Anduril

Anduril’s vast ecosystem of technology—and the potential of its ambitious vision—is a sight to behold. We invested in their A, B and C rounds, and placed 32 of its first 100 engineers.

Brex

We met Henrique and Pedro as freshmen at Stanford, and wrote their first check when they pivoted from 

 to Brex. We placed 3 of their first engineers and have invested in every round since.

Snowflake

Benoit Dageville, Thierry Cruanes and Marcin Zukowski built Snowflake on the back of a powerful vision for the cloud computing industry. We invested in them and their vision—and placed six of their first 100 engineers.

Agora

Airmap

Alpha Sheets

Anduril’s vast ecosystem of technology is a sight to behold.

Its technology is matched only by the potential of its ambition. (It didn’t hurt that its founder, Palmer Luckey, who previously founded Oculus VR, had a seasoned track record of being ahead of the curve.)

Its cutting-edge tech, small (but growing) size, and hands-on culture have made it a magnet for ambitious engineers, eager to learn in a tight-knit environment. (Among them is 

, a voracious learner with an undeniable growth mindset who we connected them with in 2019).

We participated in Anduril’s Series A, B, and C rounds, and placed 32 of its first 100 engineers.

Apollo

Applied Intuition

Atomus

Atrium LTS

Begin

Black SMS

Bolt

Henrique and Pedro were coding and launching companies in their teens. By the time they met, when they were 16, Pedro had already built software to make Siri speak in Portugese and Henrique had started a video game company. (Both were recipients of Apple patent infringements along the way, but that’s a different story.)

, pagar.me, to go to Stanford in 2016. That’s when we first met them—or, actually, that’s when a few engineers we knew at Harvard told us we had to drop everything and meet these two engineers from Brazil. So we did. And they were right.

Pedro and Henrique were in full explore and learn mode—focused on finding the right next idea to build an incredible company around. We were amazed by their curiosity, desire to learn, and ability to devour information and iterate on ideas. We spent hours working with and learning from them as they explored different directions, including the thrilling but short-lived 

We were lucky enough to write them their first check when they pivoted to fintech and launched Brex, then helped place three of their first engineers. We’ve invested in every round since.

Henrique and Pedro were coding and launching companies in their teens. We met them as freshmen in college, where we spent hours exploring and hashing out potential startup ideas (like 

), then wrote their first check when they pivoted to fintech and started Brex. We placed 3 of their first engineers and have invested in every round since.

Carrot

Cerebra

Clumio

CodeSignal

Commure

Dandy

Fellow

Fleet

Ghost

HVMN

Impira

Livongo

Local Food Group

Mindstrong

Mira Beauty

mmhmm

Monthly

Nova Credit

Observe

OccamzRazor

Octane Al

Pagedraw

Pawp

Playco

Qualia

Salty

Shogun

Benoit Dageville, Thierry Cruanes and Marcin Zukowski saw the cloud industry as a series of pipes—pipes in need of a house.

That’s how the idea for their company, Snowflake, came to life: the desire to house different cloud companies together—like AWS, GCP, Azure—into one agnostic platform.

Benoit, Thierry and Marcin’s unique vision for the cloud industry is matched by their ability to attract top talent. It’s no surprise that the brightest engineers want to work on challenging and interesting technical problems. Cloud infrastructure, specifically Snowflake’s infrastructure, is exactly that.

We helped place six out of the first 100 engineers at Snowflake, including 

, whose interests in large-scale computer systems were warmly welcomed. 

We invested in Snowflake’s Series E, when they were still valued below $1 billion, and before they went public—the biggest software IPO in history.

We invest in engineering

Great engineering teams have the power to create disproportionate value for a company.

Portfolio