Investing in companies that are at a turning point of growth and going public within 2-3 years.
We invest in companies that are at the late-stage point of growth, but may still need further company-building and scaling during 2-3 year before they go public and skyrocketing in valuation at IPO.
Automation Anywhere
Automation Anywhere develops robotic process automation (RPA) solutions. Automation Anywhere is an enterprise-grade platform that uses software bots to do repetitive work.
The company serves the financial services, insurance, healthcare, technology, manufacturing, telecommunications and logistics sectors.
Kraken
Kraken is the first crypto company to acquire a banking license in the U.S., giving Kraken access to federal payments infrastructure and setting the stage to create unique products at the intersection of fiat and cryptocurrencies.
Founded by Jesse Powell in 2011, Kraken Digital Asset Exchange is considered one of the top 5 exchanges (according to coinmarketcap). Kraken's client base trades 92 digital assets versus 7 different fiat currencies: EUR, USD, CAD, GBP, JPY, CHF and AUD. The exchange had an 11.15% share in BTC trading volumes over the last 6 months.
ONE ZERO Digital Bank
The First Digital Bank (FDB) is a fintech company from Israel providing private banking for everyone, powered by AI. Approved by Israel's banking regulator in 2019. The primary market is Israel. After the full launch the FDB will initiate international expansion starting with Canada and Netherlands.
OYO Rooms
Founded in 2013 by Ritesh Agarwal, OYO initially consisted mainly of budget hotels. The startup expanded globally with thousands of hotels, vacation homes and millions of rooms across more than 80 nations including India, Malaysia, UAE, Nepal, China, Brazil, Mexico, UK, Philippines, Japan, Saudi Arabia, Sri Lanka, Indonesia, Vietnam, the United States and more.
OYO enables businesses by infusing proprietary technology stack and services into daily operations for revenue growth and nurturing a unique D2C brand that channels demand through app, web and m-web platforms.
Cybereason
Cybereason is the champion for today’s cyber defenders with future-ready attack protection that extends from the endpoint, to the enterprise, to everywhere.
It's a cybersecurity technology company founded in 2012. It is headquartered in Boston, Massachusetts, with additional office locations in London, UK, Tokyo, Japan, and Tel Aviv, Israel. Cybereason offers an endpoint protection platform. It delivers antivirus software, endpoint detection and response with one agent, and a suite of managed services.
Udacity
Udacity provides online courses in technical subjects such as artificial intelligence, programming, autonomous driving, and cloud computing.
Unlike most online educational platforms that operate on the marketplace principle, Udacity offers courses that it develops independently in partnership with large corporations such as Google, Facebook, NVIDIA, UBER and many others.
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Result: Udacity was acquired by Accenture: deal announced March 5, 2024 and officially closed May 20–23, 2024. Udacity’s ~230 employees and course library were integrated into Accenture’s LearnVantage initiative.
Convoy
Founded
2015
Invested
2021
Status
Closed
An American broker connecting carriers and shippers through a state-of-the-art platform in partnership with logistics management software providers. Convoy's efficient digital cargo network, available on mobile and other devices, uses machine learning and automation to connect shippers and carriers to transport millions of tons of cargo.
The company helps to efficiently use space for freight carriers, save shippers, and also reduces environmental pollution through the efficient use of resources.
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Result: Convoy (trucking‑software co.) shut down in Oct 2023; Flexport acquired its platform/assets Nov 1, 2023. In July 2025, DAT Freight & Analytics bought the Convoy Platform from Flexport (~$250 M)