Portfolio

Sixty-four companies, one at a time.

We keep the portfolio small enough to know properly. Each partner works with eight to twelve companies, which is roughly the number you can help without pretending.

64Companies backed since 2014
41Rounds we led or co-led
9Exits and public listings
$3.1BFollow-on capital raised by our companies
The index19 of 64

Every company we can name, by sector.

Some companies are not listed here. Founders decide when to be public about their raise, not us.

How we show up

What working with us looks like.

01

A standing slot every two weeks

Thirty minutes, cancelled without ceremony when there is nothing to discuss. Founders use it more heavily in the first year.

02

One partner, not a rotating cast

The person who backed you stays with you. Handovers are rare and always explained.

03

Introductions with context

We tell the other side why the meeting is worth their time. Blind forwards waste everyone.

04

Support through the bad quarters

Almost every company in the portfolio has had one. The reserve capital exists for exactly these moments.

From a founder
“When we lost our biggest customer, Daniel was on a call within the hour, and the next week he brought us two replacements. No lecture, no board drama.”

Ruben Castellano, cofounder, Sable Systems

Tell us what you are building.

Send a short note. We read every one and reply within five working days, whatever the answer.