Portfolio

A small number of companies. Each one earned.

We invest selectively. The list below is not a press release. It is a record of where we have put conviction, through the fund and personally.

Fund and warehouse investments

Pre-seed and seed companies AI10 has backed through the fund and its warehouse vehicles.

Cognifence

Foundational AI infrastructure for the agent era, governance and reliability where it actually matters.

Pre-seed · AI Infrastructure · Backed alongside Greylock

Accomplish AI

Agentic systems that execute, not just suggest. Multi-step autonomy for enterprise workflows.

Seed · Agentic AI · Backed alongside Lightspeed, 8VC

Piper

Vertical AI for an industry that has waited too long for one.

Pre-seed · Vertical AI · Backed alongside a16z

Honey Labs AI

Consumer intelligence rebuilt for the agentic web.

Seed · Consumer Intelligence · Backed alongside Viola, Insight

Qlerate

Quantum-informed AI, because the hardest problems will not be solved by GPUs alone.

Pre-seed · Quantum AI

Personal track record

Companies our partners have personally backed, as angel investors and through SPVs, before AI10.

Co-investor multiples below reflect follow-on rounds at last available reporting. They indicate progress, not fund return.

KELA

Defense technology built by operators.

Seed · Defense Tech · Backed alongside Sequoia Capital · Co-investor follow-on 10x

Cyber portfolio

AI-native security at the perimeter.

Seed · Cyber · Backed alongside Gililot, Dell Capital

Data infrastructure portfolio

Operational data infrastructure for modern teams.

Seed · Data Infrastructure · Backed alongside Bessemer, Index · Co-investor follow-on 10x

Legal generative AI portfolio

Generative AI for the practice of law.

Seed · Legal, Generative AI · Backed alongside Y Combinator, NFX, Entrée

B2B software portfolio

Enterprise software with operator-grade distribution.

Seed · B2B Software · Backed alongside Vertex

Pre-seed cyber portfolio

Identity and resilience for the agent era.

Pre-seed · Cyber · Backed alongside Aleph · Co-investor follow-on 20x

Data management portfolio

Modern data management for AI workloads.

Seed · Data Management · Backed alongside Pitango, Disruptive AI

Together with

Together with the partners we respect most.

Greylock
Andreessen Horowitz
Lightspeed
Bessemer Venture Partners
Insight Partners
8VC
Sequoia
Index Ventures

A partial list. Co-investment relationships span the fund and personal investments by the partners.

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