Sam Cates

Co-Founder and Partner

Gabriela Marques

Analyst

Patrick O'Shaughnessy

CEO and Partner

Alison Davis Riddell

Partner

12 past transactions

Tegus

Venture Round in 2022
Tegus operates a qualitative research platform tailored for buy-side investors, providing access to a database of peer-led expert call transcripts. This smart-searchable platform allows investors to rapidly acquire insights about companies, significantly reducing the time needed to understand a business. Tegus facilitates custom-sourced calls with industry experts, former employees, customers, and competitors, empowering investors with essential qualitative data for their investment decisions. The platform's on-demand transcripts and expert connections aim to enhance investment returns while mitigating risks, all offered at competitive rates without the traditional markups typically associated with such services.

Hourwork

Series A in 2022
Syrg helps hourly workplaces make operations more efficient, compliant, and human. The company develops a management application platform for employers of hourly work who seek to transform and optimize their workforce. Syrg's technologies integrate with existing HR software with enterprise-grade security, allowing businesses to reduce cost, improve compliance, and increase engagement.

Curebase

Series B in 2022
Curebase is a software company that specializes in digital solutions for clinical trials, aiming to transform how medical providers manage these studies. Established in 2017 and based in San Francisco, California, the company offers a platform that streamlines various aspects of clinical trial execution, including participant eligibility, enrollment, education, and consent. By automating manual processes and facilitating trial distribution to clinics, Curebase significantly reduces recruitment times and overall costs associated with conducting clinical trials. Its services cater to medical device, biotech, and digital health startups, providing sponsors with essential data access to monitor trial progress effectively.

Hourwork

Series A in 2022
Syrg helps hourly workplaces make operations more efficient, compliant, and human. The company develops a management application platform for employers of hourly work who seek to transform and optimize their workforce. Syrg's technologies integrate with existing HR software with enterprise-grade security, allowing businesses to reduce cost, improve compliance, and increase engagement.

Passthrough

Seed Round in 2022
At Passthrough, we help alternative investors own their identity and bring it wherever they want. Starting with products like fund closing and know-your-customer/anti-money-laundering software, we make it simple for investment firms, administrators, lawyers, and banks to collect information about investors and make it structured (and usable). We believe investors should own one identity passport and grant access to it on their terms. We’re building a network and infrastructure business to make investor experience seamless across legal, banking, compliance, and more.

Casa

Series A in 2021
Casa offers a secure storage solution for consumers and companies to safely store their digital wealth. Casa helps users manage their private keys, through the multi-location security model that removes single points of failure and protects users from theft, accidents, and disasters, providing them with the tools for securing their digital lives.

Alpaca

Series B in 2021
Alpaca is a technology company based in San Mateo, California, that operates as a securities broker. It specializes in providing an algorithmic trading platform designed for developers to create, manage, and execute trading and investing algorithms. The Alpaca API enables the development of investing applications and brokerage services that facilitate commission-free trading. The company boasts a team with diverse backgrounds in finance and technology and has garnered support from prominent investors in the industry. By focusing on empowering developers, Alpaca aims to enhance access to financial markets through innovative technology solutions.

Candidate

Seed Round in 2021
Candidate, Inc. operates as an online staffing and recruiting company. The company operates an online marketplace that incentivizes every person to be a recruiter for their network. The company was incorporated in 2020 and is based in Seattle, Washington.

Prefect

Series B in 2021
Prefect Technologies, Inc. is a provider of open-source automation and scheduling software focused on workflow management. Founded in 2018 and headquartered in Washington, D.C., with an additional office in San Francisco, the company offers a data engineering platform that allows users to design, build, test, and run data workflows. Its Prefect Core workflow engine supports modern infrastructure and includes features such as flow code, dataflow, a graphic API, and auto API. These tools enable data engineers to manage dynamic logic, control flow patterns, and error handling while facilitating runtime templating and reuse of parameters. Prefect aims to streamline the process of managing complex data workflows for organizations.

Prefect

Series A in 2021
Prefect Technologies, Inc. is a provider of open-source automation and scheduling software focused on workflow management. Founded in 2018 and headquartered in Washington, D.C., with an additional office in San Francisco, the company offers a data engineering platform that allows users to design, build, test, and run data workflows. Its Prefect Core workflow engine supports modern infrastructure and includes features such as flow code, dataflow, a graphic API, and auto API. These tools enable data engineers to manage dynamic logic, control flow patterns, and error handling while facilitating runtime templating and reuse of parameters. Prefect aims to streamline the process of managing complex data workflows for organizations.

Bottomless

Series A in 2021
Bottomless is a company that has developed a WiFi-enabled scale designed to enhance the coffee subscription experience. This innovative scale allows users to track their coffee consumption and automatically reorder freshly roasted beans when supplies run low. By syncing with the scale, consumers can specify their preferences, enabling the platform to learn individual caffeine habits and provide personalized coffee selections. This approach ensures that customers receive fresh coffee at optimal times, avoiding the stale offerings typically associated with traditional coffee purchases.
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