Growth Investing in Digital Transformation and the Cloud

We are an early growth-stage venture firm founded by experienced investors. We invest globally in companies at the intersection of The Internet of Things (IoT) and the Cloud, where billions of smart sensors, vehicles, cameras, industrial and consumer devices of all types are connected to the Internet, streaming vast amounts of data to the Cloud. To us, Digital Transformation is all about Scale…

The Opportunity

Called by many the “Next Digital Revolution,” the Cloud and IoT will drive explosive value creation in the world economy, potentially transforming virtually every sector from transportation to manufacturing to healthcare. Business Insider Intelligence predicts that over 30 billion devices will be connected to the Internet through the Cloud by 2025 and nearly $6 trillion will be spent on IoT solutions over the next 5 years. Many new industry leaders will be spawned in this revolution just as they were in the Internet and Mobile revolutions that preceded it.

Our Latest Investments

SignalWire Logo

SignalWire is a leader in Software-Defined Telecom, building what’s next in communications with video, voice, and messaging APIs powered by elastic cloud infrastructure. As developers of the #1 open-source communications platform in the world, SignalWire is committed to democratizing our best-in-class Enterprise technology by offering an advanced, affordable, and developer-focused cloud communications platform.

AirHop Communications

Based in San Diego, AirHop is a pioneer in real-time network intelligence and optimization software for emerging Cloud-native 5G networks. The Cloud-native 5G market is expected to be one of the fastest-growing areas of technology spend over the next decade.  AirHop’s flagship eSON solution is a fully virtualized, massively scalable platform. Field-hardened with deployments at Reliance Jio and Rakuten Mobile, AirHop is the only near real time Open Radio Access Network (RAN) intelligence solution that is currently available and commercially proven in large-scale networks. AirHop’s technology is backed by a portfolio of over 40 granted patents. The Company recently announced a partnership with Microsoft to bring its solution onto the Azure 5G Cloud.

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