Portfolio

The network and pattern recognition behind the operating work.

This is not a list of checks written. It is the set of companies whose problems we have already run at, and the reason we can tell a founder what usually happens next.

Our role varies by company. In some we put in capital, in others we supply embedded operating support or go to market leadership, and in many it is a combination of all three.

Featured outcomes

RT2014

Revance Therapeutics

IPO · NASDAQ: RVNC

Clinical stage biotech through public market debut.

S2019

Silvergate

IPO · NYSE: SI

Bank infrastructure for digital asset markets.

H2016

Hipmunk

Acquired · Concur

Consumer travel search with a design-led wedge.

Q2012

Quickoffice

Acquired · Google

Mobile productivity suite absorbed into Workspace.

T2017

TrackR

Retail scale · 2.4x revenue

Bluetooth trackers from hardware hit to durable business.

TB2018

The Bouqs

Category leader · DTC

Farm-direct flowers with a subscription engine.

Full index

Deep tech

9 companies

Emerald Logic2013
wiSpry2012
GroundMetrics2014
NP Photonics2015
H2scan Corporation2016
Predikto2016
Ninja Metrics2014
Bitvore Corp.2017
Larada2013

Health

8 companies

Revance Therapeutics2014
Molecular Detection2012
Cadence Biomedical2013
InfoBionic2016
Cognition Therapeutics2015
Olive Medical2012
Savara2017
SeniorQuote Insurance2015

Fintech

7 companies

Silvergate2019
GetOne Rewards2013
mSIGNIA2014
LendAmend2016
MOGL2013
P4RC2014
Sign Now2012

Consumer

12 companies

TrackR2017
The Bouqs2018
Hipmunk2016
PetPlay2015
Jointly2019
KidsLink2016
HitFix2012
Lucirix2015
MobileCause2014
Sideqik2016
Attentive.ly2015
Inhance Media2013

Infrastructure

8 companies

Quickoffice2012
Adaptive Connections2011
VoAPPs2013
TranscribeMe2014
StarMobile2013
TextPower2012
Specific Media2011
Vehcon2018

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