Our Portfolio Companies
Our Portfolio
Companies

We invest in leading technology companies with an eye
to long-term growth and help them scale if and when ready
in the rapidly expanding Asian markets, starting with Japan.

Select
  • Airbnb

    Consumer, Has Operations in Japan

    World's largest online alternative travel and experiential accommodation provider.

  • Alkira

    Enterprise Infrastructure

    Networking for the cloud era with global unified network infrastructure delivered as-a-service.

  • AppZen

    AI/ML, Enterprise Applications

    Artificial Intelligence platform designed to automate manual processes, uncover problems and optimize decision-making for modern finance teams.

  • Aurora

    AI/ML

    Designs and develops the Aurora Driver, which is the hardware, software, and data services that allow vehicles to drive themselves.

  • Bright Machines

    Enterprise Infrastructure

    Provides automation software designed to assist businesses to meet the growing demands of manufacturing.

  • Chronosphere

    Enterprise Infrastructure

    Provides cloud-native data monitoring tool, providing deep insight into the performance of a company's applications and infrastructure, enabling users to quickly identify and remediate issues.

  • Clearcover

    FinTech/InsurTech

    Online car insurance platform designed to offer the right coverage and improve automobile insurance.

  • Confluent

    Enterprise Infrastructure, Has Operations in Japan

    Confluent offers a new category of data infrastructure that connects applications, systems and data layers of the organization, to enable data streaming.

  • CyCognito

    Enterprise Infrastructure, Has Operations in Japan

    Developer of a cloud-based network security analysis platform designed to discover an organization's security weak spots.

  • Databricks

    AI/ML, Enterprise Infrastructure, Has Operations in Japan

    Databricks offers a data lakehouse so that enterprises have one simple platform to handle all data, analytics, and AI use cases.

  • DataRobot

    AI/ML, Enterprise Infrastructure, Has Operations in Japan

    Provides a platform that enables every organization to take advantage of advance in AI and machine learning.

  • Dremio

    Enterprise Infrastructure

    Provides self-service analytics with data warehouse functionality and data lake flexibility.

  • Duo Security

    Enterprise Infrastructure

    Internet security services that provides an authentication and mobile security software.

  • Earn

    FinTech/InsurTech

    Application platform intended to offer digital currency services.

  • Edge Delta

    Enterprise Infrastructure

    Developer of an analytics platform designed to offer distributed approach to identify and remediate potential operational and security incidents.

  • Figma

    Enterprise Applications, Has Operations in Japan

    Developer of a design tool built to help companies brainstorm, design, and build better products from start to finish.

  • Fly.io

    Enterprise Infrastructure

    Fly.io helps companies and software developers launch and run their applications with low latency speed and affordable prices, through a worldwide network of servers.

  • Forethought

    AI/ML, Enterprise Applications

    AI-powered customer service tools designed to embed relevant information into the daily workflows of employees proactively.

  • HashiCorp

    Enterprise Infrastructure, Has Operations in Japan

    Leader in multi-cloud infrastructure automation software.

  • Imply

    Enterprise Infrastructure

    A real-time analytics solution to store, query and visualize event-driven data.

  • Instart

    Enterprise Infrastructure

    Provider of a content delivery network (“CDN”) designed to accelerate web and mobile application performance.

  • inVision

    Enterprise Applications

    Digital product design platform intended to provide design tools and educational resources to navigate at every stage of the product design process.

  • JFrog

    Enterprise Infrastructure, Has Operations in Japan

    Provides an end-to-end universal Developer Operations (DevOps) Platform to achieve Continuous Software Release Management (CSRM).

  • Kin

    FinTech/InsurTech

    Developer of an online insurance platform for personalized and affordable home insurance.

  • Ladder

    FinTech/InsurTech

    Operator of an instant life insurance platform designed to serve financially savvy consumers.

  • Looker

    Enterprise Applications, Has Operations in Japan

    Cloud-based business intelligence and analytics platform that enables businesses to extract real value from data at scale.

  • Marqeta

    FinTech/InsurTech

    Card-issuing platform that offers the infrastructure and tools necessary to offer digital, physical, and tokenized payment options without the need for a traditional bank.

  • MX

    FinTech/InsurTech

    Infrastructure and software company focused on financial institutions that enables organizations to integrate, aggregate, cleanse, analyze and act on their consumer data in a regulated environment.

  • Netskope

    Enterprise Infrastructure, Has Operations in Japan

    Developer of a cloud security platform designed to provide visibility and real-time data and threat protection while accessing cloud services, websites, and private applications.

  • Nile

    Enterprise Infrastructure

    Networking-as-a-Service (NaaS) pioneer delivering enterprise-grade wired and wireless networking, globally.

