Access the Future.

Critical-minerals exploration and development company that combines AI/ML + geoscience to improve discovery rates for minerals central to electrification and energy resilience (notably copper, lithium, nickel, cobalt). KoBold positions itself as making exploration “repeatable” by integrating large geoscience datasets with advanced modeling and domain expertise.

Snyk provides a comprehensive platform that enables developers to find and fix vulnerabilities across open source, containers, code, infrastructure as code, and cloud environments. The company’s AI Trust Platform seamlessly integrates into developer and security workflows to accelerate secure software delivery in the AI era, with strong market traction evidenced by 4,478+ customers, $343M ARR (2025 estimate), and net revenue retention exceeding 130%.

d-Matrix is a fabless semiconductor company building specialized AI inference accelerators designed to dramatically reduce the cost and energy consumption of serving large language models and generative AI workloads. The company's thesis centers on the economics of AI inference—the production phase of serving deployed models—which represents the vast majority of compute costs in AI systems once models move beyond training. d-Matrix has raised $429 million in total funding across three rounds: $44M Series A (2022), $110M Series B (September 2023), and $275M Series C (November 2024).

Firefly fits right at the heart of our America 2030 thesis—critical infrastructure, national capability, and private companies doing what used to be government-only. They’re building real hardware for defense and space, moving fast, and working with the right partners. We’re bullish on U.S. space, and Firefly is one of the few with the team, traction, and timing to lead it.