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Portfolio

Positive Sum

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Portfolio

Positive Sum portfolio

This is the portfolio currently shown on the public firm page.

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EtchedListed
etched.comenterprise_software

Etched is a company specializing in high-performance AI inference systems. It offers advanced solutions for demanding workloads.

ImprintListed
imprint.cofintech_payments

Imprint offers co-branded financial products such as credit cards, deposit accounts, and installment loans, designed to enhance user engagement and provide insights into customer…

Modal LabsListed
modal.comenterprise_software

Modal Labs provides high-performance AI infrastructure designed to facilitate the development and deployment of applications for data, AI, and machine learning. Their platform all…

Neko HealthListed
nekohealth.comhealthcare_digital

Neko Health is a healthcare technology company focused on preventive health, launching its full-body scanner in the US in 2026. It aims to capture comprehensive health data for ea…

Physical IntelligenceListed
physicalintelligence.companyrobotics_automation

Physical Intelligence is bringing general-purpose AI into the physical world. We are a group of engineers, scientists, roboticists, and company builders developing learning algori…

VantaListed
vanta.comenterprise_software

Vanta provides automated compliance solutions to help businesses achieve and maintain compliance with various standards such as SOC 2, HIPAA, ISO 27001, PCI, and GDPR. Their platf…

Bending SpoonsListed
bendingspoons.comenterprise_software

Bending Spoons acquires and improves iconic digital products, focusing on long-term ownership and innovation.

SkyryseListed
skyryse.comaerospace_defense

Skyryse is an aviation hardware and software company ushering in a new era in flight safety. Its proprietary technology, SkyOS™, is a universal operating system for flight that si…

Arc Boat CompanyListed
arcboats.commanufacturing_industrial

Arc Boat Company is focused on electrifying the marine industry by designing and manufacturing 100% electric boats for recreational and commercial use. Their flagship product, the…

AlpacaListed
alpaca.marketscrypto_web3

Alpaca is a technology company headquartered in Silicon Valley that builds a simple and modern API for stock and crypto trading.

JanuaryListed
january.comfintech_payments

January leverages AI to maximize recoveries for creditors, improve outcomes for consumers, and ensure ironclad compliance every step of the way.

RidgelineListed
ridgeline.aienterprise_software

Ridgeline is the industry cloud platform for investment management, designed to unify data, workflows, and AI for investment firms, enabling them to automate operations and enhanc…

TegusListed
tegus.comenterprise_software

Tegus modernizes and streamlines the way institutional investors and companies do research, providing access to expert transcripts, financial models, and market intelligence, now…

PrefectListed
prefect.ioenterprise_software

Prefect is a workflow orchestration platform that enables users to build and manage AI applications and automate workflows using Python. It provides both open-source and managed s…

CanopyListed
getcanopy.coenterprise_software

Canopy is a leading practice management software designed specifically for accounting and tax firms. It offers an all-in-one solution that streamlines operations, enhances client…

BluesListed
blues.iodeveloper_tools_infra

Blues provides IoT wireless connectivity solutions that simplify the creation of smart connected products, enabling businesses to focus on innovation and growth.

InvertListed
invertbio.combiotech_life_sciences

Invert provides a bioprocess-focused software platform that connects and harmonizes equipment and data across process development and biopharmaceutical manufacturing. It supports…

FortellListed
fortell.comhealthcare_digital

Fortell develops prescription AI-powered hearing aids designed to improve speech comprehension in noisy environments. Its devices use spatial AI to separate speech from background…

InheritanceListed
inheritance.airobotics_automation

Builds Witness, motion infrastructure that converts existing video into structured motion data for training robots and world models. Its growing data corpus captures human pose, o…

Entrepreneurs FirstListed
joinef.comenterprise_software

Entrepreneurs First is a company focused on building and supporting startups by connecting entrepreneurs with resources, mentorship, and investment opportunities.

ArcanaListed
No domain yetenterprise_software

Arcana is a Toronto-based software company specializing in digital media and management science, focusing on portfolio risk analysis for institutional investors.

Eight SleepListed
eightsleep.comhealthcare_digital

Eight Sleep offers a smart sleep system designed to enhance sleep quality through personalized temperature control, elevation, and sound integration.

ID.meListed
id.me
CasaListed
casa.iocrypto_web3

Casa helps you secure your bitcoin and stablecoins so you can have peace of mind. Take self-custody of your BTC and create an inheritance plan today.

RetroListed
retro.appconsumer_apps_social

Retro is a social app that feels like a joy, not a habit. It’s a friends-only photo journal where you share for yourself as much as your friends. It gently nudges you to find at l…

CognitionListed
cognition.aienterprise_software

Cognition AI develops Devin, an AI software engineer, and partners with Infosys for deployment. It focuses on security, data privacy, and compliance.

RogoListed
rogo.aienterprise_software

Rogo is a secure AI platform designed specifically for finance professionals, enabling bankers and investors to work smarter and faster by automating workflows and integrating dat…

Base PowerListed
basepowercompany.comenergy_power

Base Power is a Texas-based company specializing in whole-home battery backup systems and grid-balancing technology to enhance grid reliability. It offers affordable energy soluti…