Portfolio

Teams that replace the work.

Every company here sits in the critical path of its customers’ operations. Each one gets better with use and is built on advantages a general-purpose model can’t easily copy.

Series A
2025

Ledgerline

Autonomous month-end close for mid-market finance teams. Reconciles, accrues and flags exceptions before the controller logs in.

Vertical AIFinance

Series B
2025

Sentinel Grid

Identity and permissions for AI agents. Every agent action is scoped, logged and revocable across the enterprise stack.

AI SecurityIdentity

Series A
2026

Halyard

Agent orchestration and evaluation for regulated enterprises. Production reliability with a full audit trail.

InfrastructureEvals

Series B
2024

Clearwater Claims

An AI adjuster for commercial property insurers. Takes first notice of loss through settlement recommendation in hours instead of weeks.

Vertical AIInsurance

Series A
2025

Meridian Works

Autonomous planning and quality inspection for advanced manufacturing lines serving aerospace and defense primes.

Dual-useManufacturing

Series A
2026

Pallas Health

Revenue-cycle agents for health systems that handle prior authorizations, denials and appeals end to end.

Vertical AIHealthcare

Series A
2024

Vantage Labs

An autonomous SOC analyst that triages, investigates and closes alerts, escalating only what needs human judgment.

AI SecuritySecOps

Series B
2026

Foundry Data

Turns unstructured enterprise documents into governed, permission-aware context for agents in production.

InfrastructureData

Series A
2026

Atlas Orbital

Geospatial intelligence that combines satellite, sensor and logistics data into decisions for commercial and public-sector operators.

Dual-useGeospatial

Series A
2025

Brief & Bench

A litigation operations agent that runs discovery review, privilege logs and deadline management for AmLaw 200 firms.

Vertical AILegal

Series A
2025

Keel Inference

Routing and cost control for enterprise inference. Picks the right model for each task and cuts spend without losing quality.

InfrastructureInference

Series B
2026

Obsidian Shield

Runtime protection for models and agents. Detects prompt injection, data exfiltration and unsafe tool calls in real time.

AI SecurityRuntime

Portfolio companies

100%

Rounds led or co-led

Focus areas

A–B

Entry stage

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