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.
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How governance, workflow ownership, and cash discipline will shape the next era of software.
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How governance, workflow ownership, and cash discipline will shape the next era of software.

Supporting Grotto’s mission to empower leasing teams with real-time, AI-driven guidance

Supporting Grotto’s mission to empower leasing teams with real-time, AI-driven guidance
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To inspire is to serve. It is the privilege of expanding what people believe is possible, and the responsibility of building the conditions to make it real.
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To inspire is to serve. It is the privilege of expanding what people believe is possible, and the responsibility of building the conditions to make it real.

AI agents are not eating software. They are evolving it—two distinct layers will emerge in mutualistic symbiosis.

AI agents are not eating software. They are evolving it—two distinct layers will emerge in mutualistic symbiosis.

We are honored to co-lead Anthropic’s Series G and double-down to help advance responsible AI for business

We are honored to co-lead Anthropic’s Series G and double-down to help advance responsible AI for business

Supporting the AI audio platform powering agents, creators, and enterprises worldwide

Supporting the AI audio platform powering agents, creators, and enterprises worldwide

Supporting Outtake’s mission to defend digital trust in an AI-driven world

Supporting Outtake’s mission to defend digital trust in an AI-driven world

Supporting Rain’s mission to power modern, tokenized payments infrastructure at global scale

Supporting Rain’s mission to power modern, tokenized payments infrastructure at global scale
The AI-Era Benchmark for Growth, Unit Economics, and Operating Leverage
The AI-Era Benchmark for Growth, Unit Economics, and Operating Leverage
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Annual Topline Growth and Operational Efficiency Report
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Annual Topline Growth and Operational Efficiency Report
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
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