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.

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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