Full Portfolio

68 companies. Three core sectors. One conviction.

Our portfolio spans the critical layers of modern technology infrastructure. Each investment reflects our belief that the most durable companies solve structural problems, not temporary ones.

68
Portfolio Companies
14
Exits to Date
9
Unicorn Outcomes
$1.2B
Assets Under Management
Sector
Stage
Status

14 exits. 9 unicorn outcomes.

Lattice Systems
Acquisition by Snowflake
Exit Value
$2.1B
Entry Round
Seed, 2019
Multiple
62x
Hold Period
6 years
Cloud-native data orchestration platform. Atlas led the $3M seed round and participated in all subsequent rounds through Series B. Acquired by Snowflake in December 2025 in an all-stock transaction.
Meridian AI
IPO — NYSE: MRAI
Market Cap at IPO
$4.8B
Entry Round
Seed, 2020
Multiple
38x (at IPO)
Hold Period
5 years
Enterprise decision intelligence platform serving 200+ Fortune 500 clients. Atlas co-led the $2.5M seed round. IPO in September 2025, priced at $28 per share, 40% above range.
Bastion
Acquisition by Palo Alto Networks
Exit Value
$1.4B
Entry Round
Series A, 2020
Multiple
28x
Hold Period
5 years
Zero-trust access platform that redefined enterprise network security. Atlas led the $8M Series A. Grew to $95M ARR before acquisition by Palo Alto Networks in March 2025.
Stratum
Acquisition by Cisco
Exit Value
$890M
Entry Round
Seed, 2019
Multiple
44x
Hold Period
6 years
Multi-cloud networking platform that simplified cross-cloud connectivity for enterprise. Atlas led the $2M seed. Cisco acquired Stratum in July 2025 to bolster its multi-cloud strategy.
Tensor Field
Acquisition by NVIDIA
Exit Value
$3.2B
Entry Round
Series A, 2021
Multiple
51x
Hold Period
4 years
LLM infrastructure platform providing optimized inference and fine-tuning. Atlas co-led the $10M Series A. NVIDIA acquired Tensor Field in January 2026 as part of its AI infrastructure expansion.
Sightline
Acquisition by Siemens
Exit Value
$680M
Entry Round
Seed, 2020
Multiple
34x
Hold Period
5 years
Computer vision for manufacturing defect detection. Deployed across 400+ production lines globally. Atlas led the $2M seed. Siemens acquired Sightline in November 2025 to integrate into its Digital Industries division.

Allocation by sector and stage.

Companies by Sector
Infra & DevTools
30
Applied Intelligence
24
Security & Trust
14
Companies by Stage (at Entry)
Pre-Seed
15
Seed
26
Series A
20
Series B
7
Capital Deployed by Sector ($M)
Infra & DevTools
$412M
Applied Intelligence
$325M
Security & Trust
$163M
Capital Deployed by Stage ($M)
Pre-Seed
$18M
Seed
$78M
Series A
$245M
Follow-On
$559M