Our Portfolio
Building the next generation of mobile and consumer internet companies.
Companies We Back
All investments made at Seed Round. We partner with founders at the very beginning, when conviction matters most.
The camera company redefining communication and social connection for a mobile-first generation worldwide. Snap pioneered ephemeral messaging and augmented reality camera experiences.
Buy-now-pay-later pioneer transforming consumer credit and modernizing how people pay for the things they love. Affirm brings honest financial products to millions of consumers.
Hyperconverged infrastructure company simplifying data center management and enabling seamless multi-cloud operations for enterprises of all sizes.
The leading integration platform connecting enterprise applications, data, and devices. Mulesoft enables companies to accelerate their digital transformation journeys.
Application intelligence platform that enables enterprises to proactively monitor, manage, and optimize complex, distributed software environments in real time.
Our Investment Criteria
We apply a consistent framework when evaluating seed-stage opportunities in mobile and consumer internet.
Exceptional Founders
Founders who have a genuine, earned insight into their market. People who've lived the problem, thought deeply about the solution, and have the persistence to see it through the inevitable hardships of building.
Large Market Potential
We back companies with the potential to build substantial businesses. In mobile and consumer internet, that typically means a minimum serviceable market in the hundreds of millions of users or billions of dollars of spending.
Defensible Position
The best consumer internet and mobile businesses build genuine moats — network effects, proprietary data, brand loyalty, or switching costs that make it extremely difficult for competitors to displace them at scale.
Join Our Portfolio
We're actively looking for the next category-defining mobile and consumer internet company at the seed stage. Reach out if you're building something exceptional.
Pitch Us