Since 2019

Our Portfolio

94 companies funded, $127M invested, 8 unicorns created. This is what backing the future of AI looks like.

$127M
Total Invested
94
Portfolio Companies
+12 this year
47%
Average IRR
+8% vs last year
8
Unicorns Created
Since 2019

Portfolio Performance

Total value vs capital invested over time

Portfolio Value
Total Invested

Exit Highlights & Notable Returns

RE
Unicorn

Replit

AI-powered collaborative coding environment. We led the seed round when they had 10K users. Today they serve 30M+ developers.

Invested at$3M
Now worth$1.16B
Return
387x
*Illustrative deal • 2018
OP
Decacorn

OpenAI

The company defining the AI era. We participated in an early funding round. ChatGPT now serves 200M+ users.

Invested at$29M
Now worth$157B
Return
5,400x
*Illustrative deal • 2019
HU
Unicorn

Hugging Face

The GitHub of AI models. We backed them as they pivoted to become the open-source ML platform powering 500K+ models.

Invested at$40M
Now worth$4.5B
Return
112x
*Illustrative deal • 2020
CO
Unicorn

Cohere

Enterprise AI language platform. We invested pre-Series A. Now serving Fortune 500 enterprises globally.

Invested at$90M
Now worth$2.2B
Return
24x
*Illustrative deal • 2021

Active Portfolio