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Our Portfolio Companies
Our Portfolio
Companies

We invest in leading technology companies and help them scale if and when ready
in the rapidly expanding Asian markets, starting with Japan.

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  • 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.

  • Altruist

    Enterprise Applications, FinTech/InsurTech

    Altruist provides independent RIAs a vertically integrated tech stack that combines custody services with front, middle, and back-office tools.

  • 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

    Chronosphere is a leading observability company, empowering customers to reduce data complexity and volume, optimize costs, and remediate issues faster.

  • Clearcover

    FinTech/InsurTech

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

  • ClickHouse

    Enterprise Infrastructure, Has Operations in Japan

    Database that provides high speed and cost-efficiency for use cases ranging from real-time analytics, data warehousing, observability, and AI/ML

  • 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.

  • Exein

    Enterprise Infrastructure

    Embedded IoT cybersecurity combining AI with open source for unmatched connected device protection.

  • FieldGuide

    Enterprise Applications, AI/ML

    The AI-native platform for Audit & Advisory

  • 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.

  • Firestorm

    Alliance Fund, DeepTech

    Firestorm is building a ‘factory-in-a-box’; a containerized micro-factory that can be deployed at the edge to provide on-demand manufacturing of low-cost UAS and production parts.

  • 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.

  • Glean AI

    Enterprise Applications, AI/ML, Has Operations in Japan

    Glean leverages agentic AI and enterprise search to deliver secure, no-code automation and personalized knowledge discovery across organizational data for smarter, scalable workflows.

  • Grid Aero

    AI/ML, Alliance Fund, DeepTech

    Grid Aero's flexible, scalable aerial capability meets growing mission demands for range, payload, and operation in contested environments.

  • Harness

    Enterprise Infrastructure, AI/ML

    A unified CI/CD and software delivery platform that automates the path from code to production.

  • HashiCorp

    Enterprise Infrastructure, Has Operations in Japan

    Leader in multi-cloud infrastructure automation software.

  • Hightouch

    AI/ML, Enterprise Applications

    Hightouch is a CDW-native composable CDP and AI Decisioning platform enabling enterprises to activate their data.

  • 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.

  • Island

    Enterprise Infrastructure

    The secure enterprise browser, making work seamless and safe for organizations around the globe.

  • 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.

  • Legora

    AI/ML, Enterprise Applications

    The end-to-end AI operating system for lawyers and legal workflows

  • 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.

  • Mueon

    DeepTech, Alliance Fund

    Mueon is building data center scale infrastructure for the next generation of AI workloads.

  • 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.

  • Netradyne

    AI/ML

    Netradyne provides AI-powered fleet safety and driver coaching solutions using advanced vision-based technology.

  • 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.

  • Phoenix Tailings

    DeepTech, Alliance Fund

    Phoenix Tailings is restoring U.S. industrial independence by building the domestic refining capacity needed to make metals for critical technologies.

  • 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.

  • Portal Space

    DeepTech, Alliance Fund

    Solar-thermal propulsion redefining maneuverability in contested orbit — built to operate where no other spacecraft can

  • Sakana AI

    AI/ML, Has Operations in Japan

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

  • Sardine

    FinTech/InsurTech, Enterprise Infrastructure, AI/ML, Has Operations in Japan

    Sardine.ai provides AI-driven fraud prevention and compliance solutions for enterprises and financial institutions, using behavioral biometrics, device intelligence, and machine learning to detect financial crimes in real-time

  • Saronic

    AI/ML, DeepTech

    Saronic manufactures intelligent autonomous surface vessels for naval and maritime forces.

  • 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.

  • Smack

    DeepTech, Alliance Fund

    Frontier AI lab powering Decision Dominance for national security missions.

  • Snap

    Consumer

    One of the leading social networking applications.

  • Snyk 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.

  • Trener

    AI/ML

    Trener is building the physical AI layer for industrial automation, enabling robots to adapt across real production environments.

  • 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.

  • Vast

    DeepTech

    Building the next generation of commercial space stations for continuous human presence in space.

  • Vatn Systems

    DeepTech, Alliance Fund

    Building the future of autonomous underwater vehicles.

  • 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

Geodesic Forum 2026: Two Megatrends Converge

At Geodesic Forum 2026, we experienced the convergence of two tectonic global trends: the rapid maturity of enterprise AI technologies and the clear emergence of Japan as the most important economic and geopolitical force in the Asia Pacific region. Neither of these two trends should surprise anyone, but what happens when they come together at this pivotal time when both are accelerating? This is what we  witnessed in Tokyo between February 17th-19th at our annual Forum, which was attended by 17 “Silicon Valley” companies and over 1,000 Japanese attendees from almost 100 Japanese companies.  

digital transformation

Why We Invested in Firestorm Labs: Rebuilding the Defense Industrial Base Through Production of Mission-Critical Systems at the Edge

Since the end of the Cold War, the United States has been locked into a stale acquisition and development strategy that has gradually eroded our Defense Industrial Base (DIB). Recent conflicts have provided strong evidence that the way the United States has approached constructing its set of capabilities, with centralized supply chains generating small quantities of exquisite systems far from the tactical edge, may no longer match up well to the demands of future conflicts. “Contested Logistics Technologies” has been identified as one of the Department of War’s six Critical Technology Areas (CTAs), and Firestorm Labs’ on-demand production of mission-critical systems at the edge is meeting the moment, enabling flexible production capacity at the front lines. Firestorm’s core philosophy, “Build Modular. Build Many. Build Fast,” is perfectly aligned with the direction in which the Pentagon intends to move.

portfolio announcements

The Agent Will See You Now: Agentic Commerce, A Structural Shift

For two decades, e-commerce has been organized around a simple primitive: the search box. Type, scroll, compare, click, buy. Every layer of the $6 trillion global e-commerce stack—from Google Ads to Amazon’s A9 algorithm to Shopify’s storefront templates—was architected around this human-driven, click-intensive paradigm. That paradigm is ending.

company building
Our Insights