Insights

What we’re seeing, what we’re backing, and why.

What’s happening across our companies, how we think about new investments, and what we’ve learned from doing this over multiple funds.

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Recent insights

Portfolio UpdateSeptember 28, 2026By Scott Wilson

Chillshark is shipping, and Roca is putting it on display

Chillshark's first hotel unit is live at Four Seasons Philadelphia, a 200-unit production run is set for February, and Roca Group picked the company for its Layers of Care exhibition in Barcelona.

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Portfolio UpdateSeptember 25, 2026By Scott Wilson

Immerse is among the first apps on Meta’s AI glasses

At Meta Connect 2026, Immerse’s language learning app for AI glasses was featured as one of the first 10 apps on the Meta AI app. It’s already in use at ASU and Carnegie Mellon.

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Portfolio UpdateSeptember 22, 2026By Scott Wilson

Lucid Bots’ drone fleet logs a full year in the air as Power Tether launches

The Sherpa fleet passed 8,760 cumulative flight hours this summer, a full calendar year in the air. Lucid Bots marked it by launching Power Tether, which powers the drone from the ground and takes battery swaps out of the job.

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Portfolio UpdateSeptember 10, 2026By Scott Wilson

Solaris Endovascular reports exceptional six-month Solaris DE results at CIRSE 2026

Six-month results from the 120-patient DEScover study, presented from the podium at Europe's largest interventional radiology congress: 92.7% of treated lesions still open, and a 26-point win over balloon angioplasty in the randomized arm.

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Investment AnnouncementSeptember 10, 2026By Scott Wilson

Why we invested in Solaris Endovascular

Covered stents fail at their edges in about one case in four. Our Fund III committee backed the team that built a stent to fix exactly that. The problem, the device, and what we weighed.

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