Strategic companies, before they become broadly accessible

Saronic

Defense & maritime autonomy

Active

Defense-tech company designing and manufacturing autonomous surface vessels for maritime security, defense and contested-environment operations — naval autonomy at scale.

Entry

Entry · 2026

HQ

Austin, TX, USA

xAI

Artificial intelligence

Active

Frontier AI company behind Grok, combining state-of-the-art models, massive compute infrastructure and real-time distribution through the X ecosystem.

Entry

Secondary · 2025

HQ

Palo Alto, CA, USA

Cohesity

Cybersecurity & data

Active

Leader in AI-powered data security and management, protecting and recovering enterprise data across cloud, on-premises and hybrid environments — cyber resilience as essential infrastructure.

Entry

Series H · 2025

HQ

San Jose, CA, USA

SpaceX

Space & infrastructure

Exit

Aerospace company founded by Elon Musk redefining the space economy: reusable rockets, launch services, human spaceflight, the Starlink constellation and the development of Starship.

Position realized in Feb 2026 at 3.48x gross MOIC.

Entry

Secondary · 2024

HQ

Hawthorne, CA, USA

The Bakery

Corporate innovation

Active

Innovation and transformation firm helping large corporations turn strategy — including AI — into measurable execution, connecting them to the startup ecosystem.

Entry

MBO · 2023

HQ

London, UK · São Paulo, BR

Inyo

Fintech & payments

Active

US-licensed money-movement and payment-orchestration platform: cards, ACH, global payouts, compliance, fraud prevention and stablecoins through a single integration.

Entry

Seed · 2023

HQ

Boston, MA, USA

Digibee

Enterprise software

Active

Cloud-native, low-code enterprise integration platform (iPaaS) connecting applications, data, legacy systems and AI agents for large enterprises undergoing digital transformation.

Entry

Secondary · 2022

HQ

São Paulo, BR · Miami, USA