  • Nova Credit

    FinTech/InsurTech

    Unlocks financial access for global immigrants and thin-to-no-file credit applicants, enabling a more fair and inclusive financial system

  • OneConcern

    AI/ML, Enterprise Applications, Has Operations in Japan

    Platform combining disaster science with machine learning for better decision-making.

  • Orbital Insight

    AI/ML, Enterprise Applications, Has Operations in Japan

    Developer of a geospatial analytics platform intended to offer a clear understanding of societal and economic trends.

  • Otter.ai

    AI/ML, Enterprise Applications

    AI- powered voice transcription service.

  • Paradox

    AI/ML, Enterprise Applications

    Leading conversational recruiting software.

  • Pendo

    Enterprise Applications, Has Operations in Japan

    Provides a customer engagement analytics platform designed to optimize customer experience.

  • Pilot

    FinTech/InsurTech

    Financial platform designed for bookkeeping and tax preparation services.

  • Pindrop Security

    Enterprise Infrastructure

    Establishes the standard for identity, security and intelligence for voice interactions, protecting some of the world’s biggest banks, insurers and retailers.

  • Sakana AI

    AI/ML, Has Operations in Japan

    A new kind of foundation model built using the principles of complex adaptive systems.

  • Scale AI

    AI/ML

    A GenAI Platform that leverages your enterprise data to customize powerful base generative models to safely unlock the value of AI.

  • Sisu Data

    Enterprise Applications

    Sisu Decision Intelligence Engine offers AI/ML-powered automated analytics to deliver fast, comprehensive, and actionable insights on cloud-scale data.

  • Snap

    Consumer

    One of the leading social networking applications.

  • Synk Security

    Enterprise Infrastructure, Has Operations in Japan

    Developer of security analysis tools designed to identify open-source vulnerabilities as well as vulnerabilities in static code bases.

  • SourceGraph

    AI/ML, Enterprise Infrastructure

    A universal code search platform / engine that empowers its users (enterprise developers) to explore, navigate, and quickly understand all their code.

  • Tanium

    Enterprise Infrastructure, Has Operations in Japan

    A provider of an endpoint security platform for computer networks.

  • ThoughtSpot

    Enterprise Applications, Has Operations in Japan

    Enterprise analytics platform designed to easily analyze complex, large-scale enterprise data with an automatic, relational search engine.

  • Traceable

    Enterprise Infrastructure

    Context-aware API security platform protecting the full API lifecycle across all environments.

  • Transcarent

    Healthcare

    A unified platform allowing employers to manage all of their healthcare benefits while improving quality of care and reducing costs.

  • Transmit Security

    Enterprise Infrastructure, Has Operations in Japan

    Operator of an identity platform that allows for password-less authentication via face detection and provides services like identity policy management and password-less workforce authentication.

  • TRM Labs

    FinTech/InsurTech

    Developer of a regulatory technology platform designed to address compliance for digital assets.

  • Uber

    Consumer, Has Operations in Japan

    On-demand technology platform for transportation and food delivery.

  • UiPath

    Enterprise Applications, Has Operations in Japan

    UiPath offers an end-to-end platform for automation, combining leading robotic process automation solutions with value-add capabilities.

  • Vercel

    Enterprise Infrastructure, Has Operations in Japan

    Cloud-based workflow platform that optimizes the entire development and deployment experience for front-end teams in a way that revolutionizes website development and performance.

  • Viz.ai

    AI/ML, Healthcare

    Developer of an AI-enabled intelligent care coordination platform for hospitals and life science companies that aligns multi-disciplinary teams.

  • Workato

    Enterprise Infrastructure, Has Operations in Japan

    An integration platform as a service (iPaaS) provider specializing in simplifying application integration, API development and integration operations in order to automate business operations.

  • Writer

    AI/ML

    Helping the world’s leading enterprises deploy customized AI apps and workflows that accelerate growth, increase productivity, and enhance compliance with enterprise-grade accuracy, security, and efficiency.

Insights & Perspectives
Insights &
Perspectives

Scale AI – Powering Data Centricity for AI

“Data is the new oil” – a familiar but accurate commentary in our AI-driven era. As AI adoption accelerates with open/closed-source models and enterprise GenAI applications, the need for a robust data engine becomes paramount. We believe Scale AI is a compelling answer.

portfolio announcements

Geodesic Portfolio Companies in the 2024 Cloud 100

We’re excited to announce that Forbes released the 2024 list, naming 9 of our portfolio companies.

portfolio announcements

Cybersecurity in an AI-First World

GenAI’s cybersecurity risks are a major concern for enterprises looking to transition from experimentation to production. Will Horyn’s developed a market map which highlights the key players driving the new wave of technologies and tools addressing these risks.

cybersecurity
Our Insights