Davis Treybig
Portfolio

Companies I've invested in and work with as part of my role at Innovation Endeavors. I focus on computing infrastructure, applied data & AI, and tools for builders.

Current
ExtendDeveloper infrastructure for document processing. Led Series A.↗MesaVersion controlled filesystem for agents to manage persistent artifacts. Led Seed.↗Inception LabsDiffusion language models. Invested in Seed.↗CapsuleAI-assisted video editing to scale high-end, on-brand video content in enterprises. Led Series A.↗Deep NotebookAI-native automation platform for non-technical knowledge workers. Led Pre-seed.↗AugmentCoding agent platform for enterprise. Co-Led Series B.↗DosuAI documentation & context management for coding agents. Led Pre-seed and Seed.↗SoffiAI-native collaborative workspace for product & design teams. Led Pre-seed.↗
StealthAI agents for hardware engineering. Led Series A.
SequenceBrowser-based, AI-native professional-grade video editor. Led Seed.↗OpenDataObject-store native databases built on a common foundation. Led Seed.↗BauplanServerless compute runtime for SQL + Python workloads on data lakes. Led Seed.↗EarthlySoftware & CI/CD guardrail engine for platform teams. Led Seed.↗ContinualAgent platform for internal ops tooling. Led Series A.↗InsidePacketProgrammable network switch allowing for embedded load balancing, DDoS protection, and other programmable network logic. Led Seed.↗
Former
PantherSnowflake-native logs analysis for security engineering teams. Led Seed. Acquired by Databricks.↗TromzoAutomated triage & remediation for application security teams. Led Pre-seed. Acquired by Checkmarx.↗EppoModern experimentation platform. Led Series B. Acquired by Datadog.↗ModyfiRethinking motion graphics with WebGPU & diffusion models. Led Series A. Acquired by Figma.↗AuthomizeCloud identity & access management security. Led Series A. Acquired by Delinea.↗PyteCryptography-based data collaboration on private data. Led Seed. Acquired by AllHands.↗ViaductTimeseries forecasting for predictive maintenance and root cause analysis of massive-scale sensor data. Led Series A. Acquired by Sumitomo.↗