Early-stage Portcos

No public equities or hard assets here – just bold ideas, and some asymmetric upside.

  • AI Underwriting Company - AI agent standards and insurance for enterprise adoption
  • Caladan Systems - AI-enabled electronic warfare module for drones
  • Clarion - Conversational AI for patient communications in healthcare
  • Corridor - Security layer for AI coding
  • Detect - On‑site women's health diagnostics via molecular testing
  • Flint - Autonomous AI for launching landing pages
  • Godela - AI physics engine for engineering simulations
  • Judgment Labs - AI agent monitoring and evaluation for production
  • Kaikaku - AI hardware for restaurant chains
  • Proximal - Reinforcement learning environments for software engineering
  • Sapien - AI-native CFO in code
  • Seamflow - Automated AI product compliance and certification workflows
  • TheZero - Biomass to carbon-negative fuel for net-zero economies
  • VibeCode - Natural-language mobile app creation powered by AI
  • Vigil Labs - Machine learning for financial trading and investment signals
  • Voltai - Foundational AI for semiconductors and electronics engineering
  • Zellerfeld - Revolutionary 3D printing technology for footwear