The Inventory

The founders behind the thesis

Highlighted companies from across the portfolio

Industrial

01 / 03
IndustrialVisit ↗

MatNex

Making materials programmable

IndustrialVisit ↗

Argo

AI-native insurance, starting with the underwriting layer

IndustrialVisit ↗

ivee

The data platform for the passenger economy

Workforce

02 / 03
WorkforceVisit ↗

Ambr

Voice AI training for high-stakes workplace conversations

WorkforceVisit ↗

Subsets

The intelligence layer for subscription retention

Consumer

03 / 03
ConsumerVisit ↗

Teffie

Building the ingredient platform for one of the world's most climate-resilient grains.

Building something in one of these pillars?

We meet founders early and stay close. If your work fits our thesis, we'd like to hear about it.

Pitch your thesis