Our Portfolio

Backing category-defining companies at the seed stage since 2020.

5 Portfolio Companies
$847M Total Deployed
Seed Investment Stage
AI & SaaS Focus Sectors

Portfolio Companies

Our portfolio represents some of the world's most impactful technology platforms. We invested at the seed stage alongside exceptional founding teams.

E-Commerce Platform

Pinterest

$367M
Seed Round • 2020 • Consumer Tech

Pinterest is the world's leading visual discovery and inspiration platform. With hundreds of millions of monthly active users, Pinterest has transformed how people discover products, ideas, and experiences. The platform drives significant e-commerce value for millions of brands worldwide.

E-Commerce Infrastructure

Shopify

$150M
Seed Round • 2020 • Commerce Platform

Shopify powers millions of merchants in more than 175 countries, providing everything businesses need to start, run, and grow their operations online and in person. Shopify's commerce infrastructure underpins a significant share of global e-commerce activity.

Professional Network

LinkedIn

$100M
Seed Round • 2020 • Enterprise SaaS

LinkedIn is the world's largest professional network with nearly one billion members globally. The platform connects talent with opportunity at massive scale, and its enterprise products — including Talent Solutions and Sales Navigator — serve thousands of businesses worldwide.

Cloud Communications

Twilio

$130M
Seed Round • 2020 • Developer Platform

Twilio's developer-first platform for communications APIs has transformed how companies build customer engagement experiences. From SMS and voice to email and video, Twilio's cloud communications infrastructure powers applications for companies of all sizes.

Local Discovery

Yelp

$100M
Seed Round • 2020 • Consumer Platform

Yelp connects consumers with great local businesses across restaurants, home services, healthcare, and more. The platform hosts millions of user reviews and provides powerful advertising and business management tools for local businesses nationwide.

What We Look For

We have a defined set of characteristics we look for in every company we consider backing. These are not rigid criteria, but guiding principles.

Technical Differentiation

We look for companies with defensible technical moats — whether in AI models, data infrastructure, or proprietary workflows that competitors cannot easily replicate.

Large Market Opportunity

We seek companies addressing markets large enough to support venture-scale outcomes. The best companies often create or reshape markets rather than simply capture existing ones.

Exceptional Founders

We invest in people before products. We look for founders with deep domain expertise, intellectual honesty, and the capacity to recruit and inspire world-class teams.

Building Something Transformational?

If you are working on an AI or enterprise SaaS company and are raising a seed round, we would love to hear from you.

Pitch HaiQV