Portfolio

We're high-conviction, concentrated investors, backing a small number of entrepreneurs relentlessly from seed to scale.

All Companies

Alloy

TwitterLinkedInWebsite

Alloy Automation is an integration development platform for product teams to more quickly launch ERP, CRM, commerce, and other key SaaS integrations. Companies like Amazon, Gorgias, and Drip trust Alloy Automation for their integration infrastructure.

Anduril

TwitterLinkedInWebsite

Anduril is a defense product company that builds technology for military agencies and border surveillance.

Armada

TwitterLinkedInWebsite

Armada builds and operates a resilient, secure, and scalable infrastructure, with a matching software component enabling a single control plane to easily manage and optimize data. The company’s mission is to enable connection and distribute the benefits inherent therein – anywhere in the world.

Aryeo

TwitterLinkedInWebsite

Aryeo is a real estate content platform that aims to streamline content in the real estate industry.

AtoB

LinkedInWebsite

AtoB is building Stripe for Transportation — modernizing the payments infrastructure for trucking and logistics, where capital movement occurs quickly and transparently.

Bloom

TwitterLinkedInWebsite

Bloom is an online financial platform that offers brokerage, securities, funding, investments, and trading services for teenagers.

Brevity

TwitterLinkedInWebsite

Brevity is a visual no-code builder that enables unique and lightning-fast applications.

Brightland

TwitterLinkedInWebsite

Brightland elevates simple, analog moments in the kitchen through consciously crafted extra virgin olive oils and fruit-forward vinegars from California.

Candor

TwitterLinkedInWebsite

Candor is the go-to culture platform for modern teams.

Check

TwitterLinkedInWebsite

Check is a payroll-as-a-service API that allows for embeded payrolls in vertical SaaS, HR, or time-tracking platforms.

Doordash

TwitterLinkedInWebsite

DoorDash is a food delivery platform that connects customers with local and national businesses.

Feathery

TwitterLinkedInWebsite

Feathery is on a mission to help product teams build customizable and developer-friendly forms. Their no-code platform unlocks ownership, speed, and control for all users.

Fractional

TwitterLinkedInWebsite

A social platform for fractional ownership of investment properties.

Hallow

TwitterLinkedInWebsite

Hallow is a Catholic prayer and meditation app.

Knoetic

TwitterLinkedInWebsite

Knoetic is the all-in-one platform people analytics platform built for Chief People Officers.

Kyte

TwitterLinkedInWebsite

Kyte is an app-based, contactless car rental platform connecting professional fleet owners with rental customers.

Leland

TwitterLinkedInWebsite

An online marketplace that connects ambitious people with world-class coaches to help them achieve their educational and career goals, starting with MBAs.

Lightyear

TwitterLinkedInWebsite

Lightyear is an enterprise telecom company that supports companies with internet, WAN, voice, and more.

Maev

TwitterLinkedInWebsite

Maev is a subscription service that provides regular deliveries of flash-frozen raw dog food.

Memora

TwitterLinkedInWebsite

Memora Health is an operating system for care delivery that uses intelligent workflows to streamline patient communication.

Modern Intelligence

LinkedInWebsite

Modern Intelligence is building the new standard for artificial intelligence in defense.

Moment

LinkedInWebsite

Moment has built modern APIs enabling financial firms to deliver a complete fixed income solution to their clients — including automated best execution across every source of liquidity, comprehensive reference and market data, and custom fixed income strategies with automated portfolio construction and management.

Momentum

TwitterLinkedInWebsite

Momentum is a platform that enables users to make automatic donations that transform ordinary moments into opportunities.

Nomic

TwitterLinkedInWebsite

Nomic is building fully democratized AI, starting with two core innovations: Atlas, the data engine, and GPT4All, the flagship model.

NuBrakes

TwitterLinkedInWebsite

NuBrakes provides convenient, affordable mobile brake repairs right where the vehicle is parked.

