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We invest in founders rebuilding
foundational industries.

OUR POINT-OF-VIEW

The Foundational Industries of our economy have been neglected for decades. This is changing.

From manufacturing to logistics and defense to energy, these sectors are the backbone of our GDP but disruptive technologies have not been applied to these spaces. The best tech founders are turning their attention here and the value to be created offers a once-in-a-generation opportunity.

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THE PROBLEM:
Unrealized innovation
due to chronic under-investment
companies

Transforming a massive multi-category slice of the economy.

We partner with a limited set of companies, providing real-world expertise and investing meaningful time and resources to support these teams. Here are a few.

Woflow

Woflow automates merchant data onboarding.

Point-of-view
Copia

Copia connects the industrial world through modern software development tools.

Point-of-view
DBOS

DBOS transforms operating systems through a cloud-native OS.

Point-of-view
Telegraph

Telegraph connects freight rail data.

Point-of-view
Kinetic

Kinetic transforms repair and maintenance for modern autos.

Point-of-view
Veho

Veho transforms parcel shipping into a competitive advantage for brands.

Point-of-view
Hadrian

Hadrian transforms manufacturing for space & defense.

Point-of-view
Vammo

Vammo transforms the electric motorbike experience in LatAm through battery swapping.

Point-of-view
OUR TEAM

A partnership built for partnership.

We bring our whole team's investing and operating experiences to everything we do. We don't shy away from hard work and always aim to be a founder's first call.

Our Team
DAYNA GRAYSON
Co-founder & General Partner
DAYNA GRAYSON

A technology investor who built an early focus on the industrial sector. Lead investor in companies such as Desktop Metal (NYSE: DM), Onshape (PTC), and Framebridge (GHC), among others.

RACHEL HOLT
Co-founder & General Partner
RACHEL HOLT

Operator turned investor. Early employee and a senior exec at Uber as the business achieved massive scale. Led the US/Canada Rides business, built the Incubator and the New Mobility business.

KIRBY BARTLETT
COO & CFO
KIRBY BARTLETT

25 years in venture, including 18 years managing operations. Helped grow two previous VC firms from early stages into well-established firms with efficient operations.

CAMILA KEY SARUHASHI
Investor
CAMILA KEY SARUHASHI

Early stage investor and operator with focus on the tech and financial services sectors. Former Head of Ops at Nubank. Led investments at Capchase, AtomicVest, Finkargo, and others.

DAN DEPAOLI
Investor
DAN DEPAOLI

Investor with experience in the public and private financial markets, working with companies focused on National Security, Critical Infrastructure, and AI.

EUGENE WAN
Investor
EUGENE WAN

An early stage investor and operator with a decade of experience, dedicated to partnering with founders audacious enough to rethink entire industries.

ANSHU MOHAN
Chief-of-Staff
ANSHU MOHAN

Bringing experience investing in growth stage companies — and other venture capital funds — to early stage founders rebuilding the most important industries of the economy.

ALI GLEASON
Operations
ALI GLEASON

An administrative operator with years of experience in data management and project coordination, supporting top executives in the tech industry.

CAROLINE DUFFY
Venture Advisor
CAROLINE DUFFY

Early stage technology investor, focused on AI. ~10 years working with software companies from ideation-phase startups to Fortune 50 institutions.

perspectives
Investing in Didero: Pioneering the Future of Global Trade & Procurement with AI
READ  +
Investing in Didero: Pioneering the Future of Global Trade & Procurement with AI
Unavoidable but not Unaddressable: Economic Waves and Opportunities within Foundational Industries
READ  +
Unavoidable but not Unaddressable: Economic Waves and Opportunities within Foundational Industries
Why Are We Using Patchworked Infrastructure?
READ  +
Why Are We Using Patchworked Infrastructure? Introducing: DBOS’s Cloud-Native Operating System
Kinetic Raises $21m to Transform Automotive Repair and Maintenance
READ  +
Kinetic Raises $21m to Transform Automotive Repair and Maintenance
READ ALL PERSPECTIVES  +