Portfolio
Companies
Our portfolio companies are building the infrastructure layer of the connected world — the networking software, edge platforms, IoT infrastructure, and AI-native connectivity tools that carriers, enterprises, and governments are actively deploying at scale. We find them early. We help them win.
EDGE Sound Research
Intelligent audio infrastructure that captures, separates, and renders sound — turning real-world audio into usable information and immersive spatial experiences.
SenseNet
AI-powered early detection and prediction platform for wildfire and environmental monitoring — turning distributed sensor networks into real-time intelligence infrastructure.
Gather
Next-generation carrier infrastructure purpose-built for AI agents — giving autonomous systems the identity, trust, and network access they need to act in the real world.
Edgescale AI
Bridges enterprise AI with physical systems at the edge — enabling real-world deployment of machine intelligence across industrial, infrastructure, and IoT environments.
Cameyo
Virtual application delivery platform enabling enterprises to run Windows apps on any device — acquired by Google in 2024.
Conekt
Software platform that unifies networks, devices, and data across complex enterprise environments — enabling seamless, secure connectivity at scale.
InfiniG
Neutral host mobile coverage as a service - delivering carrier-grade cellular inside enterprise buildings at cloud scale, with the simplicity of Wi-Fi.
Teal
Cloud-native eSIM platform purpose-built for global IoT deployments and private wireless networks — enabling enterprises to manage connectivity programmatically across any carrier.
MotionSafe
AI-powered cybersecurity platform purpose-built for connected vehicles and automotive systems — securing the mobility infrastructure as it becomes software-defined.
Zaraz
Web performance and third-party tool management platform — acquired by Cloudflare in 2021.
Global Telecom
Hardware, software, and AI solutions enabling fixed wireless and IoT connectivity — bridging the gap between legacy infrastructure and the demands of the modern connected enterprise.
Aervivo
Fixed wireless platform-as-a-service built for ISPs — enabling rapid deployment of broadband infrastructure without the capital overhead of traditional network buildout.
Cloudrise
Cloud-native security services platform for SASE and data protection — acquired by Exclusive Networks (Euronext: EXN), a publicly traded global cybersecurity specialist, in 2024.
ZecOps
Mobile security and threat intelligence platform — acquired by Jamf (Nasdaq: JAMF).
Bright Security
AI-powered application and API security testing platform — automatically detecting and remediating vulnerabilities in real time across software-defined and AI-native development environments.