We partner with category-defining companies
32 active investments and 4 successful exits across developer tools, AI infrastructure, cloud, and fintech — from first check to IPO.
Featured Investments
All Portfolio Companies
Linear
Prisma
Railway
Resend
Neon
Turso
Clerk
Convex
Axiom
Trigger.dev
Inngest
Tinybird
Upstash
Warp
Dub
Cal.com
Replicate
LangChainNotable Exits
Companies that achieved transformative outcomes — generating $20B+ in combined exit value.
PlanetScale
→ Acquired
Database Infrastructure
Serverless MySQL platform with branching, deploy requests, and unlimited scale. Acquired after reaching 100K+ databases deployed.
Buildkite
→ Acquired
Developer Tools
Scalable CI/CD platform that runs builds on your own infrastructure. Acquired by a strategic buyer for its hybrid pipeline architecture.
Render
→ Acquired
Cloud Infrastructure
Unified cloud platform for hosting static sites, web services, databases, and cron jobs. Acquired for its developer-friendly deployment model.
Netlify
→ Acquired
Developer Tools
The platform for modern web development. Jamstack hosting, serverless functions, and edge compute for frontend teams. Acquired in a landmark deal.
$20B+
Combined Exit Value
3.8x
Average Fund MOIC
45%
Top Quartile IRR
8+
Avg. Hold Years
Build with us
We invest $250K to $100M+ from pre-seed to growth. Reach out to see if we're the right fit.