We are former engineers, product managers, founders, and executives who believe in the transformational power of software infrastructure.

Enrique ran Symantec. Aaref co-founded a data center automation company. Slater built a data-focused seed fund. Rak shipped Atlassian Access. Saanya scaled companies across stages at Coatue and Goldman Sachs. We work as a team to help technical founders achieve the full potential of their ideas.

There’s never been a better time to build. We are 15 years into enterprise cloud adoption, with several decades to go. There’s been great progress: data is more accessible, AI/ML is advancing rapidly, open source offers new ways to build community and distribute products, and security is now a top-of-mind concern.

But a huge number of unsolved problems remain and the competition is intense. Data is messy and hard to manage. Most companies still don’t have the tools or expertise to move AI/ML models into production. Open-source projects are hard to grow and monetize. Security is noisy, crowded, and confusing for buyers.

We help courageous, visionary founders navigate the challenging path to building meaningful businesses. We are active partners at seed, Series A, and growth, by focusing on the areas where we can help most. Sometimes that’s recruiting early engineers, other times finding initial design partners.

In every case, it’s working closely with founders on their most difficult issues. When do we launch? How do we approach DevRel? What kind of executives should we recruit? How much should we burn? The questions differ, but our commitment is the same — to put a support structure around our founders so that they can make the best decisions.

Focus Areas

Developer Tools and APIs

Developer workflows are “shifting left.” That makes developer productivity more important and creates increased autonomy. At the same time, the way developers use those tools is changing, with more opportunity to leverage third-party APIs and open-source libraries. We work closely with Atlassian, Docker, and earlier-stage companies like Cube.js and Mintlify to improve developer experience.

Machine Intelligence

As Andrew Ng observed, any decision a human makes in under two seconds will be automated by AI. Sophisticated ML/AI models capitalizing on transformers and other advances are desperately needed. Currently, data teams operate with inadequate MLOps tooling, so most projects never reach production. We partnered with Grid AI, Startree, and a host of other companies to change that.

Data Infrastructure

As every company becomes a software company, the central building blocks of the data stack, such as streaming infrastructure and pipelining, will continue to evolve. Confluent, Databricks, Mongo, and Snowflake show that AWS, Azure, and other cloud providers will not serve every need. We invested early in Hightouch, Redis, and Rubrik to help build the core, underlying components of the data stack.


Data exfiltration, ransomware, and other threats pose the biggest risk to modern companies. Attackers have become more sophisticated and well-funded; security teams are under greater scrutiny than ever before. We have worked with CISOs, SecOps, and now DevSecOps over many years, giving us unparalleled access. Our investments include Attivo, JupiterOne, Sysdig, and many other founders dedicated to keeping companies safe.

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