Marquee · First-round conviction bets
Four category leaders that anchored our first check.
We led or co-led the first institutional rounds at each of these companies. Three are now valued above $300M; two sit above $500M. The list below is the proof we ask founders to look at before they pick up the phone.
01 — Founded 2017
Helio Logistics
Supply Chain · Series C
We backed Helio’s first commercial pilots in 2018. They now move $2.1B in annualized freight with a software-defined network and a fleet of 4,200 owner-operators.
First-round check, 2018 · Valued $540M, 2024
02 — Founded 2019
Mosaic Health
Digital Health · Series B
Mosaic re-architected preventive women’s care around a single subscription. They serve 380,000 members across 22 states and have cut ER visits by 31%.
First-round check, 2019 · Valued $510M, 2024
03 — Founded 2016
Anvil Materials
Climate Industrial · Series C
Anvil’s electrochemical process replaces coal-fed blast furnaces. Their first commercial plant ships in Q3 2026 and is fully pre-sold to three European automakers.
First-round check, 2017 · 4.6× revenue growth in 24 months
04 — Founded 2020
Ledgerline
Fintech Infrastructure · Series B
Ledgerline’s reconciliation engine underwrites $74B in annual payment volume for 41 regional banks. We led the seed in 2020 after their first three design partners.
Seed lead, 2020 · 92% gross margin, 2024