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Portfolio

Founders we back.

Series A investments across the six areas of our thesis.

Minimalist building facade
Fund I
$120M
Portfolio companies
28
Founded
2019
Countries
12

8 companies

Lumen Network

A modular Layer 2 built for low-cost settlement in payment apps.

Sector
Infrastructure
Round
Series A · 2025

Arcpay

Stablecoin checkout and payouts for online merchants.

Sector
Stablecoins & payments
Round
Series A · 2025

Vault Nine

Policy-based key management for institutional treasuries.

Sector
Security & custody
Round
Series A · 2024

Meridian Assets

Tokenized short-term credit funds for qualified investors.

Sector
Tokenization
Round
Series A · 2024

Kestrel Markets

An on-chain order book for derivatives with a built-in risk engine.

Sector
DeFi
Round
Series A · 2024

Orbit Wallet

A self-custody wallet with passkeys and social recovery.

Sector
Consumer crypto
Round
Series A · 2023

Tessera Data

Indexing and data APIs for multi-chain applications.

Sector
Infrastructure
Round
Series A · 2023

Harbor Ramp

On- and off-ramps connecting local banking rails to stablecoins.

Sector
Stablecoins & payments
Round
Series A · 2023

Building at Series A?

Tell us what you are building. Every submission is read by the investment team.

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