02PORTFOLIO PROOF

Built on companies we helped build from day one.

Companies co-invested since 2022

Aggregate portfolio value

INVESTOR THESIS

We co-invest where we have already de-risked the build. Real engineering signal, not a pitch deck pitch.

INVESTORS

PORTFOLIO COMPANIES
ACTIVELY BACKED

WE BACK COMPANIES WE HELPED BUILD.

AVERAGE VALUATION
AT FIRST CHECK

AVERAGE RETURN
ON EXITED BETS

Selective co-investment. We write checks into companies we built or rebuilt with our own team.

Ruslan Krylov

Founder · krylov®

04PORTFOLIO

Bets we believed in enough to back.

Real money, real conviction. When we co-invest, we already know the team, the code and the customer.

Parsewise
FEATURED · 2025 · AI · Document parsing

Parsewise: half the parsing cost

50% lower cost, 4× throughput, 12M pages processed in Q1 after rollout.

FEATURED · 2025 · Logistics · Ops

RLC Logistics: +30% fleet utilization

Dispatch automation, smart routing, +30% utilization across 220 vehicles.

RLC Logistics

More from the portfolio.

Quiet operators alongside the headlines. B2B SaaS, vertical AI, infrastructure — companies compounding without the noise.

05INVESTMENT PROCESS

HOW WE PICK, BUILD AND BACK

Engineering first, capital second. We only write a check where we have already de-risked the build.

Talk to us
/01

Most deals come from teams we already built or rebuilt for. No cold inbound, no spray-and-pray.

/02

Code audit, eval suites, hiring plan review. Same engineering rigor we apply to client work.

/03

SAFE or priced round, $100k–$500k tickets. Lead, co-lead or follow alongside top funds.

/04

Quarterly product reviews, hiring intros, follow-on capital. Active, not passive.

06INVESTMENT TEAM

Operators writing the checks.

No suits, no buzzwords. Each partner has shipped product, hired engineers and raised a round themselves.

ENGINEERING LEAD
ALEX K.
ALEX K.
15 YEARS IN PRODUCT ENGINEERING
  • Architecture & systems design
  • Code review & mentoring
  • Production reliability
PRODUCT DESIGN
EMMA L.
EMMA L.
WORKFLOW & INTERFACE EXPERT
  • Interaction & flow design
  • Design systems
  • User research
AI SYSTEMS
KEVIN D.
KEVIN D.
BACKEND & INTEGRATIONS
  • Eval suites & monitoring
  • LLM & agent integrations
  • API & data plumbing
CLIENT RELATIONS
LAURA S.
LAURA S.
YOUR FAVORITE CONTACT
  • Project coordination
  • Technical documentation
  • Stakeholder updates
07FOUNDER VOICES

Notes from the portfolio.

Real talk from founders we backed. What the partnership looks like on a Tuesday afternoon, not just in the term sheet.

AlexMarinaDmitri
4.9 / 5 Loved by 120+ teams
WHAT THEY SAY/01

· Parsewise®

They rebuilt our entire platform in 4 months. Performance improved 3×, and the codebase is finally something our team can maintain on their own.

Alex
AlexCTO · Parsewise
WHAT THEY SAY/02

· Wishboard®

From zero to 50k users in 6 months. The team handled everything — design, development, and launch marketing.

Marina
MarinaFounder · Trywishboard
WHAT THEY SAY/03

· RLC®

We needed 5 senior engineers fast. They embedded with our team and shipped features alongside our full-timers.

Dmitri
DmitriVP Engineering · RLC
WHAT THEY SAY/04

· Blured®

The agent they built handles 70% of our support tickets. Response time dropped from hours to seconds.

Kate
KateProduct Lead · Blured
INVESTORS0:45

Capital that comes with senior engineers attached.

INSIDE THE FUND — HOW WE PICK, BUILD AND BACK

09INVESTORS

Selective co-investment in de-risked portfolio companies we helped build from day one.

Ruslan Krylov

Founder of krylov® studio

10FAQ

Before we talk the questions founders ask us most.

Pre-seed and seed. Occasionally Series A pro-rata. Average first check is $250k.