Portfolio

Although we are predominantly focused on self-funded search deals, we also invest in independent sponsors and are open to filling equity gaps in traditional search transactions. We are generalist investors and underwrite based on underlying business and operator quality

Completed transactions
$115M
The Ridge

Led by Joe Lonsdale (co-founder of Palantir, Addepar, and more) we’ve already built billion-dollar companies and know what it takes to scale.

Healthcare
DEVA

Led by Joe Lonsdale (co-founder of Palantir, Addepar, and more) we’ve already built billion-dollar companies and know what it takes to scale.

Healthcare
Vertex Communication Group

Led by Joe Lonsdale (co-founder of Palantir, Addepar, and more) we’ve already built billion-dollar companies and know what it takes to scale.

Marketing
Strategic Kids

Led by Joe Lonsdale (co-founder of Palantir, Addepar, and more) we’ve already built billion-dollar companies and know what it takes to scale.

Education
Cronus Technology, Inc.

Led by Joe Lonsdale (co-founder of Palantir, Addepar, and more) we’ve already built billion-dollar companies and know what it takes to scale.

Engineering & Design
Innovative

Led by Joe Lonsdale (co-founder of Palantir, Addepar, and more) we’ve already built billion-dollar companies and know what it takes to scale.

Software
Fab-Tek

Led by Joe Lonsdale (co-founder of Palantir, Addepar, and more) we’ve already built billion-dollar companies and know what it takes to scale.

Manufacturing
HerScan

Led by Joe Lonsdale (co-founder of Palantir, Addepar, and more) we’ve already built billion-dollar companies and know what it takes to scale.

Healthcare Services