Portfolio Companies

We back the most ambitious developer tools and collaboration companies at the seed stage. Here is what we have built together.

5
Portfolio Companies
$1.8B+
Combined Valuation
$160M
Total AUM
100%
Seed Round Investments

Companies We Back

Each of our portfolio companies is building essential infrastructure for the way developers work, collaborate, and ship software.

$800M
FinTech
Seed Round • 2021

Revolut

Revolut is a global financial technology platform offering banking, international payments, currency exchange, and investment services to millions of personal and business customers worldwide. With developer-friendly APIs and a platform approach to financial services, Revolut is rapidly becoming the financial infrastructure layer for modern businesses.

Sector: Financial Services • Global
$500M
Collaboration
Seed Round • 2021

Discord

Discord is the leading voice, video, and text communication platform for developer communities, open source projects, gaming communities, and remote-first teams. Starting with gaming, Discord has expanded to become the community platform of choice for developers and technical teams who value asynchronous-first communication with real-time capabilities.

Sector: Communication • Global
$275M
Productivity
Seed Round • 2021

Notion

Notion is an all-in-one workspace that combines notes, tasks, databases, wikis, and project management into a single flexible platform. Engineering and product teams worldwide use Notion to maintain runbooks, track roadmaps, document architecture decisions, and align distributed team members across time zones and geographies.

Sector: Productivity • Global
$200M
Design Tools
Seed Round • 2021

Figma

Figma is the browser-based interface design and prototyping platform that has become the industry standard for product teams. By enabling real-time collaboration between designers and developers in a single shared canvas, Figma eliminated the traditional handoff friction between design and engineering, fundamentally changing how products are built.

Sector: Design Tools • Global
$94M
Observability
Seed Round • 2021

Datadog

Datadog is the cloud-scale monitoring, security, and analytics platform that engineering teams rely on for full-stack observability. From infrastructure metrics to application performance monitoring, log management, and security intelligence, Datadog provides the unified visibility layer that modern DevOps and SRE teams need to keep complex distributed systems running reliably.

Sector: Observability / DevOps • Global

Why Developer Tools Win

Developer tools and collaboration platforms share characteristics that make them exceptionally durable investments. They spread through word-of-mouth within engineering organizations, they become deeply embedded in daily workflows, and they tend to expand naturally as teams grow.

We believe the companies in our portfolio represent the essential infrastructure of modern software development — the picks and shovels for the software gold rush that is still very much underway.

Pitch Your Company

Bottom-Up Growth

Starts with individual developers and expands to teams and enterprises.

Deep Stickiness

Embedded in critical workflows that create high switching costs.

Global Market

Developer tools address a worldwide market of millions of engineering teams.

Strong Economics

Developer-first SaaS businesses often achieve exceptional NRR and margins.

Ready to Join Our Portfolio?

We are always looking for exceptional founders building the next generation of developer tools. Send us a note and tell us what you are building.

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