San Francisco-based early investor in industry pioneers such as Robinhood (IPO), Truebill (acquired by RKT for $1.3B), Cruise (acquired by GM), Carta, Ripple (exit), Astranis, Boom, Relativity Space, Deepgram, and Lyft (IPO).
Deeply-researched thesis-driven investments in breakthrough companies at the earliest stages in areas including artificial intelligence, millennial consumer, financial services, decentralization, and deep tech.
Strong track record of identifying industry-defining technology companies early, resulting in one of the industry’s highest Seed-to-Series-A conversion rates, with portfolio companies raising over $15B in follow-on capital from top-tier firms and achieving a combined enterprise value increase of over $70B after initial investments.
proprietary access to highly competitive deals