Advising & investing
Largest shareholdings: Temporal and Cognition.
About my investing
For the last 5ish years, I’ve been advising and investing in startups, having started the devtools-angels community.
I mostly help with devrel and developer community strategy, hiring the first few devrels, and AI product feedback and launch guidance. Editorial disclosure ↓
The portfolio
Companies and people I’ve backed.
| Company / person | What they do | Category / status | |
|---|---|---|---|
| The company behind Devin: autonomous software engineering agents across cloud, desktop, and CLI, with code review and security tools. ↗ | AI coding Well known names | 3 rounds | |
| Infrastructure for serving and training specialized AI models, from fine-tuning and reinforcement learning to production inference. ↗ | AI infrastructure Well known names | 3 roundsSeries C · ↗ $250M raised Includes primary and secondary funding Led by Lightspeed Venture Partners, Index Ventures, Evantic ↗ | |
| Open-source durable execution and a managed cloud service for workflows, distributed applications, and long-running AI agents. ↗ | Infrastructure Well known names | 3 roundsSeries E · ↗ $550M raised | |
| Open-source Postgres development platform with authentication, instant data APIs, storage, realtime, vector search, and edge functions. ↗ | Data & databases Well known names | 3 rounds | |
| Specialized AI chips for large-language-model training, reinforcement learning, and inference, including the MatX One accelerator. ↗ | Semiconductors Well known names | 2 rounds | |
| Serverless CPU and GPU infrastructure for model inference, training, batch jobs, and isolated sandboxes for AI agents. ↗ | Infrastructure Well known names | 2 rounds | |
| Authentication and enterprise identity infrastructure, including SSO, directory sync, permissions, audit logs, and access controls for AI agents. ↗ | Security & identity Well known names | 2 rounds | |
| Open-source data connectors and replication, with search and tool access for AI agents. ↗ | Data & databases You should know | 3 rounds | |
| Compute, reinforcement learning, inference, and sandboxes for training and improving AI models. ↗ | AI infrastructure You should know | 3 rounds | |
| Programmable, isolated computers for AI agents, with code execution, computer use, persistent state, snapshots, and sandbox forking. ↗ | AI infrastructure Well known names | 3 rounds | |
| Browser development environments and Bolt, an AI app builder powered by WebContainers. ↗ | AI coding You should know | 3 roundsSeries B · ↗ $83.5M raised New Series B capital; $105.5M announcement also includes earlier $22M Series A Series A · Round date not disclosed ↗ $22M raised Earlier unreported round disclosed Jan 2025; closing date and lead not established Lead not publicly verified | |
| An AI coworker in Slack and Teams that completes tasks across connected business tools. ↗ | AI applications You should know | 2 rounds | |
| Cloud platform that deploys, connects, scales, and monitors applications and databases from a repository, with tools for AI agents. ↗ | Infrastructure Well known names | 2 rounds | |
| Cloud browsers and web automation infrastructure for AI agents, including Stagehand, managed browser agents, and APIs for web data. ↗ | AI infrastructure Well known names | 1 round | |
| A branded community platform combining courses, events, paid memberships, and marketing tools. ↗ | Community You should know | 3 rounds | |
| A visual Flutter app builder with AI assistance, custom code, and mobile, web, and desktop deployment. ↗ | Developer tools You should know | 1 round | |
| Isolated cloud microVMs for AI agents to run code, use computers, execute background jobs, and generate reinforcement-learning rollouts. ↗ | AI infrastructure Well known names | 3 rounds | |
| AI security testing, evaluations, and automated red-teaming for applications and agents. ↗ | AI infrastructure Exited to OpenAI Announcement ↗ | 2 rounds | |
| Open-source search infrastructure for AI, combining vector, full-text, regex, and metadata search with serverless cloud deployment. ↗ | Data & databases Well known names | 2 rounds | |
| Embedded wallets, authentication, and onboarding infrastructure for crypto applications. ↗ | Security & identity Exited to Fireblocks Announcement ↗ | 2 rounds | |
| Autonomous coding agents acquired by ClickUp; the standalone service was retired in January 2026. ↗ | AI coding Exited to ClickUp Announcement ↗ | 1 round | |
| Developer platform for sending and receiving email, with transactional APIs, marketing broadcasts, audiences, templates, and automations. ↗ | Developer tools Well known names | 2 rounds | |
| Requirements management and AI systems-engineering agents that connect hardware design, simulation, code, and verification. ↗ | Developer tools Smaller names | 2 rounds | |
| Sovereign AI models and specialized coding agents for secure and air-gapped environments. ↗ | AI coding Smaller names | 2 roundsTotal funding disclosed · ↗ $8M total raised | |
| GPU development environments with preconfigured AI software and shareable one-click deployments. ↗ | Infrastructure Exited to NVIDIA Announcement ↗ | 1 roundPre-seed · ↗ Lead not publicly verified | |
| Independent benchmarks and analysis of AI models, coding agents, multimodal systems, and inference providers, comparing quality, speed, and cost. ↗ | AI infrastructure Well known names | No public figure found 1 roundSeed · amount undisclosed · ↗ Lead not publicly verified | |
| Workspace for teams of AI coding agents, with isolated cloud sandboxes, shared multiplayer sessions, and tools to review and merge changes. ↗ | AI coding Well known names | No public figure found 1 round | |
| Durable runtime for AI agents and backends, combining resilient services, workflows, state, messaging, queues, and managed cloud deployment. ↗ | Infrastructure Well known names | No public figure found 1 round | |
| Individual backing. Leads Google AI Studio and the Gemini API product team. ↗ | Individuals Well known names Individual backing | Not applicable | |
