Portfolio

Our Portfolio Companies

We invest in robotics and automation companies building category-defining technologies at the seed stage.

19+
Portfolio Companies
$114M+
Total Invested
$220M
Fund AUM
100%
Seed Stage

Our Investments

Each company in our portfolio represents a conviction bet on a team and technology that can define a new category in robotics, automation, or adjacent technology verticals.

BlazeProtocol
Series A
$10.6M
Investment in proptech innovation. Seed investment in a platform that now powers critical infrastructure for over 500 mid-market companies.
PropTech
ArchTech
Seed
$1.8M
Investment in fintech innovation. Sole institutional investor in the seed round. The company was acquired by a Fortune 500 firm within 3 years.
FinTech
IvyEngineering
Series A
$6.0M
Investment in healthtech innovation. Participated in an oversubscribed round. The company has since raised a $25M Series B and is preparing for IPO.
HealthTech
PeakSpace
Pre-Seed
$2.5M
Investment in mobility innovation. Invested at pre-revenue stage based on the strength of the founding team. Now profitable with $8M ARR.
Mobility
CrestSolutions
Series A
$4.5M
Investment in energy innovation. Co-led the seed round alongside two other institutional investors. The platform now processes over 1M transactions daily.
Energy
YieldStack
Series A
$9.1M
Investment in manufacturing innovation. Co-led the seed round alongside two other institutional investors. The platform now processes over 1M transactions daily.
Manufacturing
PineVentures
Series A
$6.0M
Investment in martech innovation. Participated in an oversubscribed round. The company has since raised a $25M Series B and is preparing for IPO.
MarTech
OrbitSpace
Seed
$3.6M
Investment in fintech innovation. Invested at pre-revenue stage based on the strength of the founding team. Now profitable with $8M ARR.
FinTech
FernEngineering
Series A
$4.5M
Investment in fintech innovation. FernEngineering is building next-generation fintech solutions for enterprise customers.
FinTech
YieldSec
Series B
$12.0M
Investment in cloudinfra innovation. YieldSec is building next-generation cloudinfra solutions for enterprise customers.
CloudInfra
XenonVentures
Series B
$9.1M
Investment in security innovation. XenonVentures is building next-generation security solutions for enterprise customers.
Security
LarkAI
Seed
$1.5M
Investment in datainfra innovation. LarkAI is building next-generation datainfra solutions for enterprise customers.
DataInfra
WrenFin
Seed
$4.5M
Investment in healthtech innovation. WrenFin is building next-generation healthtech solutions for enterprise customers.
HealthTech
KeenSync
Series A
$9.1M
Investment in supplychain innovation. KeenSync is building next-generation supplychain solutions for enterprise customers.
SupplyChain
HavenFin
Series A
$7.5M
Investment in legaltech innovation. HavenFin is building next-generation legaltech solutions for enterprise customers.
LegalTech
EchoAI
Series A
$7.5M
Investment in iot innovation. EchoAI is building next-generation iot solutions for enterprise customers.
IoT
FluxCompute
Seed
$4.5M
Investment in spacetech innovation. FluxCompute is building next-generation spacetech solutions for enterprise customers.
SpaceTech
EdgeIntelligence
Series A
$9.1M
Investment in cybersecurity innovation. EdgeIntelligence is building next-generation cybersecurity solutions for enterprise customers.
Cybersecurity
NovaSync
Seed
$1.8M
Investment in energy innovation. NovaSync is building next-generation energy solutions for enterprise customers.
Energy

Investment Criteria

Our investment decisions are guided by a consistent set of criteria reflecting our conviction about what makes great robotics and automation companies.

Technical Breakthrough

We look for companies with a genuine technical insight or proprietary capability that creates a defensible moat and makes competitors' approaches obsolete.

Large Market Opportunity

We target markets where automation can address a genuine and large economic problem — typically $1.8M+ total addressable markets with structural tailwinds.

Exceptional Founders

We invest in founders who combine technical mastery with commercial instincts and the resilience to navigate the inevitable challenges of building deep tech companies.

Building Something Important?

If you are working on a breakthrough in robotics or automation and looking for a seed-stage partner with genuine domain expertise, we would love to connect.

Pitch Us Our Thesis