Portfolio

Portfolio: Making Potential Actual.

$2.3B

Portfolio Enterprise Value

63%

Companies with Markups*

65%

Companies with Diverse Founders

*% of companies being in our portfolio for >18 months (typical funding cycle)

AdQuick

Making Advertising
Potential Actual

AdQuick is building the leading marketplace for “outdoor advertising” connecting brands with local media owners.

Apty

Making B2B SaaS
Potential Actual

Apty is on a mission to revolutionize enterprise efficiency by providing a cloud-based software solution with guided employee experiences and proactive analytics, empowering millions of B2B SaaS users for seamless digital adoption and operational excellence.

Cartwheel

Making Last-Mile Delivery
Potential Actual

Cartwheel is transforming the delivery management landscape with its state-of-the-art hybrid software solution, empowering restaurants, retail, and courier companies to optimize their delivery operations, reduce costs, and maintain brand identity.

Collate

Making Metadata
Potential Actual

Collate is building the AI-native metadata backbone for modern enterprises.

Concierge

Making Customer Interaction
Potential Actual

Concierge is building the AI engine that transforms how customers interact with businesses on their websites.

Deep Sentinel

Making Home Security
Potential Actual

Deep Sentinel is revolutionizing the home security industry to provide home and business owners with the protection level of live guards for the cost of traditional alarm systems, now preventing crimes before they happen.

Efficient Capital Labs

Making Borderless Capital
Potential Actual

Efficient Capital Labs is revolutionizing the way global SaaS businesses access capital by providing fast, seamless, and non-dilutive cross-border financing solutions.

Estuary

Making Data
Potential Actual

Estuary is powering the future of AI by unifying batch and streaming pipelines into one data platform.

GRIN

Making Influencer Marketing
Potential Actual

Grin is the leading influencer marketing Software-as-a-Service for e-commerce brands.

Highlight

Making Product
Potential Actual

Highlight is on a mission to build better products for people and the planet. Their innovative end-to-end agile product testing platform enables the world’s leading brands to distribute products and gather consumer perspectives – at a record pace.

HomeLister

◥ Exit

Making Homeowner
Potential Actual

HomeLister allows homeowners to sell their homes while keeping the commission.

Houwzer

Making Homeowner
Potential Actual

Houwzer is reinventing real estate transactions by offering full service from top agents at lower cost.

Insight Health

Making Healthcare
Potential Actual

Insight Health is reinventing care delivery with an AI-first platform that automates routine clinical workflows so clinicians can focus on what matters most – the patient.

Prodigy

◥ Exit

Making Car Dealer
Potential Actual

Prodigy is digitizing the trillion-dollar car sales market so that people love buying cars as much as they love driving them.

Realm

Making Digital Entertainment
Potential Actual

Realm is building the “Netflix of Reading and Listening” delivering best-selling content in an entirely new format.

Resolve

Making B2B Payments
Potential Actual

Resolve is a spin-out of Affirm, helping B2B suppliers offer hassle-free payment terms to their customers across sales channels.

Sawyer

◥ Exit

Making Child Education
Potential Actual

Sawyer is on a mission to transform the way our kids develop beyond the classroom by connecting parents and educators to foster holistic learning and personal growth.

Sunnyside

Making Life Quality
Potential Actual

Sunnyside is on a mission to help anyone establish healthier drinking habits that can dramatically improve health, wellness, personal finances, relationships, careers, and overall life quality.

Tinycare

◥ Exit

Making Childcare
Potential Actual

Tinycare is building the 21st-century brand for childcare.

Tofu

Making Marketing AI
Potential Actual

Tofu is redefining the entire B2B Martech stack through its AI-powered platform, enabling companies to generate high-quality, personalized marketing assets across channels.

Wally

Making Dental Care
Potential Actual

Wally revolutionizes the dental industry by providing a unique insurance-free care experience powered by technology.