I invest in early-stage AI and hardtech companies.
Across 15+ direct investments, my active portfolio is running at a ~5x multiple. My biggest win is Jasper AI. I wrote the first check as a SAFE, and they’ve since become a $1.5B+ unicorn, returning 125x on that investment. I also backed Squad, which was acquired by Twitter, and StratumAI (YC W20), already marked up 6x following their Series A.
I’m active in the YC ecosystem, with multiple YC-backed companies in my portfolio. I look for founders building in large, underserved markets, particularly where AI is creating real advantages over incumbents.
If you’re building in AI or hardtech, I’d love to hear from you.
Featured Investment
| Company | Status | Description |
|---|---|---|
| Jasper AI | Unicorn ($1.5B+), 125x paper return | Enterprise generative AI platform, first check as SAFE |
Realized Exits
| Company | Outcome | Description |
|---|---|---|
| Squad | Acquired by Twitter (2x return) | Screen sharing social app |
Active Portfolio
| Company | Stage | Description |
|---|---|---|
| StratumAI | Series A (YC W20, 6x markup) | AI-powered mineral exploration |
| Hudson Labs | Active | AI financial compliance (f/k/a Bedrock AI) |
| Plura | Active | Creator-driven social commerce |
| Tangent.ai | Seed | Personalizing beauty with AI |