Our Companies

We engage in long-term partnerships with world-class teams that are uniquely suited to transform big challenges into bigger opportunities.

Financial Services Rebuilt

Fintech innovation of the last decade was characterized by startups that made existing financial products digital-first. Now, many of those companies threaten legacy financial institutions and, as a result,  financial products and services are being fundamentally reimagined. A new era of application layer financial product innovation is now possible, opening the gates to embed financial services inside software. Decentralized finance accelerates these possibilities even further, using code to replace gatekeepers. In many regions around the globe, underserved individuals and organizations are leapfrogging traditional financial services and gaining access to the financial sector for the first time via fintech. In our view, every sector in the world of financial services will be rebuilt from the ground up and we are still in the early innings of this transformation. 

AltoIRA
Early, Current
Amino
Early, Current
At-Bay
Early, Current
Bazaar
Early, Current
Branch
Early, Current
Chime
Growth, Early, Current
CoinMetrics
Early, Current
Coinbase
Early, Current
Deserve
Early, Current
Divvy
Growth, Early, Current
Embedded
Early, Current
Finix
Early, Current
Future Family
Early, Current
Gusto
Growth, Early, Current
HMBradley
Early, Current
Kettle
Early, Current
Klar
Early, Current
La Haus
Growth, Early, Current
Lolli
Early, Current
Marqeta
Growth, Current
Orum
Early, Current
Pacaso
Growth, Current
Paceline
Early, Current
Papaya
Early, Current
Pie Insurance
Growth, Early, Current
Plaid
Growth, Current
Stem
Early, Current

Security & Privacy Modernized

A hyper connected world is driving the need for new ecosystems for security, management, and integration. Software architectures are more complex than ever, and our environments straddle the physical and digital worlds. Securing important systems, fundamentally building in privacy, and respecting data sovereignty are not just a market and consumer expectation but part of an expanding regulatory mandate. The application of technologies like machine learning are enabling new ways of digesting and acting on latent information to better secure systems, and cryptographic advances enable new ways of thinking about the nature of identity. 

Aqua
Growth, Early, Current
At-Bay
Early, Current
Cato Networks
Growth, Current
Ciphertrace
Early, Current
CoinMetrics
Early, Current
Evident ID
Early, Current
Exabeam
Growth, Early, Current
Forescout Networks
Early, Enduring
Indegy
Early, Enduring
Integris
Early, Enduring
Ketch
Early, Current
ShieldX
Early, Current
Silverfort
Early, Current
Trustar
Early, Current

Data Interconnected

Byzantine software environments and the distributed nature of work combine with avalanches of new data creation to create siloes and fragmentation. With so much sensitive (yet critically useful) data out there, the role of data arbiters that enable understanding and defragmentation without compromising the underlying data is critical. The thoughtful use of technologies like machine learning and deeper integrations enable new business workflows, and swathes of previously offline workflows are coming online. Decentralization of platforms emphasizes the importance of networks & protocols. 

Aira
Early, Current
Arthur
Early, Current
Astro (a SLACK company)
Early, Enduring
Augtera Networks
Early, Current
Bazaar
Early, Current
Ciphertrace
Early, Current
CoinMetrics
Early, Current
Crew
Early, Enduring
Dfinity
Early, Current
Eden Health
Early, Current
Edge Impulse
Early, Current
Gusto
Growth, Early, Current
Hycu
Early, Current
Ketch
Early, Current
Kettle
Early, Current
Observable
Early, Current
Petabyte Technology
Early, Current
PredictHQ
Early, Current
ProdPerfect
Early, Current
Shipwell
Early, Current
Skale
Early, Current
SnapCommerce
Growth, Current
Solv
Early, Current
SteadyMD
Early, Current
System
Early, Current
TalkIQ
Early, Enduring
Tara.ai
Early, Current
Trustar
Early, Current
Worklete
Early, Current

Community Activated

Community drives human belonging. Online consumer networks and marketplaces are improving human connection and enabling a sense of community among their users. These networks require tailor-made features and thrive on authenticity. New technologies are driving richer interaction that was previously not possible. AR & VR experiences bolstered by new devices and faster connectivity are increasingly accessible. Machine learning is enabling improved personalization and targeting. And blockchain and crypto economics are fostering new types of incentive structures for creators, community leaders, and loyal fandoms. The desire to push the limits of new platforms and technologies is driving a new cycle of consumer innovation and the future of human experience and connection. 

Baublebar
Early, Current
Co-Star
Early, Current
Crew
Early, Enduring
Discord
Growth, Current
Eden Health
Early, Current
HaloDoc
Growth, Current
Hotel Tonight
Early, Enduring
La Haus
Growth, Early, Current
Lolli
Early, Current
Pacaso
Growth, Current
Paceline
Early, Current
Petabyte Technology
Early, Current
ShopShops
Early, Current
SnapCommerce
Growth, Current
Solv
Early, Current
Sorare
Growth, Current
SteadyMD
Early, Current
Superpeer
Early, Current
The Muse
Early, Current
TheRealReal
Early, Enduring
TuneIn
Growth, Current

Web 3.0 / Crypto

Advances in technology underpin much of our thesis work. A continued evolution from highly local to “everywhere” compute has led to the emergence of Web 3.0. Decentralized computing systems and platforms that enable programmatic platform rules and digital-native ecosystems provide opportunities for authentic participation, incentive alignment, and true bottoms-up scale. This new computing and community paradigm intersects each of our core thesis areas and opens up a new world of opportunities.

AltoIRA
Early, Current
Avantgarde Finance
Early, Current
Ciphertrace
Early, Current
CoinMetrics
Early, Current
Coinbase
Early, Current
Dfinity
Early, Current
Lolli
Early, Current
Skale
Early, Current
Sorare
Growth, Current