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Portfolio

26 companies across six areas, including 6 unicorns. 6 exits, one via IPO.

Exits

Realized through equity sales and IPOs.

Alethea
ExitedAletheaNarrative-risk intelligence
Subject
ExitedSubjectK-12 learning
JJ Kent
ExitedJJ KentAI consumer products
Commander X16
ExitedCommander X16Computer hardware
NeuroFab
ExitedNeuroFabAcquired by WorldQuant Foundry
Generate Biomedicines
Exited (IPO)Generate BiomedicinesIPO on Nasdaq (GENB), February 2026
Alethea
Narrative-risk intelligenceExited

Alethea

AI risk management platform that detects, assesses and mitigates digital and narrative threats.

alethea.com
Apptronik
Humanoid roboticsUnicornActive

Apptronik

Builds Apollo, a humanoid robot bringing mobile, dexterous automation to manufacturing, warehouses and retail.

apptronik.com
Argon Mechatronics
Precision roboticsActive

Argon Mechatronics

Precision computer-vision robots with configurable toolheads for 3D printing, CNC, laser work and pick-and-place.

argonmech.com
Avathon
Industrial AIUnicornActive

Avathon

Physical AI for industrial operations: one knowledge graph of assets, processes, people and locations.

avathon.com
Blackwave
Spaceflight hardwareActive

Blackwave

Off-the-shelf lightweight composite space tanks, made in Germany, to end COPV failure in spaceflight.

blackwave.com
Boutiq
Revenue managementActive

Boutiq

Combines data science with hands-on expertise to maximize short-term rental revenue for owners and managers.

boutiq.co
Commander X16
Computer hardwareExited

Commander X16

A modern 8-bit computer built from off-the-shelf parts, led by David Murray, The 8-Bit Guy.

commanderx16.com
Defense Unicorns
Defense softwareUnicornActive

Defense Unicorns

The airgap software company: secure, portable software delivery for military systems.

defenseunicorns.com
DevRev
Enterprise AIUnicornActive

DevRev

Enterprise AI platform whose agent, Computer, reasons across live product, support and sales data.

devrev.ai
Ensemble
AI agentsActive

Ensemble

One platform to build AI agents, embed them in app experiences and manage them across environments.

ensembleui.com
Ensemble Orthopedics
Orthopedic devicesActive

Ensemble Orthopedics

Minimally invasive, stemless pyrocarbon joint replacement implants for osteoarthritis of the hand and wrist.

ensembleortho.com
Generate Biomedicines
Generative biologyUnicornExited (IPO)

Generate Biomedicines

Designs protein therapeutics with machine learning, at the intersection of biology and engineering.

generatebiomedicines.com
ID.me
Digital identityUnicornActive

ID.me

Digital identity wallet that lets people access benefits and services with a single verified login.

id.me
JJ Kent
AI consumer productsExited

JJ Kent

Austin technology company using proprietary AI tools to create and shape new consumer products.

jjkent.com
Leyline
AI film productionActive

Leyline

An AI video production platform: studio infrastructure for one-person media companies.

leyline.me
NeuroFab
Neuromorphic computingExited

NeuroFab

Low-cost neuromorphic computers that run spiking neural networks on continuous sensor streams.

Nile
Enterprise networkingActive

Nile

Secure network-as-a-service with built-in zero trust and autonomous operations for campus and branch networks.

nilesecure.com
Paradromics
Brain-computer interfacesActive

Paradromics

Developing high-data-rate brain-computer interface technology designed to restore communication.

paradromics.com
PredxBio
Spatial biology AIActive

PredxBio

Powers drug development decisions with tissue intelligence, spatial multi-omics and explainable AI.

predxbio.com
RAIN Defense + AI
Defense-tech networkActive

RAIN Defense + AI

A media platform and business network connecting the defense technology sector.

raindefense.ai
SpecFive
Mesh networkingActive

SpecFive

Designs and builds ready-to-use Meshtastic mesh devices for secure, off-grid communication without cellular fees.

specfive.com
Starlab Space
Commercial space stationActive

Starlab Space

Developing Starlab, a commercial space station for continuous human presence and research in low-Earth orbit.

starlab-space.com
Subject
K-12 learningExited

Subject

Video-first K-12 curriculum platform that helps schools fill open courses without hiring.

subject.com
TAU Systems
Laser acceleratorsActive

TAU Systems

Develops laser-powered particle accelerators and light sources for electronics testing, radiotherapy and X-ray lithography.

tausystems.com
Virsec
CybersecurityActive

Virsec

Zero-trust runtime defense: autonomous application control for cloud and legacy server workloads.

virsec.com

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