Portfolio · Fund III–IV

Forty-seven companies, quietly assembling
the world you'll wake up in.

Active

Sectors

Realized

11 exits

Company

Sector

Stage

↗

1 Emerge Digital Health · Series B Digital Health Series B → 2 Harrow Defense Tech · Series C Defense Tech Series C → 3 Pursuit Consumer · Series A Consumer Series A → 4 The Yard Human Capital · Series A Human Capital Series A → 5 Understory Infrastructure · Series B Infrastructure Series B →

Featured positions

Digital Health Series B

Emerge

Emerge is building the clinical infrastructure for the most underserved emotional population in America: adults who were changed by a cartoon. We believe it is the most important mental health company of our lifetime.

ARR

Founded

Defense Tech Series C · Est. 2022

Harrow

Harrow has rebuilt the school backpack around the one thing every parent wants to pack. We believe it is the most important consumer hardware company of the decade.

ARR

Founded

2022

Consumer Series A · Est. 2026

Pursuit

Pursuit has separated the hobby from the burden of doing it. Its AI learns, practices and progresses on your behalf, leaving you with the identity, the talking points and none of the friction. We believe it is the most important consumer platform of the decade.

Human Capital Series A · Est. 2025

The Yard

The Yard has solved the most consequential labor-market failure of the AI era, and it has done so by refusing to retain anyone. We believe it may be the most important institution of the decade.

Forty-seven companies, quietly assemblingthe world you'll wake up in.

Emerge

Harrow

Pursuit

The Yard

Forty-seven companies, quietly assembling
the world you'll wake up in.