OneSchema

TwitterLinkedInWebsite

One Schema is a cloud-based platform that helps detect and rectify errors, fix, and validate data.

Parfait

TwitterLinkedInWebsite

Parfait is a platform for black women to purchase wigs, assisted by computer vision technology that detects head measurements, skin tone, and more.

Patch

TwitterLinkedInWebsite

Patch enables people and business to take action against climate change through an API and a marketplace that enables companies to seamlessly purchase as little as a gram to giga-tonnes of carbon removal from reputable and trusted carbon removal projects.

Pave

TwitterLinkedInWebsite

Pave is on a mission to build the world's best compensation tools and easily accessible market data so companies can plan, communicate, and benchmark in real-time.

Ramp

TwitterLinkedInWebsite

Ramp is a finance automation platform designed to save businesses time and money, offering a 5-in-1 software that consolidates corporate cards, expense management, bill payments, accounting, and reporting into one simple solution.

Recurrency

TwitterLinkedInWebsite

ERP Automation, built for growing distributors.

Red Leader

LinkedInWebsite

Red Leader is building the most powerful, flexible, and scalable 3D sensing system.

Replit

TwitterLinkedInWebsite

Replit is a browser-based integrated development environment for cross-platform collaborative coding.

Roll

TwitterLinkedInWebsite

Roll is building blockchain infrastructure for social money on Ethereum.

Rubrik

TwitterLinkedInWebsite

Rubrik offers live data access for recovery and application development by fusing enterprise data management with web-scale IT.

Secureframe

TwitterLinkedInWebsite

Secureframe helps companies automate security and compliance in weeks rather than months, including SOC 2, ISO 27001, PCI DSS and HIPAA compliance.

Sora Schools

TwitterLinkedInWebsite

Sora Schools is a live, virtual high school designed to accelerate your student toward their wildest dreams.

Stytch

TwitterLinkedInWebsite

Stytch's APIs make it simple to seamlessly onboard, authenticate, and engage users. Improve security and user experience with passwordless authentication.

Synthesis School

TwitterLinkedInWebsite

Synthesis is an innovative learning experience, designed to cultivate student voice, strategic thinking, and collaboration through complex games and simulations.

Tava Health

TwitterLinkedInWebsite

Tava Health aims to improve emotional health through frictionless, technology-enabled care.

Teamshares

TwitterLinkedInWebsite

Teamshares is a mission-driven financial technology, educational, and creative services company with a distributed workforce of 120 Teammates across 28 states and three countries.

Uprise

TwitterLinkedInWebsite

Uprise is building wealth management for all - bringing the tools and the tricks of the 1% to everyone.

Vesto

TwitterLinkedInWebsite

The smarter home for corporate cash.

Warp

TwitterLinkedInWebsite

Warp is an modern, accelerated Rust-based GPU-accelerated terminal.

Zepto

TwitterLinkedInWebsite

A grocery delivery service that delivers 2,500+ different products in 10 minutes flat.

Contrary investments and portfolio companies listed or referred to above are not representative of all Contrary investments and there can be no assurance that the investments will be profitable or that other investments made in the future will have similar characteristics or results. Portfolio companies were selected based on total enterprise value and represent the 47 largest portfolio companies in terms of total enterprise value as of 12/31/2022 in which Contrary has invested at least $50,000. A list of investments made by funds managed by Contrary is available here: https://contrary.com/investments. Excluded from this list are investments for which the issuer has not provided permission for Contrary to disclose publicly. Past results of Contrary’s investments, pooled investment vehicles, or investment strategies are not necessarily indicative of future results.

Testimonials and endorsements included above were provided by Contrary portfolio company executives. No compensation was paid for any of the above testimonials or endorsements. Nonetheless, Contrary provides services to portfolio companies and has invested in such companies through managed funds. These ongoing services and prior investments provide an incentive to share the endorsement or testimonial and could constitute a conflict of interest.