to focus on patients.
Financial Services
Clifton
AI-native back office for financial services firms.
LOGISTICS
Tiriel
Builds AI agents that run freight dispatch autonomously.
Customer Support
Worknet
AI-native service operations for enterprise support teams.
The Newly-Imagined
Markets that did not exist before AI. Ambiguous today, obvious at scale.
Engineering Intelligence
Torus
AI agents that read engineering specs, drawings, and datasheets to catch cross-discipline inconsistencies and automate project follow-up.
Workplace Coordination
Alike
An autonomous communication agent that keeps teams coordinated, cutting manual updates and status chasing.
Model Optimization
Imbik
Finds the expensive subtasks inside agentic workflows and distills smaller, specialized models to run them at lower cost and latency.
Music & IP
Track Royalty
Building AI-powered financial infrastructure for music royalties.
Frontier
Outsized bets on hard problems, wherever they sit. Chosen for the founder and the size of the prize.
Earlier Investments
The companies that built our track record before the AI-native era. Several acquired, all formative.
Paycard Fintech
Branch
Provides mobile-first banking and pay flexibility for hourly workers.
Payments
Finix
Payments OS for software platforms, marketplaces, and modern businesses.
Commerce
Tapcart
Mobile commerce platform powering Shopify's leading brands.
Audit & Risk
AuditBoard
Connected risk platform for audit, risk, and compliance teams. Acquired by Hg.
Acquired
Fintech
Heard
Financial back office for therapists in private practice.
Compliance & Payments
BLAZE
Complete cannabis software suite designed to streamline and scale dispensary operations.
Creator Economy
Social Native
Connects brands with creators to produce content at scale.
Creator Economy
Howl
Helps creators manage brand partnerships and monetization.
Remote Workforce Management
GroWrk
Global IT equipment lifecycle management for distributed teams.
Healthcare
Silversheet
Automates healthcare credentialing for medical facilities. Acquired by AMN Healthcare.
Acquired
Queue Management
Qless
Replaces physical lines with virtual queues. Acquired by Palisades Growth.
Acquired
Hybrid Delivery
Cartwheel
Gives restaurants and retailers control of last-mile delivery with a hybrid fleet model.
PRODUCT MANAGEMENT
Dragonboat
Helps product teams align strategy and execution across portfolios.
B2B Commerce
Ordana
Powers AI agents that automate the order desk for wholesale distributors.
Healthcare
Bloomlife
Builds wearable monitors for maternal and fetal health.
COMMERCE
Storepath
Helps small merchants start and run shops more easily. Acquired by Thrasio.
Acquired
Commerce
Repeat
Automates replenishment for consumer brands. Acquired by WeCommerce.
Acquired
HR
Time Study
Automates time tracking and analytics so organizations can see where work actually goes.
