Portfolio

31+ investments across 21 sectors

31+
Portfolio Companies
$52M+
Investment Value
Seed
Stage Focus
31+
Thesis Areas
Investments

Our Portfolio Companies

We back exceptional founders building AI-powered analytics platforms and enterprise SaaS solutions at the seed stage.

ArchCore
Series A
$4.4M
Investment in iot innovation. Provided strategic capital and board advisory. The company expanded from 3 to 45 employees and launched in 8 new markets.
IoT
AltonData
Series A
$1.9M
Investment in martech innovation. Invested at pre-revenue stage based on the strength of the founding team. Now profitable with $8M ARR.
MarTech
ApexTech
Seed
$3.0M
Investment in ai/ml innovation. First institutional capital for a bootstrapped team. They scaled from $1M to $12M ARR after our investment.
AI/ML
RunePlatform
Seed
$2.0M
Investment in healthtech innovation. Seed investment in a platform that now powers critical infrastructure for over 500 mid-market companies.
HealthTech
VeilHealth
Seed
$3.0M
Investment in agritech innovation. Seed investment in a platform that now powers critical infrastructure for over 500 mid-market companies.
AgriTech
NovaWorks
Series A
$1.9M
Investment in supplychain innovation. Seed investment in a platform that now powers critical infrastructure for over 500 mid-market companies.
SupplyChain
EmberEngineering
Pre-Seed
$3.0M
Investment in foodtech innovation. Seed investment in a platform that now powers critical infrastructure for over 500 mid-market companies.
FoodTech
PineIntelligence
Series A
$1.9M
Investment in agritech innovation. Early supporter of a mission-driven startup. The company has reduced costs for its customers by an average of 40%.
AgriTech
ZetaGate
Series A
$4.4M
Investment in ecommerce innovation. Invested at pre-revenue stage based on the strength of the founding team. Now profitable with $8M ARR.
eCommerce
LimeLogic
Series A
$4.4M
Investment in martech innovation. LimeLogic is building next-generation martech solutions for enterprise customers.
MarTech
VoltSec
Seed
$2.0M
Investment in gaming innovation. VoltSec is building next-generation gaming solutions for enterprise customers.
Gaming
HaloData
Seed
$1.2M
Investment in enterprise saas innovation. HaloData is building next-generation enterprise saas solutions for enterprise customers.
Enterprise SaaS
BoltTech
Seed
$1.5M
Investment in hrtech innovation. BoltTech is building next-generation hrtech solutions for enterprise customers.
HRTech
AeroData
Seed
$1.5M
Investment in cloudinfra innovation. AeroData is building next-generation cloudinfra solutions for enterprise customers.
CloudInfra
HelixLink
Pre-Seed
$1.0M
Investment in iot innovation. HelixLink is building next-generation iot solutions for enterprise customers.
IoT
IvyHub
Seed
$3.0M
Investment in biotech innovation. IvyHub is building next-generation biotech solutions for enterprise customers.
BioTech
PulseIntelligence
Series A
$3.1M
Investment in legaltech innovation. PulseIntelligence is building next-generation legaltech solutions for enterprise customers.
LegalTech
ZincGate
Seed
$1.5M
Investment in edtech innovation. ZincGate is building next-generation edtech solutions for enterprise customers.
EdTech
RiftSync
Series A
$3.7M
Investment in cleantech innovation. RiftSync is building next-generation cleantech solutions for enterprise customers.
CleanTech
LarkEngineering
Series A
$3.7M
Investment in devtools innovation. LarkEngineering is building next-generation devtools solutions for enterprise customers.
DevTools
BoltLogic
Seed
$1.5M
Investment in cybersecurity innovation. BoltLogic is building next-generation cybersecurity solutions for enterprise customers.
Cybersecurity
GlintCompute
Series A
$3.7M
Investment in spacetech innovation. GlintCompute is building next-generation spacetech solutions for enterprise customers.
SpaceTech
ZetaData
Seed
$3.0M
Investment in foodtech innovation. ZetaData is building next-generation foodtech solutions for enterprise customers.
FoodTech
VantaSystems
Series B
$3.7M
Investment in ecommerce innovation. VantaSystems is building next-generation ecommerce solutions for enterprise customers.
eCommerce
AeroCompute
Seed
$1.8M
Investment in cybersecurity innovation. AeroCompute is building next-generation cybersecurity solutions for enterprise customers.
Cybersecurity
YieldCloud
Seed
$3.0M
Investment in fintech innovation. YieldCloud is building next-generation fintech solutions for enterprise customers.
FinTech
ForgeNetworks
Seed
$1.2M
Investment in cleantech innovation. ForgeNetworks is building next-generation cleantech solutions for enterprise customers.
CleanTech
NovaSec
Seed
$1.5M
Investment in mobility innovation. NovaSec is building next-generation mobility solutions for enterprise customers.
Mobility
KeenTech
Seed
$1.0M
Investment in devtools innovation. KeenTech is building next-generation devtools solutions for enterprise customers.
DevTools
UnityProtocol
Seed
$1.2M
Investment in iot innovation. UnityProtocol is building next-generation iot solutions for enterprise customers.
IoT
JetLogic
Seed
$1.2M
Investment in devtools innovation. JetLogic is building next-generation devtools solutions for enterprise customers.
DevTools
What We Look For

Investment Criteria

We have developed a clear and consistent framework for evaluating seed-stage AI analytics and SaaS companies. Every investment we make reflects conviction across these dimensions.

Exceptional Founders

We back founders who have deep domain insight into the problem they are solving, the ambition to build a large and durable company, and the self-awareness to surround themselves with people who complement their strengths.

Large Market Opportunity

We target markets where the total addressable opportunity is large and where software and AI can create genuinely new value — not simply digitize existing workflows at lower cost. We want to see a clear path to $500K+ revenue potential.

Defensible Differentiation

We look for products with genuine technical or data-driven differentiation that creates compounding competitive advantage. Network effects, proprietary data assets, and deep enterprise integration are the kinds of moats we value most.

AI-Native Architecture

We prioritize companies where AI is embedded in the product's core architecture, not layered on as a feature. AI-native design produces compounding product advantages that pure-software competitors cannot easily replicate.

Clear Path to Enterprise Revenue

Our portfolio companies need to show a clear and credible route to enterprise customer acquisition. We value product-led growth that creates natural enterprise upsell paths and bottom-up adoption that converts to top-down contracts.

Early Traction Signals

At the seed stage, we look for early indicators of product-market fit: user engagement depth, initial revenue retention, customer testimonials from design partners, and evidence that the product creates meaningful value in real workflows.

Join Our Portfolio

Are You Building the Next Great AI Analytics or SaaS Company?

We write seed checks and lead rounds for exceptional founders in AI analytics and enterprise SaaS. We move fast, add real value, and are committed partners for the long term.

Pitch Moberg Analytics