A distinctive portfolio
of technology companies
in complex markets.
We are company builders first, drawn to hard problems and expert founders with a right to win. We invest in complex markets where pattern matching fails, backing massive opportunities that outsiders don’t even know exist. The result is a distinctive and concentrated portfolio of iconic technology companies.
001
Founding team of a pioneering health insurer (NYSE:OSCR).
hioscar.com ↗
002
Advanced technology for global trade and border protection.
altana.ai ↗
003
Technology-driven carwash rollup, co-founded by Floating Point.
sundaycarwash.com ↗
004
Rapid biomanufacturing to accelerate drug development.
wheelerbio.com ↗
005
Flood tracking to power new kinds of climate insurance.
floodbase.com ↗
006
Orthopedic surgery rollup built for value based care.
commonsclinic.com ↗
007
Shipment tracking for supply chain visibility.
tive.com ↗
008
Health plan built on a virtual-first network.
firefly.health ↗
009
Optimization platform for wholesale distribution.
010
Hospital data for healthcare AI development.
dandelionhealth.ai ↗
011
Marketplace for renewable power purchase agreements.
renewafi.com ↗
012
Parking garage automation for commercial real estate.
vendpark.io ↗
013
The new e-prescription infrastructure for Brazil.
mevosaude.com.br ↗
014
Health insurance built on direct primary care.
tarohealth.com ↗
015
