Seed · ’24
Meridian Compute
A distributed query engine that treats every data warehouse as one address space.
InfrastructurePortfolio
Companies drawing their own line.
A concentrated book of early-stage teams. Names below are illustrative of how we invest — early, technical, and across the four themes we keep returning to.
Pre-seed · ’25
Halyard Labs
Evaluation infrastructure that catches model regressions before they reach production.
Applied AISeed · ’23
Bastion Provenance
Cryptographic provenance for software supply chains in an AI-authored world.
SecuritySeed · ’24
Kerrow Grid
Forecasting and dispatch software for distributed energy storage operators.
IndustrialPre-seed · ’25
Sennit
A typed event bus that makes service-to-service contracts impossible to break silently.
InfrastructureSeed · ’24
Orrery AI
Retrieval and memory layer for agents that need to be correct, not just convincing.
Applied AIPre-seed · ’25
Tidewell
Supply-chain visibility for cold logistics, instrumented down to the pallet.
IndustrialPre-seed · ’25
Vantablock
Machine identity and short-lived credentials for fleets of autonomous services.
SecuritySeed · ’23
Lumen Foundry
A build system that makes monorepos at scale feel like a single small project.
InfrastructureNo companies in this category yet — check back soon.
For founders
We re-up.
More than two-thirds of our follow-on capital goes to companies already in the book. Conviction is not a one-time event — we keep backing the teams that compound.