We invest at the earliest stages and partner with exceptional entrepreneurs from idea to IPO. We’re fortunate to have spent 15 years and counting with SeatGeek's founders, through ups, downs, and a global pandemic that shuttered stadiums across the world. We’re still loyal fans.

Uber is an iconic startup that has redrawn the map of cities the world over—now. When we backed them, it was a black car dispatch service based in San Francisco. Some of the best use cases seem mundane or crazy when they launch, right before they reshape the world.

Today, WHOOP is the #1 wearable for serious athletes. When Will Ahmed pitched it, most VCs saw a dead category with too narrow a focus. We saw an impressive founder with unique insights and a thoughtful use case. Relentless execution pays dividends—like hitting the gym, it just takes patience to see the results.

Shield AI started with a simple mission – protect service members. A $5B+ company later, they’ve redefined modern defense tech and AI.

Startups don’t have to raise billions to be worth billions—a point proven by The Trade Desk, which burned just $7M in VC before earning a multi-billion-dollar market cap. If you can’t get 3x leverage on every dollar you spend, you’re better off not spending them.

We invested in Suno before they revolutionized music with AI. The founders impressed us with their passion about the intersection of audio and technology, and we trusted they’d find the right frequency.