| Individual backing. AI educator covering models, tools, and practical applications. ↗ | Individuals Well known names Individual backing | Not applicable | |
| Document intelligence models and APIs for OCR, parsing, extraction, and evaluation. ↗ | Data & databases You should know | No public figure found 1 round | |
| Secure AI agent infrastructure and Tidebreak, an open-source desktop agent for work and code. ↗ | AI infrastructure You should know | No public figure found 2 rounds | |
| An AI spreadsheet for connected data, research, charts, and analysis with Python, SQL, and formulas. ↗ | AI applications You should know | No public figure found 2 roundsPre-seed · Round date not disclosed ↗ Earlier round; lead disclosed in Apr 2024 announcement, amount and date not disclosed | |
| AI-designed analog chips and reusable semiconductor IP, starting with RF and mixed-signal components. ↗ | Semiconductors You should know | No public figure found 2 rounds | |
| Instant hosting for TypeScript apps, APIs, and automations, with databases and AI agent integrations. ↗ | Developer tools You should know | No public figure found 2 rounds | |
| Reinforcement-learning environments that train AI models to perform machine learning research. ↗ | AI infrastructure Smaller names | No public figure found | |
| A personal AI assistant that remembers work across screens, meetings, messages, and apps. ↗ | AI applications Smaller names | No public figure found 1 round | |
| An autonomous CRM with AI agents for prospecting, meeting preparation, follow-ups, and pipeline updates. ↗ | AI applications Smaller names | No public figure found 2 roundsFinancing · ↗ Lead not publicly verified | |
| A speech-to-speech voice agent platform combining audio models with reliable tool calling. ↗ | Voice & video Smaller names | No public figure found 1 round | |
| Identity, scoped permissions, runtime access controls, and audit trails for autonomous AI agents. ↗ | Security & identity Smaller names | No public figure found 2 rounds | |
| A verifiably private AI inference API built on the open-source OpenPCC standard. ↗ | Security & identity Smaller names | No public figure found 1 round | |
| The makers of Instabooks, a fast accounting interface for QuickBooks Online. ↗ | AI applications Smaller names | No public figure found | |
| An AI context lab building Sauna, a proactive assistant with persistent work context and memory. ↗ | AI applications Smaller names | No public figure found 1 round | |
| AI models for engineering CAD, including SGS-1, which converts images and 3D meshes into editable parametric geometry. ↗ | AI applications Smaller names | No public figure found | |
| Autonomous agents for operating AI data centers, built on hierarchical planning research. ↗ | AI infrastructure Smaller names | No public figure found | |
| Cloud virtual machines that can be snapshotted and branched for parallel AI agents. ↗ | AI infrastructure Smaller names | No public figure found | |
| An embedded local-first database with live peer synchronization and portable, cryptographically verified data. ↗ | Data & databases Smaller names | No public figure found 1 round | |
| Runtime security for AI agents and applications, including prompt injection defense, data-loss prevention, bot protection, and tool controls. ↗ | Security & identity Smaller names | No public figure found 2 rounds | |
| Open-source databases built on object storage, including SlateDB and OpenData. ↗ | Data & databases Smaller names | No public figure found | |
| An open-source platform for building internal apps, AI agents, and automated business workflows. ↗ | Developer tools Smaller names | No public figure found 1 round | |
| APIs and SDKs for customizable video calls, live streaming, audio rooms, and virtual events. ↗ | Voice & video Smaller names | No public figure found 2 rounds | |
| A web-fetching API that turns complete pages, tables, and embedded data into Markdown for AI agents. ↗ | Data & databases Smaller names | No public figure found | |
| Company details have not been publicly verified. | Not announced Smaller names | No public figure found | |
| AI-powered web-app testing that records execution and reports bugs, root causes, and suggested fixes on pull requests. ↗ | Developer tools Smaller names | No public figure found 2 rounds | |
| Verifiable AI for financial research, combining source-linked filings and transcripts with deterministic calculations. ↗ | AI finance Smaller names | No public figure found | |
| An open-source framework for evaluating and optimizing AI agents in parallel sandboxed environments, from the creators of Terminal-Bench. ↗ | AI infrastructure Smaller names | No public figure found | |
| High-performance open-source Python tooling: Ruff, uv, and the ty type checker. ↗ | Developer tools Exited to OpenAI Announcement ↗ | No public figure found | |
| Visual orchestration for real-time AI apps combining voice, video, screen, and text. ↗ | Voice & video Exited to LiveKit Announcement ↗ | No public figure found | |
| The Postgres-based database formerly called EdgeDB; its team joined Vercel and the cloud service was wound down. ↗ | Data & databases Exited to Vercel Announcement ↗ | No public figure found | |
| Serverless web app tooling and the Architect framework; the team joined Sanity in 2024. ↗ | Developer tools Done Closed | No public figure found 1 roundSeed · ↗ Lead not publicly verified | |
| Developer workspace combining collaboration tools. ↗ | Developer tools Done Closed | No public figure found 1 roundTotal disclosed funding · ↗ $350K total raised |
Public data checked . Valuations are dated public company marks in USD, not the value of my holdings. Filing-derived estimates are labeled; older rounds stay dated and may not reflect today’s value. Linked funding rounds include verified leads where available—“raised” is funding, not valuation. Round history is partial; investor participation alone does not establish a lead. Rumored fundraising targets are shown separately and do not affect valuation sorting. Acquisition prices are not treated as funding valuations. Tiers preserve my original groups, not a financial ranking. Initials stand in where a public logo isn’t available.