--- title: Portfolio description: Companies Jesse Robbins has invested in, organized by sector. doc_version: "1.0" last_updated: 2026-05-31 --- # Portfolio The last twenty years changed the way we build and deploy software. The next ten years will change everything. Jesse Robbins backs the founders building the tools and infrastructure for what comes next. ## AI - Tools - [Colimit](https://colimit.ai) (Board Member) — AI platform that analyzes and fixes failed CI builds, extracting root causes from log noise and identifying relevant files through deep codebase analysis. - [Continue](https://continue.dev) (Board Member) — Open-source AI coding assistant and continuous AI platform for the enterprise, giving development teams control over how AI integrates into their workflow. - [Memgraph](https://memgraph.com) (Board Member) — 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. - [Milestone](https://mstone.ai) (Investor) — GenAI adoption and ROI platform that helps engineering teams measure the impact of AI tools on productivity, code quality, and development velocity. - [Musical AI](https://www.wearemusical.ai) (Board Member) — Attribution and rights-aware AI infrastructure for media companies working with generative audio and music workflows. - [Recce](https://www.recce.io) (Board Member) — Data validation platform that helps data teams review and validate changes to data pipelines before they reach production. - [Tonic.ai](https://www.tonic.ai) (Investor) — Synthetic data platform that generates realistic, de-identified datasets from production data for development, testing, and AI model training. - [Vibrant Labs](https://vibrantlabs.com) (Investor) — Reinforcement learning environments and evaluation infrastructure for long-horizon AI agents, born from Ragas, the leading open-source LLM evaluation framework. ## AI - Physical & Defense - [Ellipsis Health](https://www.ellipsishealth.com) (Investor) — AI platform that analyzes vocal biomarkers to screen for depression and anxiety, providing scalable, objective mental health assessment through routine clinical voice interactions. - [Epirus](https://www.epirusinc.com) (Investor) — Defense technology company building high-power microwave systems, including Leonidas, to counter drones, swarms, and other electronic threats. - [Figure AI](https://www.figure.ai) (Investor) — AI robotics company building general-purpose humanoid robots for physical work across industrial, logistics, and home environments. - [Mobot](https://www.mobot.io) (Board Member) — AI-powered mobile app testing platform that uses robotic systems to test applications on real physical devices, ensuring quality across device and OS combinations. - [Omnitron Sensors](https://omnitronsensors.com) (Investor) — Sensor technology company developing advanced sensing systems for industrial and defense applications requiring high precision and reliability in challenging environments. - [Orion Labs](https://www.orionlabs.io) (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. - [Shield AI](https://shield.ai) (Investor) — 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. - [SkySafe](https://www.skysafe.io) (Investor) — Airspace security platform for drone detection, identification, tracking, and mitigation, built for defense, public safety, and critical infrastructure operators. ## Developer Platforms - [CircleCI](https://circleci.com) (Investor) — Continuous integration and delivery platform that automates the build, test, and deploy process for software teams. - [Gradle](https://gradle.com) (Investor) — Build automation platform that accelerates developer productivity through advanced caching, build scans, and performance optimization for software builds. - [LaunchDarkly](https://launchdarkly.com) (Investor) — Feature management platform that lets engineering teams deploy code without releasing features, supporting controlled rollouts and experimentation at scale. - [Netlify](https://www.netlify.com) (Investor) — Web development platform that pioneered the Jamstack architecture, letting developers build and deploy modern web applications with Git-based workflows. - [Particle](https://www.particle.io) (Board Member) — Integrated IoT Platform-as-a-Service combining developer hardware modules, cellular connectivity, and cloud management for building and deploying connected device products at scale. - [Radar](https://radar.com) (Investor) — Developer-friendly, privacy-first geofencing and location data infrastructure for building location-aware experiences for enterprises and startups. - [Replicated](https://www.replicated.com) (Investor) — Platform that lets software vendors deploy and manage their applications inside customer environments, supporting on-prem and private cloud distribution at scale. - [Sanity](https://www.sanity.io) (Board Member) — Composable content platform that treats content as structured data, letting teams build flexible content infrastructure for any digital experience. - [SignalWire](https://signalwire.com) (Investor) — Cloud communications platform built by the creators of FreeSWITCH, providing programmable video, voice, and messaging APIs for developers building real-time communication applications. - [Workbrew](https://workbrew.com) (Investor) — Enterprise Homebrew platform that gives IT and security teams centralized control over macOS package management while preserving developer productivity. ## Infrastructure - [Blockdaemon](https://www.blockdaemon.com) (Investor) — Institutional-grade blockchain infrastructure platform providing node management, staking, and API access across multiple blockchain networks. - [Chef](https://www.chef.io) (Founder) — Open-source cloud infrastructure automation platform that became one of the foundational tools of the DevOps movement, used by thousands of organizations worldwide. - [Fastly](https://www.fastly.com) (Advisor) — Edge cloud platform delivering fast, secure, and scalable digital experiences through a programmable content delivery network and edge computing. - [LocalStack](https://localstack.cloud) (Investor) — Cloud development platform that emulates AWS services locally, letting developers build and test cloud applications without deploying to the cloud. - [PagerDuty](https://www.pagerduty.com) (Advisor) — Digital operations management platform that helps engineering teams detect, triage, and resolve incidents in real time. - [Tailscale](https://tailscale.com) (Investor) — Zero-config mesh VPN built on WireGuard that makes secure networking simple, replacing complex network infrastructure with identity-based connectivity. - [Unikraft](https://unikraft.io) (Investor) — Open-source unikernel platform that builds ultra-lightweight, high-performance virtual machines tailored to run a single application with minimal overhead. ## Security - [Conjur](https://www.conjur.org) (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. - [Snyk](https://snyk.io) (Investor) — Developer security platform that helps teams find and fix vulnerabilities in code, open source dependencies, containers, and infrastructure as code. - [TruSTAR](https://www.trustar.co) (Board Member) — Threat intelligence platform that collected, normalized, and operationalized security intelligence across teams and tools to accelerate incident response. Acquired by Splunk in 2021. ## Data & Observability - [Groundcover](https://www.groundcover.com) (Investor) — Cloud-native observability platform using eBPF to provide zero-overhead monitoring of Kubernetes workloads without code instrumentation. - [Kentik](https://www.kentik.com) (Investor) — 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. ## Consumer - [Eight Sleep](https://www.eightsleep.com) (Investor) — 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](https://www.fireflyon.com) (Investor) — 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](https://joinhonor.com) (Investor) — 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](https://www.instacart.com) (Advisor) — Online grocery delivery and pickup platform connecting consumers with personal shoppers and retail partners for same-day delivery. - [Joy](https://withjoy.com) (Investor) — 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](https://www.axiomspace.com) (Investor) — 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](https://www.cariboubio.com) (Investor) — CRISPR genome editing company developing allogeneic CAR-T and other cell therapies for oncology and autoimmune disease. Public on Nasdaq as CRBU. - [Zymergen](https://zymergen.com) (Investor) — 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. ## Sitemap See [sitemap.md](https://jesserobbins.com/sitemap.md) for the full list of pages on this site.