Investing in this generation’s best

We create access to transformational companies
at the moment they are ready for take-off

Identifying the
sector-defining companies that are redesigning the future

We look for the founders running toward humanity’s toughest problems. Our purpose is to help extraordinary people create extraordinary companies.

Investments

We don’t follow typical investment categories or formulas. We believe that a few extraordinary companies are positioned to transform humanity in any given market. These companies exist across sectors and must be met with creative capital structures.

Our investment approach casts a wide net to capture waves of innovation as they emerge across verticals,
but we keep a methodical focus on companies poised to make a generational impact.

Inevitable Markets

where winners are not yet defined

Multiple Massive TAMs

with clear near-term adjacencies

Hardware + Software

that create a critical moat

Fanatical Founders

who were born for this challenge

Positive Externalities

that deeply impact society

Portfolio

The future of sustainable transportation

Tesla

Tesla’s mission is to accelerate the world’s transition to sustainable energy. Tesla was founded in 2003 by…

Founders

Elon Musk, Martin Eberhard, JB Straubel, Marc Tarpenning, Ian Wright

Website

www.tesla.com

Helping millions of sellers run their business

Square

Square believes everyone should be able to participate and thrive in the economy. They build easy tools to help sellers…

Founders

Jack Dorsey, Jim McKelvey, Tristan O’Tierney

Website

squareup.com

Internet access for all

Xiaomi

Xiaomi was founded in 2010 by serial entrepreneur Lei Jun, who believes that high-quality technology doesn’t need…

Founders

Lei Jun

Website

www.mi.com/us

Arbiter of taste in American home-furnishings

Restoration Hardware

Restoration Hardware is one of the most innovative and fastest-growing luxury brands in the home furnishings marketplace…

Founders

Stephen Gordon

Website

rh.com

Improving Life on Earth from Space

Astra

Astra’s mission is to Improve Life on Earth from Space™ by creating a healthier and more connected planet. For almost fi…

Founders

Chris Kemp

Website

astra.com

Autonomous delivery anywhere

Zipline

Zipline delivers vital shipments via the fastest, most reliable autonomous aircraft delivery service in the world. Zipli…

Founders

Keller C. Rinaudo

Website

flyzipline.com

Investing in the cryptocurrency and blockchain sectors

Cygni Labs

Cygni Labs is a venture capital firm based in San Francisco, California. The firm seeks to make minority investments in…

Founders

Nicolas Pinto, Thomas France

Website

cygnilabs.com

Massive CO2 reduction through software

Turntide

Turntide Technologies develops breakthrough technologies to accelerate electrification and sustainable operations for en…

Founders

Mark Johnston, Piyush Desai, Trevor Creary

Website

turntide.com

Wild Type is an agtech platform that aims to create clean fish and meat

Wild Type

Based in San Francisco, Wild Type is a startup that uses cellular agriculture to grow cell-based seafood. Founded by Jus…

Founders

Arye Elfenbein, Justin Kolbeck

Eight Sleep develops sleep fitness products that feature hydro-powered cooling technology and a health tracker

8 sleep

Eight Sleep is the first sleep fitness company. It leverages innovation, technology, and personal biometrics to restore…

Founders

Alexandra Zatarain, Andrea Ballarini, Massimo Andreasi Bassi, Matteo Franceschetti

KoBold Metals discovers the materials critical for the electric vehicle and renewable energy revolutions

KoBold Metals

KoBold is a developer of machine prospector technology intended to facilitate a search for cobalt ore locations digitall…

Founders

Jeff Jurinak, Josh Goldman, Kurt Zenz House

Pacaso is a proptech company that modernizes the generations-old practice of co-owning a second home

Pacaso Homes

Pacaso modernizes the generations-old practice of co-owning a second home, creating a marketplace that makes buying and…

Founders

Austin Allison, Spencer Rascoff

Website

www.pacaso.com

Ellipsis Health develops affective computing for existing patient/care team interactions to create a real-time vital sign

Ellipses Health

Ellipsis Health is an early-stage start-up developing affective computing for existing patient/care team interactions to…

Founders

Dr. Michael Aratow, Mainul I, Mainul I Mondal, Susan Solinsky

The first user-owned talent network

Braintrust

Braintrust is the first user-controlled talent network which aligns the interests of both talent and enterprises. Braint…

Founders

Adam Jackson, Brian Flynn, Gabriel Luna-Ostaseski

The future of entertainment

Fireside

The future of entertainment is interactive. Fireside is where the world’s greatest creators go to bring the audien…

Founders

Dan Benjamin

Website

www.fireside.fm

Mexico’s first ‘Buy now, pay later’ mobile app

Nelo

Nelo is the first ‘buy now, pay later’ mobile app in Mexico that allows people to pay in installations witho…

Founders

Kyle Miller, Stephen Hebson

Website

www.nelo.mx

Fun and games on the blockchain

Dapper

Dapper Labs uses the power of play to deliver blockchain-based experiences and digital collectibles that are made for yo…

Founders

Dieter Shirley, Mack Flavelle, Roham Gharegozlou

Blockchain platform that is easier to use, more efficient, and secure

Chia

Founded by Bram Cohen, the inventor of the BitTorrent network, Chia Network is building a better blockchain and smart tr…

Founders

Bram Cohen

Website

www.chia.net

Treating autism with the first FDA-approved video game

Akili

Akili believes there is potential for medicine to be developed, delivered and experienced in a completely different way.

Founders

Eddie Martucci, Adam Gazzaley

Modern and more cost efficient national defense

Anduril

Anduril builds cutting-edge hardware and software products that solve complex national security challenges for America a…

Founders

Brian Schimpf, Palmer Luckey, Trae’ Stephens, Matt Grimm, Joseph Chen

Website

www.anduril.com

Accelerating human progress with computation

Lambda

Lambda provides computation to accelerate human progress. They’re a team of Deep Learning engineers building the world&#…

Founders

Michael Balaban, Stephen Balaban

Website

lambdalabs.com

Making watches and information about them accessible to all

Hodinkee

In the course of 11 years, HODINKEE has established itself as the preeminent resource for modern and vintage wristwatch…

Founders

Benjamin Clymer

World leader in accelerated antibiotic susceptibility testing

Avails Medical

Avails Medical, Inc. is an in vitro diagnostics company dedicated to providing solutions for the global challenge of ant…

Founders

Meike Herget, Naama Stauber Breckler, Nancy Isaac, Oren Knopfmacher, Robert Fisher

BACK TO TOP