NEWS — Partnering with Kovant

Backing founders early at the frontier of AI

Founders building the Enablers and Applications of AI. Those with outlier ingenuity, childish curiosity, and the stamina to prevail.

OUR THESIS
PORTFOLIO

A collection of outlier teams

Enablers
Data Infrastructure
Deasy Labs
Metadata orchestration for AI workflows
UNITED STATES
EXIT
Energy
Ostrom
Mobile first energy provider
GERMANY
EXIT
Enablers
MLOps
Kovant
Enterprise infrastructure for orchestrating AI agents
SWEDEN
EXIT
Enablers
Data Infrastructure
Validio
Automated data quality platform
SWEDEN
EXIT
Enablers
Compute
Verda
The first European hyperscaler for AI compute
FINLAND
EXIT
Applications
Retail
Dema
AI decision platform for e-commerce
SWEDEN
EXIT
Applications
Industrial
Buddywise
Improving industrial workplace safety with computer vision
GERMANY
EXIT
Enablers
Data Infrastructure
DropCode
Providing the data for the AI revolution in biotech
UNITED KINGDOM
EXIT
Applications
Industrial
IPercept
Machine efficiency and predictive maintenance
SWEDEN
EXIT
Applications
Legal
Ayora
Automated revenue management for professional services
UNITED KINGDOM
EXIT
Applications
Legal
Jimini
AI co-pilot for law firms
FRANCE
EXIT
Enablers
Developer Tools
GitButler
Source code management
GERMANY
EXIT
Applications
Cybersecurity
Pistachio
Cybersecurity training and simulation
NORWAY
EXIT
Enablers
MLOps
Unify
Optimising LLM performance based on speed, quality, and cost requirements
UNITED KINGDOM
EXIT
Applications
Public Affairs
Spaak
AI assistant for public affairs
DENMARK
EXIT
Applications
Healthcare
MVision AI
Automating radiation treatment planning with computer vision
FINLAND
EXIT
Enablers
Data Infrastructure
Chapter Two
Music catalog transactions powered by analytics and data
SWEDEN
EXIT
Fintech
Jeff
Alternative data for the unbanked
LATVIA
EXIT
Our portfolio
THESIS

We invest early across the structural layers of the AI stack – the Enablers and the Applications

Enablers
Software and infrastructure for data, model development, deployment and scale
EXPLORE ENABLERS
DATA INFRASTRUCTURE
MLOPS
DEVELOPER TOOLS
COMPUTE
RELATED PORTFOLIO
Applications
Solutions leveraging domain insight and advanced AI technologies to transform critical B2B workflows
EXPLORE APPLICATIONS
PREDICTIVE ML AND ANALYTICS
PERCEPTION AND MULTIMODAL
GENERATIVE MODELS
AGENTIC AND DECISION SYSTEMS
RELATED PORTFOLIO
THESIS

We invest early across two segments of the AI landscape – the Enablers and the Applications

Discover thesis
Enablers
Software enabling enterprises to scale AI adoption, and empowering individual builders of models and applications
EXPLORE ENABLERS
DATA INFRASTRUCTURE
DEVELOPER TOOLS
MLOPS
COMPUTE
RELATED PORTFOLIO
Applications
Solutions leveraging deep domain insight and advanced AI technologies to transform critical B2B workflows
EXPLORE APPLICATIONS
PREDICTIVE ML AND ANALYTICS
PERCEPTION AND MULTIMODAL
GENERATIVE MODELS
AGENTIC AND DECISION SYSTEMS
RELATED PORTFOLIO
INSIGHTS

Stories, news, and resources

View
Operating Principles for GTM Performance
The ICP Formula: Precision GTM for Early-Stage Teams
Designing an Early Sales Motion that Scales
Partnering with Kovant
INSIGHTS

Stories from the frontier

NEW INVESTMENT
ENABLERS
DATA INFRASTRUCTURE