Portfolio Updates
Tripling Down on Anthropic
Why we’re co-leading Anthropic’s Series H

AI
As AI lowers the cost of building, judgment is becoming a scarce resource. How AI-native teams are rethinking who they hire, when, and why.

AI
As AI lowers the cost of building, judgment is becoming a scarce resource. How AI-native teams are rethinking who they hire, when, and why.

AI
As AI lowers the cost of building, judgment is becoming a scarce resource. How AI-native teams are rethinking who they hire, when, and why.

AI
As AI lowers the cost of building, judgment is becoming a scarce resource. How AI-native teams are rethinking who they hire, when, and why.

AI
As AI lowers the cost of building, judgment is becoming a scarce resource. How AI-native teams are rethinking who they hire, when, and why.

AI
As AI lowers the cost of building, judgment is becoming a scarce resource. How AI-native teams are rethinking who they hire, when, and why.
A year after co-leading its Series B, we're deepening our partnership with the team working to turn the general ledger into a harness where modern finance teams and agents work as one.
Doubling Down on Rillet: Building a Harness for Agentic Finance
A year after co-leading its Series B, we're deepening our partnership with the team working to turn the general ledger into a harness where modern finance teams and agents work as one.

Transforming shared values and collective accountability into the foundation of resilient, high-performing teams.

Transforming shared values and collective accountability into the foundation of resilient, high-performing teams.

Supporting Nevis’s mission to modernize and scale the financial advisor experience

Supporting Nevis’s mission to modernize and scale the financial advisor experience
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Partnering with Lalit, Harsh, Neeraj, Ishan, and the Groww team since 2021.
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Partnering with Lalit, Harsh, Neeraj, Ishan, and the Groww team since 2021.

Supporting Legora on their mission to set a new standard for intelligent, trusted, and connected legal work

Supporting Legora on their mission to set a new standard for intelligent, trusted, and connected legal work
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Supporting ŌURA’s mission to bring meaningful health insights into everyday life
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Supporting ŌURA’s mission to bring meaningful health insights into everyday life
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Two ICONIQ companies. One shared mission: to make data more useful, more usable, and more human.
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Two ICONIQ companies. One shared mission: to make data more useful, more usable, and more human.

From bold vision to enduring platform: redefining security for the cloud and AI era

From bold vision to enduring platform: redefining security for the cloud and AI era
A year after co-leading its Series B, we're deepening our partnership with the team working to turn the general ledger into a harness where modern finance teams and agents work as one.
A year after co-leading its Series B, we're deepening our partnership with the team working to turn the general ledger into a harness where modern finance teams and agents work as one.

The companies most likely to win in today's AI economy will manage one number: cost per outcome.

The companies most likely to win in today's AI economy will manage one number: cost per outcome.
How companies use forward deployed engineers (FDEs), how they price and structure them, and whether the model is here to stay.
How companies use forward deployed engineers (FDEs), how they price and structure them, and whether the model is here to stay.

As AI lowers the cost of building, judgment is becoming a scarce resource. How AI-native teams are rethinking who they hire, when, and why.

As AI lowers the cost of building, judgment is becoming a scarce resource. How AI-native teams are rethinking who they hire, when, and why.
Backing the team building high-power satellite platforms for a new era of space infrastructure
Backing the team building high-power satellite platforms for a new era of space infrastructure
Supporting Stephen Haney and the Paper team as they work to reinvent design for the agentic era
Supporting Stephen Haney and the Paper team as they work to reinvent design for the agentic era

Building the software, systems, and industrial capacity to help Europe define its own security future.

Building the software, systems, and industrial capacity to help Europe define its own security future.

How 300+ Executives Are Scaling AI Products

How 300+ Executives Are Scaling AI Products
Backing Conduct's work to build the semantic layer for enterprises, helping make core customized systems finally understandable and changeable
Backing Conduct's work to build the semantic layer for enterprises, helping make core customized systems finally understandable and changeable
Helping finance teams move faster, think bigger, and let software do the rest.
Helping finance teams move faster, think bigger, and let software do the rest.
Why we’re co-leading Anthropic’s Series H
Why we’re co-leading Anthropic’s Series H
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Three things we believe will separate leading insurance companies: continuous feedback loops, earned trust, and a reinvented distribution layer.
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Three things we believe will separate leading insurance companies: continuous feedback loops, earned trust, and a reinvented distribution layer.

What 150+ B2B software leaders reveal about how AI, pricing shifts, and efficiency pressure are redrawing the modern revenue organization

What 150+ B2B software leaders reveal about how AI, pricing shifts, and efficiency pressure are redrawing the modern revenue organization
Supporting Anduril as the company helps modernize defense for the US and its allies.
Supporting Anduril as the company helps modernize defense for the US and its allies.

Many boards know their teams are using AI. Few can say where it's actually working. This is a framework for closing that gap.

Many boards know their teams are using AI. Few can say where it's actually working. This is a framework for closing that gap.
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