14
Total investments
6
Early stage
4
Mid stage
1
Late stage
8y
Years active
Portfolio
14 investments · sorted by recency
All investments
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Mid stage
Late stage
Investor
Dec 2025
Struction is an end-to-end takeoff + quoting platform for construction contractors and suppliers. We use machine learning and computer vision to perform high-fidelity inference on construction documents and produce a fully accurate 3D-modeled quote in combination with our customers pricing data. We are currently deployed to precast concrete licensors and manufacturers.
Advisor & Investor
Aug 2025
Augment is the AI coding platform built for enterprises - powered by a highly secure, production-grade Context Engine developed over 2.5 years in stealth until our public launch in November 2024.
Augment semantically indexes your entire codebase, documentation, dependencies, and internal knowledge in real time to enable devs to ship code faster, onboard in days instead of months, and modernize legacy systems with confidence.
We are alumni of global-leading AI and cloud companies including Google, Meta, NVIDIA, Snowflake, and Databricks - all on a mission to provide enterprises with context that actually understands your codebase.
If, like us, you believe in augmenting and not replacing software developers, join us on our mission to improve software development at scale using AI.
Investor
May 2025
DevArmor is building AI agents that automate manual security reviews and threat modeling. Just as Vanta streamlined slow and costly compliance management, DevArmor automates security reviews.
DevArmor seamlessly integrates real-time, high-fidelity security reviews informed by threat models into development workflows. While other solutions focus on known code vulnerabilities, DevArmor extracts business logic and security patterns before any code is written.
By integrating with developer platforms such as Jira, Notion, Vanta, Drata, AWS, and Terraform, DevArmor processes design docs, policy docs, and compliance requirements to generate structured threat modeling. It also validates design implementation by integrating with source code management platforms like GitHub and GitLab.
Through workflow integration, real-time feedback, and enforcement, DevArmor:
- Reduces security backlog by 80%
- Saves security teams 30% of their time
- Accelerates software releases by 3 months
Investor
Mar 2025
Sidecar is the operating system for modern data teams.
We are an AI-powered DataOps platform built to help small, mighty teams have a bigger impact without burning out. Data teams today are stretched thin, juggling cost management, performance tuning, data quality, and endless ad hoc requests. Sidecar consolidates all of that complexity into a single, intelligent platform that feels like an extension of your team.
With Sidecar, cost optimization, performance enhancement, data discovery, observability, and productivity all work together instead of apart. The result is a unified system that transforms data teams from cost centers into revenue drivers.
Our platform automates the routine, captures institutional knowledge, and connects operational context across the stack. It helps teams prevent fires before they start, onboard new members faster, and communicate measurable business impact with confidence.
Sidecar integrates directly into the tools your team already uses, including your warehouse, Slack, GitHub, and dbt. You do not need to change how you work to benefit from AI. Sidecar fits naturally into your workflow, giving your team the clarity, context, and control to operate at enterprise scale without enterprise overhead.
We believe the future of data is not about replacing humans with AI. It is about amplifying the impact of the people behind the data. Sidecar enables that collaboration, where automation handles the busywork and data teams get back to building, optimizing, and driving real business outcomes.
Advisor & Investor
Jun 2023
With Hex, anyone can explore data using natural language, with or without code, all on trusted context, in one AI-powered platform.
Investor
Jan 2023
P0 Security delivers next-gen Privileged Access Management and Identity Governance capabilities from a unified identity-native platform. With P0, Security, Risk and DevOps teams can manage orchestration, posture and governance across all identities—human, non-human, and AI—delivering zero standing privilege across hybrid and cloud environments without slowing developers down.
Production access is broken. Enterprises are drowning in break-glass accounts, static tokens, and over-privileged roles, with no clear view of who—or what—actually has access. Legacy tools like PAM, IGA and CIEM were built for a static, perimeter-driven world. They create blind spots, rely on vaults and bastions, and slow developers down.
P0 was built differently. We believe identity visibility, orchestration and governance should be managed from a single platform, eliminating those blind spots.
At the foundation is Access DNA, P0s data layer, which continuously updates inventory of all human, non-human, and AI identities, their entitlements and effective permissions across hybrid and cloud environments.
On top of that, our Identity Graph maps relationships, reveals risky pivots and surfaces toxic privilege combinations. And through API-led orchestration, P0 enforces policies natively in every system—without proxies, vaults, or static credentials.
The result:
* Privileged resources clearly identified
* No standing privileged access
* All access ephemeral, granted just-in-time and fully auditable
With P0, organizations finally have a clear path from today’s chaotic baseline to zero standing privilege—reducing risk, streamlining compliance and enabling developer velocity.
Investor
Jun 2021
Archera enables your dynamic cloud operations by helping you manage and de-risk AWS and Azure savings plans, RI, and private pricing commitments. Install our free cloud procurement and cost management in minutes and:
1. Save immediately with free commitment management across all reservable services and FinOps visibility
2. Access Insured Commitments (Guaranteed Savings Plans — GSPs — and GRIs) to save flexibly and de-risk any usage that may continue for less than a year
3. Build and operationalize your long-term multicloud purchasing strategy with sophisticated scenario modeling and private pricing negotiation acceleration capabilities
Investor
Jun 2021
Owner makes online growth easy for restaurants. Our software helps local restaurants compete — and win against — big corporations.
