Portfolio Reports

Every Andreessen Horowitz company that ships an API, scored the way a machine reads it — and what the book says about the fund's real bet.

Every Y Combinator company that ships an API, scored the way a machine reads it — and why the batch is agent-native and governance-empty at the same time.

The largest growth-equity API book after a16z, scored the way a machine reads it — and why the estate that discovers best is the one least ready for agents.

Every Accel company that ships an API, scored the way a machine reads it — the infrastructure fund whose contracts are the broadest in venture and whose agent-executio...

Every 500 Global company that ships an API, scored the way a machine reads it — a global seed book that is agent-native at the edges and governance-empty at the core, ...

Every Techstars company that ships an API, scored the way a machine reads it — a broad accelerator book of clean early-2010s contracts with a thin exemplar ceiling and...

Every Lightspeed company that ships an API, scored the way a machine reads it — and why the top of the book and its real agent leaders are two different lists.

Every Bessemer company that ships an API, scored the way a machine reads it — the highest mean in venture, and the softest peak behind it.

Every Battery Ventures company that ships an API, scored the way a machine reads it — a deep-contract infrastructure book whose OpenAPI surface outruns its governance.

Every Google Ventures company that ships an API, scored the way a machine reads it — and why a book of category-defining logos still reads agent-shallow behind Stripe.

Every General Catalyst company that ships an API, scored the way a machine reads it — and why a book that shipped agent front doors on banking and health APIs never sh...

Every SoftBank Vision Fund company that ships an API, scored the way a machine reads it — and why the biggest checks in venture buy the thinnest ceiling on the board.

Every Index Ventures company that ships an API, scored the way a machine reads it — a small, dense, enterprise-SaaS book with real agent depth at the top and a diligen...

Every Norwest Venture Partners company that ships an API, scored the way a machine reads it — a growth-stage barbell of Fortune-100 incumbents and a thin agent-native ...

Every Bain Capital Ventures company that ships an API, scored the way a machine reads it — a broad, enterprise-mature book whose one exemplar already exited, and whose...

A small book with the densest top end I have measured, where every exemplar is a frontier AI or design-infra bet and the mature franchises ship breadth but no agent su...

Every Redpoint Ventures company that ships an API, scored the way a machine reads it — and why a book that scores near the top of the mean ships almost no agents at all.

Every Menlo Ventures company that ships an API, scored the way a machine reads it — and why a fund that backed the author of the agentic protocol has barely shipped it...

Europe's most agent-native seed book, scored the way a machine reads it — the highest agent-native rate of any fund measured, built on authored skills over shipped MCP...

Every Speedinvest company that ships an API, scored the way a machine reads it — a European seed book that learned to publish contracts before it learned to govern or ...

Every Canaan Partners company that ships an API, scored the way a machine reads it — and why a broad, long-vintage generalist book still has no reference-grade API.

Every Partech company that ships an API, scored the way a machine reads it — a European operator's book that went agent-native before it built a single exemplar.

A small, focused seed book of the infrastructure agents will consume, scored the way a machine reads it — that has not yet been packaged for agents itself.

Every DCVC company that ships an API, scored the way a machine reads it — a small deep-tech book that instruments its own agents but builds almost nothing at the top.

Every Qiming company that ships an API, scored the way a machine reads it — and why a competent China deep-tech book publishes APIs but has not yet operationalized trust.

A curated winners' slice of Sequoia Capital's book, scored the way a machine reads it — the highest quality and exemplar rate in the series, and the one that trails it...