Portfolio Investments

Placer.ai is a B2B SaaS platform that delivers real-time location analytics and foot traffic insights for the physical world. Leveraging proprietary AI and data science, the platform ingests anonymized location data from millions of mobile devices to provide actionable intelligence on consumer behavior, visit patterns, and market dynamics.

Lynk Global is a satellite communications company pioneering direct-to-device (D2D) connectivity through its constellation of low Earth orbit (LEO) satellites and employs a B2B strategy by partnering with mobile network operators. Often described as building “cell towers in space,” Lynk enables standard mobile phones to connect directly to satellites—without any changes to hardware or firmware.

Causify is a B2B Causal AI technology platform that enables enterprises to move beyond correlation by identifying true cause-and-effect relationships in complex, multivariate, time series data. Built for decision-critical environments, Causify combines causal discovery, temporal modeling, and explainable inference to power intelligent forecasting, scenario planning, and root-cause diagnostics.

Atlas is a B2B SaaS platform designed to streamline monetization for AI and software companies. It offers a low-code infrastructure that decouples billing from product code, enabling rapid deployment of usage-based and credit-based pricing models.

Boost My School is a B2B SaaS platform tailored for K–12 and higher education advancement teams. It streamlines fundraising, event management, and donor engagement by providing customizable giving pages, event registration tools, and auction capabilities.

OpenAI is a leading artificial intelligence research and deployment company whose mission is to ensure that artificial general intelligence (AGI) benefits all of humanity. It develops advanced AI models and tools — such as GPT, which powers natural language applications — and makes them accessible to businesses, developers, and individuals to drive innovation, productivity, and safer adoption of AI across industries.

xAI is an artificial intelligence company founded by Elon Musk with the mission to build AI systems that advance human understanding of the universe. The company develops frontier-level reasoning and conversational models — such as Grok, which powers natural language and analytical applications — and integrates them across products and platforms in the broader X ecosystem. xAI aims to create AI that is both highly capable and aligned with human values, fostering innovation, transparency, and the safe deployment of intelligence at scale.

GoShare is a tech-enabled B2B logistics marketplace that connects businesses and individuals with a network of truck and van owners for last-mile, on-demand delivery, moving, and hauling. GoShare leverages mobile technology, real-time matching, and the power of the sharing economy to streamline local freight and simplify same-day logistics at scale.

Dover Microsystems provides embedded cybersecurity solutions that enforce real-time, instruction-level threat prevention in computing systems. Its flagship product, CoreGuard, integrates with RISC-based architectures to block software vulnerabilities and cyberattacks at the processor level.

Parry’s Pizzeria & Taphouse is a high-growth fast casual restaurant concept delivering elevated casual dining with a focus on New York-style pizza and one of the nation’s premier craft beer programs. The company has expanded rapidly to over 20 units, with a scalable model and strong unit economics driving continued rollout across multiple markets.

Airside Mobile develops secure, privacy-first digital identity and document verification solutions for travel and government use—best known for powering Mobile Passport, which streamlines U.S. Customs clearance at airports.
Exited – acquired by Onfido
Wrapify is a tech-driven OOH advertising platform that uses wrapped vehicles and geofencing to capture real-world impressions and enable digital retargeting. By linking offline exposure to online engagement, Wrapify delivers measurable attribution and unified campaign analytics for enterprise advertisers.
Exited – acquired by Wrapmate
SignalFrame is a B2B technology platform that builds real-time graph intelligence from wireless signals in the physical world. By mapping and analyzing nearby devices and networks, SignalFrame enables advanced proximity-based services, contextual awareness, and situational intelligence for enterprise and government applications
Exited – acquired by PricewaterhouseCoopers
Funds
Gritstone SPAC Opportunities Fund LLC is a private investment vehicle specializing in Special Purpose Acquisition Companies (SPACs). The fund employs a data-driven approach and its strategy aims to capitalize on the asymmetric return profiles of SPACs while maintaining strong downside protection through trust-backed structures.

Flat Rock Opportunity Fund primarily invests in the equity and junior debt tranches of collateralized loan obligations (CLOs) backed by diversified pools of senior secured, first-lien loans.

Momentum Invest is a Paris-based private equity firm specializing in growth-stage investments in French SMEs within the services sector. Founded in 2017, the firm targets companies with revenues between €10 million and €100 million, aiming to support their expansion through strategic and operational expertise.

Qualium Investissement is a Paris-based private equity firm specializing in mid-cap buy-out investments across France. Qualium partners with entrepreneurs and management teams to provide tailored financial solutions, supporting businesses in their expansion and transformation strategies.

European Capital Private Debt Fund, managed by LGT Capital Partners, is a specialized private debt vehicle focused on providing tailored financing solutions to European mid-market companies. The fund primarily invests in senior secured debt instruments, including unitranche and subordinated loans.