We are the first partner for founders. Over 80% of our investments are the first check: Pre-Seed, Seed, or Series A. Many start on a whiteboard. Focused on AI-first companies. We partner selectively, care deeply, and strive for excellence. We back founders who are building disruptive enterprise and consumer software companies such as: Airbnb (Nasdaq: ABNB), Abnormal Security, Adept AI, AppDynamics, Arista Networks (NYSE: ANET), CATO Networks, Coinbase (Nasdaq: COIN), Discord, Dropbox (Nasdaq: DBX), Figma, Inflection, Instabase, LinkedIn, Meta (Nasdaq: Meta), Nextdoor (NYSE: KIND), Okta (Nasdaq: OKTA), Palo Alto Networks (NYSE: PANW), Roblox (NYSE: RBLX), Rubrik, and Workday (NYSE: WDAY).