Q4 2024 Portfolio Report

Syntensor

Syntensor has developed a cutting-edge platform to improve drug development by simulating how drugs interact with the body at a cellular and tissue level. Syntensor raised seed round funding from Lifeforce Capital, Morningside Ventures, PTK Capital, Hula and had subsequent funding form Lexi Ventures. They’ve completed one validation project and are now entering the pilot phase with multiple firms managing a combined ~$50B in AUM.

The goal is a platform that is generalizable across diseases, therapeutic modalities, and patient genotype and phenotype.

Reental

Reental is the leading investment platform for tokenized AUM in Europe and Latam. They've previously raised over $10M in capital and have doubled revenue year-over-year. The company has over 55 properties in its portfolio, and more than 15,000 users across 70+ countries.

 Holme & Hadfield

Holme & Hadfield has transformed premium collector display cases, scaling from launch to $10M revenue in 3 years. Their patented designs and materials serve passionate collectors, who actively shape product development. Latest proof: The Armada, their largest knife display case to date, hit $88.5K revenue in just 3 days through organic demand alone.

 Phoenix Tailings

The company has developed a process that extracts valuable rare earth metals from mining waste with zero toxic byproducts and zero direct carbon emissions. Their proprietary technology consumes 35-45% less energy than traditional methods. The U.S. currently relies on China for 90% of rare earth imports, Phoenix Tailings technology is key to the country's clean energy transition.

 Green Lithium

Green Lithium is establishing Europe's first merchant lithium refinery with a mission to accelerate the adoption of electric vehicles through sustainable lithium production. They aim to supply 6% of European battery demand by 2030.