Portfolio Companies
We invest in the infrastructure powering technological revolutions—from payment rails and data platforms to AI systems that others depend on. Our systematic approach targets category-defining companies with strong network effects, focusing on financial infrastructure, enterprise automation, and developer platforms, while remaining opportunistic toward exceptional opportunities beyond our core thesis.
Showing 83 companies
EXITED
23andMe
Life Sciences & Health
Apr 2019
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ACTIVE
Abnormal Security
Security & Defense
Nov 2024
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EXITED
Airbnb
Consumer Platforms
Mar 2019
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EXITED
Anduril
Security & Defense
Mar 2021
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ACTIVE
Anthropic
AI & Intelligence Layer
May 2024
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ACTIVE
Apollo GraphQL
Developer & Data Infrastructure
Nov 2022
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ACTIVE
Applied Intuition
Future of Mobility
May 2025
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ACTIVE
Arcadia
Sustainable Systems
Dec 2021
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ACTIVE
Attentive
Enterprise Automation
Apr 2021
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ACTIVE
Automation Anywhere
Enterprise Automation
Dec 2019
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EXITED
Better
Financial Infrastructure
Mar 2021
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ACTIVE
Blockdaemon
Digital Assets & Web3
Mar 2022
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ACTIVE
Calm
Consumer Platforms
Apr 2020
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ACTIVE
Cameo
Consumer Platforms
Sep 2021
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ACTIVE
Chime
Financial Infrastructure
Oct 2020
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ACTIVE
Chooch
AI & Intelligence Layer
Feb 2022
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EXITED
Coinbase
Digital Assets & Web3
Aug 2019
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EXITED
Compass
Real Estate Technology
Mar 2019
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EXITED
Convoy
Supply Chain & Commerce
Nov 2019
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ACTIVE
Copper
Financial Infrastructure
Feb 2022
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EXITED
CoreWeave
Developer & Data Infrastructure
Dec 2024
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EXITED
Credit Karma
Financial Infrastructure
Jul 2019
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ACTIVE
DailyPay
Financial Infrastructure
Aug 2020
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ACTIVE
Databricks
Developer & Data Infrastructure
Dec 2024
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EXITED
DoorDash
Supply Chain & Commerce
Apr 2019
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EXITED
Flexport
Supply Chain & Commerce
May 2019
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ACTIVE
Function of Beauty
Consumer Platforms
Mar 2022
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ACTIVE
GrubMarket
Sustainable Systems
Jun 2021
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EXITED
Hims & Hers
Life Sciences & Health
Oct 2020
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ACTIVE
Hologram
Developer & Data Infrastructure
Dec 2021
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EXITED
Impossible Foods
Sustainable Systems
Jun 2019
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ACTIVE
Indigo
Sustainable Systems
Aug 2019
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EXITED
Instacart
Supply Chain & Commerce
Sep 2019
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EXITED
Jackpocket
Consumer Platforms
Jul 2022
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EXITED
Lemonade
Financial Infrastructure
Sep 2019
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ACTIVE
Lime
Future of Mobility
Aug 2019
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ACTIVE
Loft Orbital
Frontier Technologies
Apr 2025
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EXITED
Lyft
Future of Mobility
Mar 2019
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ACTIVE
Magic Leap
Frontier Technologies
May 2019
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ACTIVE
Mark43
Enterprise Automation
Oct 2021
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EXITED
Marqeta
Financial Infrastructure
Aug 2019
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ACTIVE
Motive
Supply Chain & Commerce
Dec 2019
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EXITED
Netskope
Security & Defense
Oct 2019
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EXITED
Nextdoor
Consumer Platforms
Sep 2019
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ACTIVE
Nova Labs (Helium)
Digital Assets & Web3
Apr 2022
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EXITED
Opendoor
Real Estate Technology
Sep 2019
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EXITED
OpenSea
Digital Assets & Web3
May 2022
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ACTIVE
Opentrons
Life Sciences & Health
Feb 2022
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EXITED
Palantir Technologies
AI & Intelligence Layer
Jun 2019
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ACTIVE
Pilot
Enterprise Automation
Apr 2021
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EXITED
Consumer Platforms
Mar 2019
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ACTIVE
Pinwheel
Financial Infrastructure
Feb 2022
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ACTIVE
Pipe
Financial Infrastructure
Oct 2021
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EXITED
Plaid
Financial Infrastructure
Apr 2019
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EXITED
Consumer Platforms
Mar 2019
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EXITED
Rippling
Enterprise Automation
Feb 2021
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ACTIVE
RoadSync
Supply Chain & Commerce
Jan 2022
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EXITED
Robinhood
Financial Infrastructure
Apr 2019
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EXITED
Rubrik
Security & Defense
Aug 2019
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EXITED
Samsara
Supply Chain & Commerce
Sep 2020
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ACTIVE
Shippo
Supply Chain & Commerce
Aug 2021
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ACTIVE
Signifyd
Supply Chain & Commerce
Aug 2023
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EXITED
Slack
Enterprise Automation
Feb 2019
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ACTIVE
SnapLogic
Developer & Data Infrastructure
Sep 2023
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EXITED
Snowflake
Developer & Data Infrastructure
Oct 2019
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EXITED
SpaceX
Frontier Technologies
Mar 2019
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ACTIVE
Spring Health
Life Sciences & Health
Nov 2021
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EXITED
Stripe
Financial Infrastructure
Oct 2019
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ACTIVE
Sure
Financial Infrastructure
Apr 2022
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EXITED
Tally Technologies
Financial Infrastructure
Apr 2021
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ACTIVE
Tanium
Security & Defense
Feb 2020
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ACTIVE
The Zebra
Financial Infrastructure
Aug 2021
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EXITED
ThoughtSpot
AI & Intelligence Layer
Oct 2019
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ACTIVE
Titan
Financial Infrastructure
Aug 2021
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ACTIVE
Triller
Consumer Platforms
Jul 2020
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EXITED
Uber
Future of Mobility
Feb 2019
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EXITED
Unity
Developer & Data Infrastructure
Mar 2019
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ACTIVE
Unqork
Enterprise Automation
Nov 2020
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ACTIVE
Upgrade
Financial Infrastructure
Mar 2022
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ACTIVE
Uphold
Digital Assets & Web3
Feb 2022
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EXITED
WeWork
Real Estate Technology
Mar 2019
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EXITED
Wish
Supply Chain & Commerce
Jun 2019
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PARTIAL EXIT
Zipline
Supply Chain & Commerce
Sep 2020
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EQUIAM may, at times, have indirect exposure (i.e., SPV intermediated, etc.) to the above listed names. Past performance is not indicative of future results. See important disclosures.