Seed-stage bets on the technology platforms reshaping the built world.
Each investment reflects our conviction in exceptional founders tackling large, underserved markets with differentiated technology.
Real-time public communication platform that transformed how organizations engage with customers, media, and the public. Our earliest and largest exit by value delivered through a seed investment that capitalized on the platform's unique network effects.
The global standard for electronic agreements and digital transaction management. DocuSign's construction module has become essential for contract execution on major projects, delivering significant value to our portfolio construction network as well.
The leading multi-channel commerce platform enabling businesses of all sizes to launch and scale their digital storefronts. An early conviction investment in the platform layer that would power the migration of commerce from physical to digital channels globally.
Next-generation cloud security platform providing organizations with complete visibility and risk prioritization across complex cloud environments. As construction enterprises accelerate cloud adoption, security platforms like Wiz become mission critical.
The work operating system that transforms the way teams collaborate, plan, and execute projects. Monday.com's construction workflow templates have been adopted by hundreds of major contractors, demonstrating clear product-market fit in our core sector.
| Company | Round | Sector | Investment |
|---|---|---|---|
| Seed Round | Social Technology | $400M | |
| Wiz | Seed Round | Cloud Security | $300M |
| DocuSign | Seed Round | Enterprise SaaS | $233M |
| Shopify | Seed Round | Commerce Infrastructure | $150M |
| Monday.com | Seed Round | Work OS | $150M |
We evaluate seed-stage opportunities across five dimensions. Not every investment checks every box, but the strongest companies demonstrate clarity across all of them.
The product must be built around AI from day one — not a traditional construction software with AI bolted on. We look for architectural decisions that create compounding advantages.
We target markets with at least $1B in addressable opportunity. Construction is a $13T global industry with multiple sub-verticals each large enough to build category leaders.
We back people first. Domain expertise combined with engineering depth is rare — when we find it in a founding team, we move fast regardless of where the product stands.
If you are building an AI-first construction technology company, we want to hear from you. We review every submission and respond to companies that fit our thesis within two weeks.
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