Seed-stage investments in enterprise security and cloud infrastructure companies defining the next decade of enterprise technology.
We back exceptional founders at the earliest stages. All portfolio investments are Seed Round. Amounts represent total rounds at time of participation.
The Data Cloud — enabling organizations to consolidate data into a single, integrated platform with near-unlimited scale, concurrency, and performance across any cloud environment.
Seed Round Data CloudAI-native cybersecurity — industry-leading endpoint protection, extended detection and response (XDR), and threat intelligence delivered through a single unified cloud-native platform.
Seed Round CybersecurityInfrastructure automation — multi-cloud provisioning, security, networking, and runtime management through a consistent workflow that enables infrastructure-as-code at enterprise scale.
Seed Round InfrastructureBehavioral analytics and next-generation SIEM — detecting insider threats, compromised credentials, and advanced persistent threats using machine learning applied to user and entity behavior.
Seed Round Security AnalyticsAIOps and autonomous IT operations — using AI and machine learning to correlate event noise from monitoring tools, accelerate incident triage, and reduce MTTD/MTTR for enterprise operations teams.
Seed Round AIOps| Company | Sector | Stage | Round Size | Category |
|---|---|---|---|---|
| Snowflake | Data Cloud | Seed | $479M | Cloud Infrastructure |
| CrowdStrike | Cybersecurity | Seed | $200M | Enterprise Security |
| HashiCorp | Infrastructure | Seed | $175M | Cloud Infrastructure |
| Exabeam | Security Analytics | Seed | $75M | Enterprise Security |
| BigPanda | AIOps | Seed | $50M | AI Infrastructure |
Every company in our portfolio shares a common profile. We back founders who are building mission-critical infrastructure for the enterprise.
The problem being solved is real, recurring, and budget-worthy. Enterprise buyers understand the pain and will prioritize fixing it.
The product sits in the infrastructure layer — not an app layer feature, but core plumbing that enterprises depend on daily.
Enterprise security and cloud infrastructure TAMs are growing rapidly. We look for companies positioned to capture a significant share of a large and expanding market.
We invest at the seed stage and love meeting founders early — ideally before you've started your formal fundraising process.
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