Infra

We are former engineers, product managers, founders and executives who believe in the transformational power of software infrastructure.

Sam built the data ingestion framework at Rockset. Rak shipped Atlassian Access. Aaref co-founded a data center automation company. Enrique ran Symantec. We work as a team to help technical founders achieve the full potential of their ideas. 

There’s never been a better time to build. We are fifteen years into enterprise cloud adoption, with several decades to go. There’s been great progress: data is more accessible, AI/ML is advancing rapidly, open source offers new ways to build community and distribute products, and security is now a top-of-mind concern.

But a huge number of unsolved problems remain and the competition is intense. Data is messy and hard to manage. Most companies still don’t have the tools or expertise to move AI/ML models into production. Open source projects are hard to grow and monetize. Security is noisy, crowded and confusing for buyers. 

We help courageous, visionary founders navigate the challenging path to building meaningful businesses. We are active partners at seed, Series A, and growth, by focusing on the areas where we can help most. Sometimes that’s recruiting early engineers, other times finding initial design partners.

In every case, it’s working closely with founders on their most difficult issues. When do we launch? How do we approach DevRel? What kind of executives should we recruit? How much should we burn? The questions differ, but our commitment is the same — to put a support structure around our founders so that they can make the best decisions.

Focus Areas

Developer tools and APIs

Developer workflows are “shifting left”. That makes developer productivity more important and creates increased autonomy. At the same time, the way developers use those tools is changing, with more opportunity to leverage third-party APIs and open-source libraries. We work closely with Atlassian, Docker and earlier stage companies like Cube.js and Mintlify to improve developer experience.

Machine Intelligence

As Andrew Ng observed, any decision a human makes in under two seconds will be automated by AI. Sophisticated ML/AI models capitalizing on transformers and other advances are desperately needed. Currently, data teams operate with inadequate MLOps tooling, so most projects never reach production. We partnered with Grid AI, Startree, and a host of other companies to change that.

Data Infrastructure

As every company becomes a software company, the central building blocks of the data stack, such as streaming infrastructure and pipelining, will continue to evolve. Confluent, Databricks, Mongo, and Snowflake show that AWS, Azure and other cloud providers will not serve every need. We invested early in Hightouch, Redis, and Rubrik to help build the core, underlying components of the data stack.

Security

Data exfiltration, ransomware and other threats pose the biggest risk to modern companies. Attackers have become more sophisticated and well-funded; security teams are under greater scrutiny than ever before. We have worked with CISOs, SecOps, and now DevSecOps over many years, giving us unparalleled access. Our investments include Attivo, JupiterOne, Sysdig and many other founders dedicated to keeping companies safe.

Infra Insights

The Great Splunkbundling

Logging infrastructure & the SIEM stack weren't built for 2020. Splunk dominates this category, but will get disrupted by best-of-breed tooling.

Rak Garg 15 min read
Spotlight Infra

Jamstack and Modern Web Dev

All areas of infrastructure software change rapidly, but perhaps none of them quite as quickly as the web development stack. The rate of innovation in other categories of infra can be limited by a few things, including relative technical depth (e.g. databases) or reluctance in depending on new players (e.g cybersecurity). Web dev tools, on […]

Sam Crowder 4 min read
Spotlight Infra

A (Recent) History of Batch Data

One of the most interesting shifts in technology began twenty years ago with Google’s release of MapReduce, a programming model and reference implementation for distributed processing of big datasets on clustered computers. Throughout the 20th century, most cutting edge technologies coming out of the US were either invented or made viable in government research labs. The […]

Sam Crowder 5 min read
Spotlight Infra

Infra Domain Experts

Infra Portfolio

Company
About
Partner
Invested
Domain
Stage

Docker is a set of platform as a service products that use OS-level virtualization to deliver software in packages called containers.

Partner(s) Enrique Salem
Invested 2022
Infra
Growth

Decodable is a real-time data engineering service for developers and data engineers to easily and quickly build and deploy real-time data pipelines.

Partner(s) Stefan Cohen
Invested 2021
Infra
Early Seed

StarTree provides a seamless and fully managed real-time analytics cloud solution from the original developers of Apache Pinot.

Partner(s) Enrique Salem
Invested 2021
Infra
Early

HYCU was purpose-built to natively integrate with your platforms of choice.

Partner(s) Enrique Salem
Invested 2021
Infra
Growth

Hightouch is the leading Reverse ETL platform.

Partner(s) Kevin Zhang
Invested 2021
Infra
Early

VISO Trust leverages a social due diligence network and curated AI to eliminate questionnaires. Relax, your next third party due diligence is already done.

Partner(s) Enrique Salem
Invested 2021
Infra
Early Growth

Cube is an API-first business intelligence platform for data engineers and application developers to make data accessible and consistent across every application.

Partner(s) Stefan Cohen
Invested 2020
Infra
Early

Smallstep turns security best practices into a toolkit that empowers any developer or operator to properly secure their infrastructure.

Partner(s) Enrique Salem
Invested 2020
Infra
Early Seed

JupiterOne (jupiterone.com) is the first software cloud-native security platform built on a graph data model, to expose the complex relationships between your cyber assets.

Partner(s) Enrique Salem
Invested 2020
Infra
Early

Rubrik, the Zero Trust Data Security Company™, delivers data security and operational resilience for enterprises.

Partner(s) Enrique Salem
Invested 2019
Infra
Growth

We are Ignite. Building upon our legacy, formerly as Tendermint, creators of the Cosmos ecosystem (the world’s largest cross-chain network), we are leading the way in accelerating the world’s transition to a decentralized future.

Invested 2019
Infra

Ndata creates powerful insights and differentiated results for your fund, firm, or client with nData's data services.

Partner(s) Enrique Salem
Invested 2019
Infra

Netdata is the company behind the eponymous open-source system for monitoring applications, servers, containers, and devices in real-time.

Partner(s) Enrique Salem
Invested 2019
Infra
Seed

Elastio enables businesses to accelerate application deployments by automating recovery from incidents and security threats from within your development pipeline.

Partner(s) Stefan Cohen
Invested 2019
Infra
Seed

Pomerium’s mission is to help companies simplify and secure remote access.

Partner(s) Stefan Cohen
Invested 2019
Infra
Seed

Red Balloon Security provides industry-leading security solutions for embedded systems. Defend from within with our host-based, real time technology.

Partner(s) Enrique Salem
Invested 2018
Infra
Early

BetterCloud, an independent software vendor based in New York, NY and with engineering offices in Atlanta, GA, builds unified SaaS management software.

Partner(s) Matt Harris
Invested 2018
Infra
Growth

Armis is the leading platform for OT, IoT, and IT asset management in cybersecurity.

Partner(s) Enrique Salem
Invested 2018
Infra
Early

Nightfall is one trusted platform to discover, classify, & protect sensitive data across every cloud app with machine learning-powered Cloud-Native Data Protection.

Partner(s) Enrique Salem
Invested 2018
Infra
Early Seed

ShiftLeft is the only code security platform that analyzes software applications from an attacker's viewpoint.

Partner(s) Enrique Salem
Invested 2017
Infra
Early