Portfolio
20 technology companies building the future
A concentrated portfolio of exceptional companies
We invest in technology companies at the seed stage, providing up to $5M in initial funding. Our portfolio spans enterprise software, applied AI, fintech infrastructure, developer tools, and cybersecurity — built by founders who combine deep technical expertise with relentless commercial instincts.
Decagon
AI-native customer support platform that deploys autonomous agents handling complex enterprise support workflows. Backed by Andreessen Horowitz, Decagon's agents resolve tickets end-to-end for software companies including Notion, Rippling, and Duolingo, reducing support costs by up to 70%.
Dust
Enterprise AI workspace that connects large language models to a company's internal knowledge, tools, and workflows. Founded by Stanislas Polu (ex-OpenAI) and Gabriel Hubert in Paris, Dust raised a €5M seed round and enables non-technical teams to build and deploy custom AI assistants without engineering overhead.
Resend
Email delivery API built from the ground up for developers, offering React Email templates, real-time analytics, and first-class deliverability monitoring. Founded by Zeno Rocha, Resend raised a $6M seed round and rapidly became the developer-preferred alternative to legacy email infrastructure like SendGrid and Mailgun.
Nango
Open-source unified API integration platform that handles OAuth, token refresh, rate limiting, and bi-directional data synchronisation across 200+ external APIs. Nango raised a $6M seed round and eliminates months of integration engineering for B2B SaaS companies connecting to customers' existing tools.
Infisical
Open-source secrets management platform (Y Combinator W23) that allows engineering teams to sync, rotate, and audit environment variables and API keys across every development environment. Infisical raised a $2.8M seed and has become the developer-first alternative to HashiCorp Vault, with over 12,000 GitHub stars.
Turso
Edge SQLite database service built on libSQL — an open-source fork of SQLite — enabling developers to run thousands of per-tenant databases at the network edge for ultra-low-latency data access. Turso raised a $3.2M seed round and pioneered the multi-tenant edge database architecture now adopted by platforms like Cloudflare Workers.
Mintlify
AI-powered developer documentation platform used by Anthropic, Cohere, Perplexity, and over 1,500 companies to ship beautiful, always-accurate technical docs. After a $1.8M seed round, Mintlify raised an $18.5M Series A in 2024 and has become the de facto documentation standard for AI companies and developer-focused SaaS businesses.
Plain
Customer support platform built API-first for modern B2B SaaS companies, enabling support teams to handle conversations across email, Slack Connect, and in-app channels from a unified workspace with full customer context. London-based Plain raised a £4M seed round and serves engineering-led companies who outgrew Intercom and Zendesk.
Lago
Open-source metering and usage-based billing platform offering the developer-friendly alternative to legacy billing infrastructure like Zuora and Chargebee. Paris-based Lago raised a €2.5M seed round followed by a €22M Series A in 2023, and now powers billing for over 700 companies across SaaS, AI, and infrastructure verticals.
Browserbase
Cloud browser infrastructure API providing AI agents and automation scripts with persistent, stealth-capable, Playwright-compatible headless Chrome instances at scale. Raised a $6.5M seed round in 2024, Browserbase has become foundational infrastructure for the agentic AI wave, processing millions of web automation sessions monthly for AI-native companies.
Composio
AI tool integration platform (Y Combinator W24) enabling AI agents to interact with over 250 applications including Gmail, GitHub, Slack, HubSpot, and Salesforce through a managed, auth-handled tool layer. Composio raised a $6M seed round and has become the standard integration layer for LangChain, CrewAI, and AutoGen-based agent frameworks.
Skyvern
AI-powered browser automation platform using LLMs and computer vision to execute complex web-based workflows without brittle CSS selectors or XPath scripts. Skyvern raised a $2.4M seed round and replaces traditional RPA tools for tasks like insurance procurement, government portal automation, and financial data extraction where UI layouts change frequently.
Vapi
Voice AI API platform enabling developers to build, test, and deploy production-grade conversational voice assistants with sub-300ms latency. Vapi handles the complexity of real-time transcription, LLM routing, and text-to-speech synthesis, and raised a $20M Series A in 2024 to meet demand from customer service, healthcare, and enterprise automation use cases.
Exa
Neural web search API providing semantically relevant, high-quality content retrieval purpose-built for LLM applications and AI research workflows. Formerly known as Metaphor, Exa raised a $23M Series A in 2024 and is used by teams at leading AI labs and startups to ground AI responses in current, authoritative web content at scale.
Incident.io
Modern incident management platform integrating natively with Slack to help engineering teams declare, coordinate, and learn from production incidents. London-based Incident.io raised a $28M Series B in 2023 and has become the standard incident toolchain for engineering teams at companies including Etsy, Canva, and Intercom, significantly reducing mean time to resolution.
WorkOS
Enterprise authentication APIs providing SSO (SAML/OIDC), SCIM directory sync, and audit log functionality as a managed service for B2B SaaS companies. WorkOS raised an $80M Series A in 2022 and has become the default enterprise-readiness layer for developer-led SaaS companies who need to close Fortune 500 contracts without building identity infrastructure in-house.
AssemblyAI
Speech AI API providing enterprise-grade transcription, speaker diarisation, entity detection, sentiment analysis, and auto-chapter summarisation for applications processing audio and video at scale. AssemblyAI raised a $17.4M Series A in 2022 and processes over one billion minutes of audio annually for companies including CallRail, Fireflies, and Otter.ai.
Socket
Open-source supply chain security platform that proactively detects malicious code, risky behaviours, and protestware in npm, PyPI, and Maven packages before they reach production. Founded by Feross Aboukhadijeh, Socket raised a $4.6M seed round in 2021 followed by a $20M Series A in 2022, and protects thousands of engineering teams from software supply chain attacks.
Orb
Usage-based billing infrastructure enabling SaaS companies to implement complex pricing models — including metered, seat-based, hybrid, and multi-dimensional tiers — without custom engineering. Orb raised a $19.8M Series A in 2022 and powers billing for AI companies and developer platforms including Perplexity, Vercel, and Anthropic partners who need billing systems that scale with AI consumption patterns.
Merge
Unified API platform providing a single integration point for HR, ATS, CRM, accounting, ticketing, and file storage systems, eliminating the need for B2B SaaS companies to build and maintain dozens of individual integrations. Founded by Shensi Ding and Gil Feig, Merge raised a $55M Series B in 2022 and is embedded in over 7,000 B2B products serving enterprise customers worldwide.
Are you building the next great technology company?
We are actively deploying from our current fund. If you are raising a seed round in technology, we would like to hear from you. We respond personally to every submission.
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