the portfolio, sketched
Two branches, one root. Companies we build and run ourselves, and companies we back. Each one fits a thesis: AI services, data moats or distribution-led networks.
operating companies, majority owned
operatingthesis: AI services · sector: marketing
Performance creatives as a service. Creative intelligence, creative strategy, production, influencer marketing at scale and campaign management, under one roof. AI handles form, humans own substance.
thesis: AI services · sector: marketing
A performance creative studio that runs the full creative chain: intelligence, strategy, production, influencer and campaign management. Static, video, catalog, Amazon, email and creator formats, from one team. Powered by the QuickAds platform.
thesis: AI services · sector: marketing
An AI product photoshoot platform for businesses: studio-quality product photos in about 30 seconds.
thesis: AI services · sector: legal
An AI-led, full-service way for small businesses to file small claims and recover unpaid invoices, without hiring a law firm to do it.
easysmallclaims.com ↗a few of the names we are proud to hold
Manufacturing and supply chain platform for global industry.
Financial infrastructure for the internet.
The platform behind a large share of startup investing and fund operations.
Embedded financing for small businesses, offered through the platforms they already use.
Passwordless sign-in and user authentication for apps.
more investments across our portfolio.*
* Includes both majority and minority holdings, held directly and through SPVs.
Building in marketing, legal, US healthcare or fintech, or somewhere we have not thought of yet? Tell us about it.