We invest in ambitious founders building software that defines new categories. Here is where we have placed our conviction.
Next-generation API gateway built for platform teams at scale. Nexalayer reduces integration overhead by 70% and supports thousands of concurrent connections without performance degradation. Co-invested alongside Sapphire Ventures.
Zero-trust credential management for distributed engineering teams. Vaultify is SOC2 Type II certified, deployed across 60+ enterprise customers, and growing 15% MoM. Co-invested with Sapphire Ventures.
AI-powered workflow automation for operations-heavy mid-market companies. Documents 3x productivity gains on average. Led by Robert Callahan on the Nurauca side.
End-to-end MLOps platform that brings the entire model lifecycle — training, deployment, monitoring — into a single unified interface built for enterprise teams.
B2B procurement marketplace for industrial components. Orbix eliminates the fragmented supplier sourcing process that plagues manufacturing and construction sectors.
Payments infrastructure for platform businesses. Finlayer handles the complexity of money movement so founders can focus on product, not compliance headaches.
We don’t use a rigid scorecard. We look for signal of exceptional potential at the intersection of founder, market, and timing.
We look for founders who have an unfair advantage in their domain — operators who have personally felt the problem, domain experts with rare insights, or technical builders who see architectural opportunities others miss.
We invest in companies that have the potential to define or dominate a category. We are not interested in incremental improvements to existing solutions — we back teams with a vision for how an entire market should work.
Even at pre-seed, we want to see evidence of demand. A design partner, a letter of intent, a waitlist, a paying beta customer. We want founders who are obsessively close to their customers.
We look for architectural advantages, proprietary data, network effects, or switching costs that create durable competitive moats. We understand technology deeply enough to evaluate where real differentiation lies.