Guru's Portfolio
I invest in early stage (Angel/Seed/Series A-B) in startups building in AI Infrastructure, Cloud Infra, Cyber Security, and B2B Applications. I have a Product Manager’s mindset when investing in and working with founders - having founded or run GTM functions several successful startups. I focus on helping with hiring, customer development, and product strategy.
Current Investments Include:
Anthropic: AI research and products that put safety at the frontier
Chainguard: Safe open source software, rebuilt from source, end-to-end integrity
Cyera: AI-native Data Security Platform, Everywhere Your Data Lives
Exa AI: Search Built for AI - One API to connect AI products to web search
NextHop: Efficient Network Infra for the World’s Largest Cloud Operators
Eve Legal: Legal AI that Works the Whole Case, Intake to Litigation
Nominal AI: Fastest Way to Test, Validate and Operate Complex Systems
Descope: Drag and Drop Authentication and User Management
Ngrok: API Gateway, Kuberbetes Ingress, Webhook Gateway for developers
Ketryx: Agentic AI for FDA Compliance
Observo AI: The AI Data Pipeline for Security and DevOps
Virtue AI: The AI Security and Compliance Platform
Unsloth AI: Open Source RL and Fine Tuning for LLMs
Augment Code: AI Coding Platform for the most demanding code bases
Clutch Security: Secure All Non-Human-Identities and AI Agents
Andromeda Security: Automate Permissions, Lifecycle, UAR & JIT for Identity
Buf: Schema-driven development with Kafka and gRPC
Radiant Security: Adaptive AI SOC Platform
Big Sur: AI Agents to Supercharge Your Business
Shortwave: Automate your email with AI and a personal Chief of Staff
Arrcus: Next generation network infrastructure for Telcos and Datacenters
A few more stealth or unannounced investments
Past investments include:
Zscaler (2012-IPO)
Noname Security (2020-2024, acq by Akamai)
Pensando (2019-2022, acq by AMD for $2B)
Trail Security (2024, acq by Cyera)
Infiot (2020-2022, acq by Netskope)
Tilt.dev (2022-2022, acq by Docker)
Origami Logic (2012, acq by Intuit)
Avere Systems (2012, acq by Microsoft)
Catalina Labs (2017-2018, acq by Asurion, angel inv)
NodePrime (2013-2016, acq by Ericsson, angel inv)