Independent restaurants choose us because we give them a proven system that works, not an endless set of tools to figure out.
As the world continues to move online, were building the AI that every local business owner will use to succeed.
Join us! www.owner.com/careers
Investor
May 2021
Semgrep is on a mission to make it expensive to exploit software. As the team behind the most popular SAST, we built the Semgrep AppSec Platform to deliver industry-leading code, dependency, and secrets scanning to enable organizations to ship secure code quickly without slowing down development.
With fast, customizable code analysis across large codebases, Semgrep helps teams catch vulnerabilities early and fix them faster. Leading companies like Snowflake, Plaid, Figma, Lyft, and Dropbox rely on Semgrep to secure their software.
Semgrep is funded by top investors, including Felicis Ventures, Lightspeed Venture Partners, Menlo Ventures, Redpoint Ventures, and Sequoia Capital.
Investor
Feb 2021
Skydio’s mission is to make the world more productive, creative, and safe with autonomous flight. AI and computer vision are foundational to our products, allowing drones to fly autonomously and automatically capture and process data. Skydio drones help public safety agencies, federal government, and private companies serve their communities more safely and effectively by providing real-time access to information captured with high-powered cameras mounted on intelligent flying robots. Our drones support thousands of organizations, including every branch of the U.S. military, 26 allied nation, 1,000+ public safety agencies across every U.S. state, and 900+ utility providers.
Founded in 2014, Skydio designs, assembles, and supports its products in the U.S., with headquarters in San Mateo, CA, and manufacturing facilities in Hayward, CA. Skydio is the largest drone manufacturer in the U.S. and has shipped 55,000+ flying robots.
The company is backed by top investors and strategic partners, including Andreessen Horowitz, Linse Capital, Next47, IVP, Playground, and NVIDIA.
Investor
Aug 2020
Crossbeam is the first and largest Ecosystem-Led Growth platform, used by over 30,000 companies to attract, convert, and grow customer relationships using their partner ecosystems.
Ecosystem is Everything.
Experience · 19 entries
All (19)
Investments (14)
2025
Investor
Dec 2025
Struction is an end-to-end takeoff + quoting platform for construction contractors and suppliers. We use machine learning and computer vision to perform high-fidelity inference on construction documents and produce a fully accurate 3D-modeled quote in combination with our customers pricing data. We are currently deployed to precast concrete licensors and manufacturers.
Limited Partner
Sep 2025
Octave is an early-stage, founder-centric fund investing in enterprise data opportunities. As former founders, we deeply understand the highlights and lowlights of the founder journey. We strive to be close partners of the companies we invest in and take a hands-on approach to helping navigate the ups and downs of early company building.
Our belief that machine learning is the transformative technology of our time is built on a deep experience building data products. Were excited by new ideas that help unlock the power of machine learning by solving key problems in Infrastructure, Applied ML, Dev Tools, and Security and Privacy.
Data is at its Kitty Hawk moment and were thrilled to be a lifting force for the next generation of founders seeking to defy gravity.
If youre in the early stages of company-building, wed love to connect with you. Please consider making a short intro video and sending us the link via the Airtable form below:
https://airtable.com/shrr4lsIQtc4yYNkO
Advisor & Investor
Aug 2025
Augment is the AI coding platform built for enterprises - powered by a highly secure, production-grade Context Engine developed over 2.5 years in stealth until our public launch in November 2024.
Augment semantically indexes your entire codebase, documentation, dependencies, and internal knowledge in real time to enable devs to ship code faster, onboard in days instead of months, and modernize legacy systems with confidence.
We are alumni of global-leading AI and cloud companies including Google, Meta, NVIDIA, Snowflake, and Databricks - all on a mission to provide enterprises with context that actually understands your codebase.
If, like us, you believe in augmenting and not replacing software developers, join us on our mission to improve software development at scale using AI.
Investor
May 2025
DevArmor is building AI agents that automate manual security reviews and threat modeling. Just as Vanta streamlined slow and costly compliance management, DevArmor automates security reviews.
DevArmor seamlessly integrates real-time, high-fidelity security reviews informed by threat models into development workflows. While other solutions focus on known code vulnerabilities, DevArmor extracts business logic and security patterns before any code is written.
By integrating with developer platforms such as Jira, Notion, Vanta, Drata, AWS, and Terraform, DevArmor processes design docs, policy docs, and compliance requirements to generate structured threat modeling. It also validates design implementation by integrating with source code management platforms like GitHub and GitLab.
Through workflow integration, real-time feedback, and enforcement, DevArmor:
- Reduces security backlog by 80%
- Saves security teams 30% of their time
- Accelerates software releases by 3 months
Limited Partner
May 2025
Engineers are building the future of enterprises. Essence VC is a community of infrastructure and data founders and operators that is looking to support each other through the 0-to-1 stage.
Show all 19 entries ↓
Investment activity
2018–2025 · 14 investments
Recent (last 2 years)Earlier
