Investing & Advising
Companies and funds I've backed, with a quick look at where they are today.
Updated August 2026 · 19 investments.
| Company / website | Description |
|---|---|
After starting with AI-generated image detection, Nuanced pivoted in 2024. It now builds an AI coding app that helps developers turn ideas into specs and keep agents connected to the work. | |
Browser infrastructure and web automation for AI agents and applications. Browserbase raised a $40M Series B in 2025. | |
A modern corporate and personal tax firm combining software and accountants for tax preparation, bookkeeping, and year-round support. | |
AI shopping and customer-experience agents for ecommerce brands. Alby continues to operate as part of Bluecore. | |
Patient-authorized health-record infrastructure that gives developers a single FHIR API across insurers, medical record systems, and nationwide exchanges. | |
Physics-based hardware assurance that detects defects, counterfeit parts, unauthorized changes, and malicious tampering in electronics. | |
An AI-powered fulfillment and distribution platform for ecommerce brands, combining logistics software with a distributed operations network. | |
A realtime backend for AI-built apps, with a database, authentication, permissions, storage, presence, and optimistic updates in one data model. | |
An AI health concierge that turns care plans into guided patient actions between visits and returns verified completion data to care teams. | |
Authentication, user management, billing, and agent identity for modern applications. Clerk raised a $50M Series C in 2025. | |
A decentralized protocol for indexing and querying blockchain data. | |
After proving its first very-low-Earth-orbit mission, Albedo shifted from operating an imagery constellation to building flight-proven VLEO satellite buses for other payload operators. | |
A code review platform for stacked pull requests, merge queues, and AI-assisted review. Graphite continues to operate as an independent product within Cursor, which is now part of SpaceX. | |
An open-source platform for building, running, and managing data and AI workflows, with a managed product for production teams. | |
Blockchain infrastructure that became a foundational part of Coinbase Cloud. I invested primarily in its mining operation. | |
One of the earliest crypto-focused investment firms, investing in blockchain companies and protocols since 2015. | |
A first-check crypto venture firm investing in infrastructure and applications for the user-owned web. | |
Secure, programmatic sandboxes that give AI agents fast, isolated computers for running generated code. Daytona raised a $24M Series A in 2026. | |
A control layer for production AI that helps teams test, protect, observe, and improve model interactions in real time. White Circle raised $11M in 2026. |
After starting with AI-generated image detection, Nuanced pivoted in 2024. It now builds an AI coding app that helps developers turn ideas into specs and keep agents connected to the work.
Browser infrastructure and web automation for AI agents and applications. Browserbase raised a $40M Series B in 2025.
A modern corporate and personal tax firm combining software and accountants for tax preparation, bookkeeping, and year-round support.
AI shopping and customer-experience agents for ecommerce brands. Alby continues to operate as part of Bluecore.
Patient-authorized health-record infrastructure that gives developers a single FHIR API across insurers, medical record systems, and nationwide exchanges.
Physics-based hardware assurance that detects defects, counterfeit parts, unauthorized changes, and malicious tampering in electronics.
An AI-powered fulfillment and distribution platform for ecommerce brands, combining logistics software with a distributed operations network.
A realtime backend for AI-built apps, with a database, authentication, permissions, storage, presence, and optimistic updates in one data model.
An AI health concierge that turns care plans into guided patient actions between visits and returns verified completion data to care teams.
Authentication, user management, billing, and agent identity for modern applications. Clerk raised a $50M Series C in 2025.
A decentralized protocol for indexing and querying blockchain data.
After proving its first very-low-Earth-orbit mission, Albedo shifted from operating an imagery constellation to building flight-proven VLEO satellite buses for other payload operators.
A code review platform for stacked pull requests, merge queues, and AI-assisted review. Graphite continues to operate as an independent product within Cursor, which is now part of SpaceX.
An open-source platform for building, running, and managing data and AI workflows, with a managed product for production teams.
Blockchain infrastructure that became a foundational part of Coinbase Cloud. I invested primarily in its mining operation.
One of the earliest crypto-focused investment firms, investing in blockchain companies and protocols since 2015.
A first-check crypto venture firm investing in infrastructure and applications for the user-owned web.
Secure, programmatic sandboxes that give AI agents fast, isolated computers for running generated code. Daytona raised a $24M Series A in 2026.
A control layer for production AI that helps teams test, protect, observe, and improve model interactions in real time. White Circle raised $11M in 2026.