Companies
Twenty companies. Two funds.
We invest in ten companies per fund. The list grows slowly, by design — at the cadence of patient minds, working on problems they have not been able to leave alone. What follows is not a marketing surface; it is the work.
- Companies
- 20
- Funds
- 02
- Active
- 19
- Realized
- 01
By sector
The portfolio concentrates where technical surfaces are hardest and the moat is earned slowly — places where attention compounds and consensus does not.
- Frontier6
- Applied AI6
- Developer tools3
- Security & identity3
- Data infrastructure2
The register
- 01
Halt Compute
An optimizing compiler for AI workloads, built around a small dialect of MLIR.
Fund ISeed2022 - 02
Margin
A serving stack for low-latency multi-model inference, originally built for trading.
Fund ISeed2022 - 03
Pelagic
Storage and orchestration for high-throughput experimental biology.
Fund ISeed2022 - 04
Slate Effects
Effect tracking and observability for systems-level Rust and Zig codebases.
Fund IPre-seed2023 - 05
Kepler Sound
Audio foundation models for clinical and field-research recording.
Fund ISeed2023 - 06
Iron Map
A satellite-data substrate and reasoning layer for industrial monitoring.
Fund IPre-seed2023 - 07
Foreshore
A supply-chain and identity layer for autonomous-agent infrastructure.
Fund ISeed2024 - 08
Wolfram Lane
A local-first formal-verification environment. Acquired in 2025.
Fund IPre-seed2024Acquired - 09
Dwell
Long-context reasoning for legal and regulatory document review.
Fund ISeed2024 - 10
Ferrate
Simulation tooling for low-temperature materials and superconductors.
Fund ISeed2024 - 11
Long Division
Mechanistic interpretability tools for frontier-scale models.
Fund IIPre-seed2024 - 12
Quietly
An identity, attestation, and revocation layer for autonomous agents.
Fund IIPre-seed2024 - 13
Cleave
An iceberg-native query engine for petabyte-scale event streams.
Fund IISeed2025 - 14
Rust Belt
Vision and time-series models for legacy-equipment monitoring.
Fund IISeed2025 - 15
Marrow
A platform for autologous cell therapies, built around a single manufacturing primitive.
Fund IIPre-seed2025 - 16
Quanta House
A control system and software stack for trapped-ion quantum hardware.
Fund IISeed2025 - 17
Vellum & Co.
A typed contract language and runtime for agent-to-agent communication.
Fund IISeed2025 - 18
North Reach
Hardware-rooted attestation for inference workloads on shared infrastructure.
Fund IIPre-seed2026 - 19
Solenoid
Electromagnetic-field simulation for high-density transformer design.
Fund IISeed2026 - 20
Plate Glass
Mathematical-reasoning models for theorem proving and program synthesis.
Fund IIPre-seed2026
Note
We do not, as a matter of policy, identify our founders by any cognitive trait or diagnosis. The thesis of the firm is that a particular kind of mind is overrepresented in durable software companies; it is not that such minds owe the world a label. What appears here is the work, not the people.
Read: Notes on the founder we look for