Portfolio

The last twenty years changed the way we build and deploy software. The next ten years will change everything. I have been building, operating, and investing through every major platform shift since the commercial internet. I back the founders building the tools and infrastructure for what comes next.

Heavybit denotes a Heavybit portfolio company

Portfolio Highlights

5 IPOs and 14 private companies valued at $500M or more so far.

AI - Physical & Defense:
Figure AI , Shield AI
Developer Platforms:
CircleCI , LaunchDarkly , Netlify , Sanity
Infrastructure:
Blockdaemon , Fastly IPO, PagerDuty IPO, Tailscale
Security:
Snyk
Data & Observability:
Kentik
Consumer:
Eight Sleep , Firefly , Honor , Instacart IPO
New Frontiers:
Axiom Space , Caribou Biosciences IPO, Zymergen IPO

AI - Tools

  • Colimit Heavybit Board : AI platform that analyzes and fixes failed CI builds, extracting root causes from log noise and identifying relevant files through deep codebase analysis.
  • Continue Heavybit Board : Open-source AI coding assistant and continuous AI platform for the enterprise, giving development teams control over how AI integrates into their workflow.
  • Memgraph Heavybit Board : Open-source graph database and early leader in GraphRAG, the essential data layer for AI applications that need relationship-rich context, real-time streaming, and millisecond-latency graph queries.
  • Musical AI Heavybit Board : Attribution and rights-aware AI infrastructure for media companies working with generative audio and music workflows.
  • Vibrant Labs Heavybit Board : Reinforcement learning environments and evaluation infrastructure for long-horizon AI agents, born from Ragas, the leading open-source LLM evaluation framework.
  • Milestone Heavybit : GenAI adoption and ROI platform that helps engineering teams measure the impact of AI tools on productivity, code quality, and development velocity.
  • Tonic.ai Heavybit : Synthetic data platform that generates realistic, de-identified datasets from production data for development, testing, and AI model training.

AI - Physical & Defense

  • Figure AI : AI robotics company building general-purpose humanoid robots for physical work across industrial, logistics, and home environments.
  • Shield AI : AI company building autonomous pilots and intelligent systems for defense aircraft and platforms, allowing military systems to operate in GPS-denied and communication-denied environments.
  • Mobot Heavybit Board : AI-powered mobile app testing platform that uses robotic systems to test applications on real physical devices, ensuring quality across device and OS combinations.
  • Ellipsis Health : AI platform that analyzes vocal biomarkers to screen for depression and anxiety, providing scalable, objective mental health assessment through routine clinical voice interactions.
  • Epirus : Defense technology company building high-power microwave systems, including Leonidas, to counter drones, swarms, and other electronic threats.
  • Omnitron Sensors : Sensor technology company developing advanced sensing systems for industrial and defense applications requiring high precision and reliability in challenging environments.
  • Orion Labs Founder : Voice-first communication platform for field teams and frontline workers, combining the Onyx wearable push-to-talk device with an intelligent agent platform that connects people, IoT devices, and AI across any distance.
  • SkySafe : Airspace security platform for drone detection, identification, tracking, and mitigation, built for defense, public safety, and critical infrastructure operators.

Developer Platforms

  • Sanity Heavybit Board : Composable content platform that treats content as structured data, letting teams build flexible content infrastructure for any digital experience.
  • CircleCI Heavybit : Continuous integration and delivery platform that automates the build, test, and deploy process for software teams.
  • LaunchDarkly Heavybit : Feature management platform that lets engineering teams deploy code without releasing features, supporting controlled rollouts and experimentation at scale.
  • Netlify Heavybit : Web development platform that pioneered the Jamstack architecture, letting developers build and deploy modern web applications with Git-based workflows.
  • Particle Heavybit Board : Integrated IoT Platform-as-a-Service combining developer hardware modules, cellular connectivity, and cloud management for building and deploying connected device products at scale. M&A
  • Gradle Heavybit : Build automation platform that accelerates developer productivity through advanced caching, build scans, and performance optimization for software builds.
  • Radar Heavybit : Developer-friendly, privacy-first geofencing and location data infrastructure for building location-aware experiences for enterprises and startups.
  • Replicated Heavybit : Platform that lets software vendors deploy and manage their applications inside customer environments, supporting on-prem and private cloud distribution at scale.
  • SignalWire : Cloud communications platform built by the creators of FreeSWITCH, providing programmable video, voice, and messaging APIs for developers building real-time communication applications.
  • Workbrew Heavybit : Enterprise Homebrew platform that gives IT and security teams centralized control over macOS package management while preserving developer productivity.

