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Our Portfolio

Technology infrastructure companies built to last

We partner with exceptional operators building developer tools, cloud infrastructure, security, data platforms, and vertical SaaS. Currently 8 active companies and 2 realized investments.

Showing 10 of 10 companies

Enterprise data pipeline orchestration platform enabling reliable, observable data workflows at scale.

Data EngineeringETLObservability
Since 2022View details
Active

Armature Security

Security

Cloud security posture management with runtime threat detection for Kubernetes environments.

SecurityKubernetesCloud
Since 2023View details
Active

BuildKit

Developer Tools

Next-generation CI/CD platform with intelligent caching and distributed build execution.

DevOpsCI/CDDeveloper Tools
Since 2021View details
Active

Strata Financial

Fintech

Embedded lending infrastructure for B2B SaaS platforms to offer financing to their customers.

FintechEmbedded FinanceAPI
Since 2023View details
Active

Vantage Cloud

Infrastructure

Multi-cloud cost optimization and FinOps platform for engineering and finance teams.

FinOpsCloudCost Optimization
Since 2022View details
Active

FormStack Pro

Vertical SaaS

Compliance and workflow automation platform for healthcare revenue cycle management.

HealthcareWorkflowCompliance
Since 2021View details
Realized

Conduit

Developer Tools

Real-time data synchronization platform for building collaborative applications.

Real-timeSyncSDK
Since 2019View details
Realized

Lattice Compute

Infrastructure

Edge computing platform for low-latency application deployment across global points of presence.

EdgeInfrastructureWebAssembly
Since 2020View details
Active

Sentinel AI

Security

AI-powered code security analysis that finds vulnerabilities during development, not after deployment.

AISecurityCode Analysis
Since 2024View details

Product analytics platform built for privacy-first measurement without cookies or PII.

AnalyticsPrivacyProduct
Since 2023View details

Portfolio at a Glance

8

Active Companies

2

Realized Investments

6

Sectors

6+

Years Investing

Building something that fits our portfolio?

We're always looking for exceptional technology infrastructure companies with durable competitive advantages.