As we reflect on 2024, it’s clear that the intersection of innovation, strategic execution, and market opportunity has driven remarkable achievements across our portfolio. This past year validated our Land and Expand investment philosophy: identifying category leaders approaching key inflection points, using our Secondary-as-a-Service™ platform to build meaningful positions, and accelerating liquidity events.

Our portfolio companies are not just participating in technological revolutions; they are leading them. From groundbreaking AI advancements to transformative milestones in fintech, transportation technology, and space, 2024 was a year of validation for our thesis that vision combined with disciplined execution creates lasting value.

Read Jared’s Public Letter to explore deeper insights into our investment philosophy and 2024’s defining moments.