Infrastructure

  • Blockdaemon Heavybit : Institutional-grade blockchain infrastructure platform providing node management, staking, and API access across multiple blockchain networks.
  • Fastly Advisor : Edge cloud platform delivering fast, secure, and scalable digital experiences through a programmable content delivery network and edge computing. IPO
  • PagerDuty Advisor : Digital operations management platform that helps engineering teams detect, triage, and resolve incidents in real time. IPO
  • Tailscale Heavybit : Zero-config mesh VPN built on WireGuard that makes secure networking simple, replacing complex network infrastructure with identity-based connectivity.
  • Chef Founder : Open-source cloud infrastructure automation platform that became one of the foundational tools of the DevOps movement, used by thousands of organizations worldwide. M&A
  • LocalStack Heavybit : Cloud development platform that emulates AWS services locally, letting developers build and test cloud applications without deploying to the cloud.
  • Unikraft Heavybit : Open-source unikernel platform that builds ultra-lightweight, high-performance virtual machines tailored to run a single application with minimal overhead.

Security

  • Snyk Heavybit : Developer security platform that helps teams find and fix vulnerabilities in code, open source dependencies, containers, and infrastructure as code.
  • TruSTAR Heavybit Board : Threat intelligence platform that collected, normalized, and operationalized security intelligence across teams and tools to accelerate incident response. Acquired by Splunk in 2021. M&A
  • Conjur Advisor : Secrets management and machine identity platform for DevOps teams, providing secure, policy-based access to secrets across cloud, container, and on-premise environments. Acquired by CyberArk in 2017. M&A

Data & Observability

  • Kentik : Network observability platform that transforms network telemetry into real-time analytics, giving engineering and operations teams the ability to monitor, troubleshoot, and optimize network performance at scale.
  • Recce Heavybit Board : Data validation platform that helps data teams review and validate changes to data pipelines before they reach production.
  • Groundcover Heavybit : Cloud-native observability platform using eBPF to provide zero-overhead monitoring of Kubernetes workloads without code instrumentation.

Consumer

  • Eight Sleep : Sleep technology company making smart mattresses and sleep systems that track biometrics, regulate temperature dynamically, and use AI to optimize sleep health for peak performance.
  • Firefly : On-vehicle digital advertising platform that equips rideshare and taxi drivers with smart screens for geofenced, real-time ad targeting while sharing revenue with drivers.
  • Honor : Home care platform that connects trained professional caregivers with seniors needing in-home assistance, using technology and quality training to improve care outcomes and caregiver experience.
  • Instacart Advisor : Online grocery delivery and pickup platform connecting consumers with personal shoppers and retail partners for same-day delivery. IPO
  • Joy : Wedding planning and registry platform that gives couples a single system for guest lists, websites, invitations, travel, and gifts from engagement through honeymoon.

New Frontiers

  • Axiom Space : Commercial space infrastructure company building the world's first private space station and developing commercial human spaceflight capabilities to enable a sustainable space economy.
  • Caribou Biosciences : CRISPR genome editing company developing allogeneic CAR-T and other cell therapies for oncology and autoimmune disease. Public on Nasdaq as CRBU. IPO
  • Zymergen : Synthetic biology company that combined machine learning and automated lab systems to engineer microbes for producing novel materials and molecules. Acquired by Ginkgo Bioworks in 2022. IPO