We have backed founders building transformative SaaS and enterprise technology businesses from the earliest stage.
Each company in our portfolio represents a high-conviction bet on an exceptional founding team addressing a large enterprise market opportunity.
Stripe builds the economic infrastructure for the internet. Their developer-first payments platform enables businesses of all sizes to accept payments and manage their financial operations. Altris recognized Stripe's potential to become the definitive financial infrastructure layer for the modern economy.
Snap is the visual communication platform that pioneered ephemeral messaging and AR-powered creative tools. Their camera-first approach to mobile communication resonated with a generation of users who communicate through images rather than words. A bold bet on the future of visual social interaction.
Airbnb transformed the global hospitality market by enabling anyone to become a host and any traveler to find unique, authentic accommodation worldwide. The marketplace model created a two-sided network effect that fundamentally disrupted the hotel industry and redefined how people think about travel.
HubSpot pioneered the inbound marketing methodology and built a comprehensive CRM platform that helps millions of businesses attract, engage, and delight customers. Their all-in-one platform approach made enterprise-grade marketing and sales tools accessible to growing businesses at every stage.
Livongo built the leading applied health signals platform for people with chronic conditions, combining connected devices, data science, and personalized coaching to deliver better health outcomes. Their enterprise-focused model proved that digital health could deliver measurable clinical and financial value at scale.
We back founders with deep domain expertise, strong product intuition, and the resilience to navigate the inevitable challenges of building a category-defining company.
Every investment targets a market where incumbents are failing customers or where structural change is creating a whitespace opportunity for a new entrant with a better approach.
We seek companies with natural moats — network effects, switching costs, proprietary data, or platform dynamics — that enable durable competitive advantage over time.
We invest where we have conviction that the company can build significant, durable enterprise value. We are looking for generational companies, not quick exits.
If you are building in enterprise SaaS or technology infrastructure, we want to learn about your company.
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