Seed2024
Halcyon Compute
Inference scheduling for multi-model fleets
Builds a scheduling layer that keeps multi-model inference fleets saturated, cutting GPU spend for AI-native platforms.
North America·AI Infrastructure·AI Infrastructure
Portfolio
The companies we believed in first.
From pre-seed to Series A, we have led or joined the first round in 64 companies. A public selection is listed below.
Theme
Region
Industry
Year
12 companies
Series A2023
Northlake
The evaluation layer for production AI
Evaluation and observability infrastructure that lets enterprises ship model updates with measurable confidence.
North America·AI Infrastructure·AI Infrastructure
Seed2024
Corvid Labs
Autonomous inspection for critical infrastructure
Autonomous aerial and ground inspection for energy grids, rail and heavy industry.
Europe·Robotics·Frontier Systems
Series A2022
Meridian Health
Clinical documentation that closes the loop
Ambient clinical documentation that writes back into the EHR and closes the coding loop.
North America·Healthcare·Applied Intelligence
Seed2023
Ledgerline
Autonomous controls for the mid-market CFO
Continuous, autonomous financial controls for mid-market finance teams.
North America·Fintech·Applied Intelligence
Pre-seed2025
Kestrel Quantum
Error-corrected control hardware
Error-corrected control hardware for superconducting qubit systems.
Europe·Deep Tech·Frontier Systems
Seed2022
Substrate
Vector storage built for retrieval at scale
Vector storage engineered for low-latency retrieval at billion-document scale.
North America·AI Infrastructure·AI Infrastructure
Pre-seed2025
Tessellate
Synthetic data for regulated domains
Synthetic data generation for regulated domains where real data cannot leave the perimeter.
Asia Pacific·AI Infrastructure·AI Infrastructure
Series A2021
Portside
Agentic operations for freight forwarders
Agentic operations software for freight forwarders and cross-border logistics.
Asia Pacific·Logistics·Applied Intelligence
Seed2023
Verity Underwriting
Specialty insurance priced by machines
Specialty insurance underwriting priced by models rather than committees.
Europe·Fintech·Applied Intelligence
Series A2022
Arclight Energy
Grid-scale storage chemistry
Long-duration, grid-scale storage chemistry manufactured at commodity cost.
North America·Energy·Frontier Systems
Seed2024
Bellwether Robotics
General-purpose manipulation for warehouses
General-purpose manipulation systems for warehouse and light manufacturing.
Asia Pacific·Robotics·Frontier Systems