Portfolio

AI

Casetext – AI platform for legal professionals (acquired by Thompson Reuters for $650M)
Cluely – AI assistant for virtual meetings and sales calls

Expanse –  AI cybersecurity platform (acquired by Palo Alto Networks for $800M)

Hanover Park – AI fund admin

Henry AI – AI deal assistant for commercial real estate

*Mashgin – Autonomous checkout kiosks

MK-1 – AI inference + long context

*Together AI – Platform to develop, train, and deploy GenAI models

Consumer

Hallow – Catholic prayer and meditation

Modern Animal – Modern veterinary clinic

*Robinhood – Digital brokerage (IPO $HOOD)

Fintech

Ascend – Financial rails for commercial insurance

Float – Business finance platform

Flock Homes – The retirement solution for landlords

*Human Interest – 401(k)s for small businesses

Meadow – Financial platform for higher education

Nelo – Buy now, pay later for LatAm

*Newfront Insurance – Modern commercial insurance brokerage

Healthcare

*Chapter – Medicare navigation

Medallion – Automating medical licensing in the US

*Nourish – Virtual nutrition care

Regard – AI-powered clinical insights platform

Stedi – API-first healthcare clearinghouse

Superpower – Digital concierge clinic helping patients live longer

*Viz – AI-powered care coordination and disease detection platform

B2B Software

Aquera – Identity integration platform as a service

BetterStack –  Observability tools for developers

*Mux – Video streaming APIs, data, and players

Periscope Data – Analytics and predictive modeling (acquired by Sisense)
Rillet – Modern ERP that automates accounting for high-growth companies

Runwise – SaaS monitoring and control for building heating systems
Scalyr – High speed logging startup (acquired by SentinalOne)

Supply Chain

*Flexport – Digital freight forwarder

Loop – Transportation cost management

Nuvo – Trade credit management

*Stord – Cloud supply chain for brands