Portfolio

Our Portfolio Companies

We invest in robotics and automation companies building category-defining technologies at the seed stage.

5
Portfolio Companies
$1.79B
Total Invested
$115M
Fund AUM
100%
Seed Stage

Our Investments

Each company in our portfolio represents a conviction bet on a team and technology that can define a new category in robotics, automation, or adjacent technology verticals.

Nubank
$750M
Seed Round

Digital banking platform harnessing automation and machine learning to deliver best-in-class financial services to underserved populations across emerging markets. Nubank has grown to become one of the world's largest digital banks by leveraging robotics-inspired process automation at every layer of the customer experience.

Deel
$425M
Seed Round

Global workforce automation platform that eliminates the manual complexity of hiring, paying, and managing distributed teams. Deel's automation engine handles payroll, compliance, benefits, and contractor management across 150+ countries, freeing HR teams to focus on people rather than paperwork.

Notion
$275M
Seed Round

Connected workspace platform that uses AI automation to help teams organize knowledge, manage projects, and streamline information workflows. Notion's composable architecture allows organizations to automate repetitive documentation and information retrieval at scale.

Figma
$200M
Seed Round

Collaborative design platform that automates the handoff between design and engineering, dramatically reducing the manual work involved in translating visual designs into production software. Figma's automation features have become essential infrastructure for product teams worldwide.

Webflow
$140M
Seed Round

Visual web development platform that automates front-end development workflows, allowing teams to build, deploy, and manage sophisticated websites without manual coding. Webflow's automation stack powers over 3.5 million websites across every industry.

Investment Criteria

Our investment decisions are guided by a consistent set of criteria reflecting our conviction about what makes great robotics and automation companies.

Technical Breakthrough

We look for companies with a genuine technical insight or proprietary capability that creates a defensible moat and makes competitors' approaches obsolete.

Large Market Opportunity

We target markets where automation can address a genuine and large economic problem — typically $1B+ total addressable markets with structural tailwinds.

Exceptional Founders

We invest in founders who combine technical mastery with commercial instincts and the resilience to navigate the inevitable challenges of building deep tech companies.

Building Something Important?

If you are working on a breakthrough in robotics or automation and looking for a seed-stage partner with genuine domain expertise, we would love to connect.

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