Portfolio
Portfolio
SPECIALIZED AI INVESTMENTS
Pre-seed to pre-IPO, our experience as founders and operators underpins the Redbud strategy of investing in the most promising next billion dollar AI companies
No companies match that search.
APPLIED
Akon Labs
Code intelligence for coding agents
Akon Labs builds GitNexus, a codebase knowledge graph that maps dependencies and execution flows for coding agents. Enterprises can run it in their own environment, including self-hosted deployments.
akonlabs.com
Billow
Accounting operations
Billow runs AI-assisted accounting operations inside the finance systems companies already use. Close, reconciliation, and reporting sit on top of tools such as NetSuite, QuickBooks, Ramp, and Bill.com.
thebillow.ai
Datoric
Training data for physical AI
Datoric supplies custom human-generated training data for voice, robotics, and world models. Collection is task-specific, including manipulation, teleoperation, tactile, and egocentric work.
datoric.com
Erinys
Law firm infrastructure
Erinys helps lawyers launch and operate firms with technology, intake, back-office services, and customer acquisition. Lawyers retain ownership of the practice and the legal decisions.
erinys.ai
hiloop
Automated AI research
hiloop runs experimental campaigns against a customer’s measurable objective. The work spans model post-training, inference optimization, synthetic training environments, and evaluation.
hiloop.ai
Locke
Government affairs
Locke pairs AI agents with in-house government-affairs professionals. Companies use it to monitor regulation, engage policymakers, and pursue public contracts, from research through proposal work.
locke.inc
Marker
Enterprise AI implementation
Marker embeds engineers with enterprise teams to find the right workflows and put custom AI agents into production. Discovery, implementation, and expansion happen on Marker’s own platform.
onmarker.com
RonanRx
Personalized pharmacy
RonanRx combines patient intake, physician-reviewed prescribing, personalized medication production, pharmacy review, and delivery. Current public focus includes peptides and GLP-1s. Availability depends on state and prescription, and compounded medications are not FDA-approved.
ronanrx.comCYBER
C1
Identity for humans and agents
C1 is the identity platform for the agentic enterprise. It governs access for people, non-human identities, and AI agents so companies can put AI to work without losing control of credentials, policy, or audit. Founded by identity operators from Okta, the company was previously known as ConductorOne.
c1.ai
NebuSec
AI-assisted vulnerability research
NebuSec builds an AI security agent that finds vulnerabilities, explains root causes, and proposes patches. The public work is in code security, expert audits, and a research archive of disclosed flaws.
nebusec.ai
Traceforce
Endpoint security for AI agents
Traceforce watches AI applications and agent activity on employee devices, including desktop and command-line use. Security teams get inventory, policy control, incident visibility, and a path to remediation.
traceforce.aiINFRA
Aerogen Systems
Semiconductor purification
Aerogen builds Talos, a purification system that sits inside semiconductor tools and cleans the air around the wafer. The longer aim is CleanPipe, a sealed path between tools so fabs rely less on the whole-building cleanroom.
aerogensystems.com
Exosat
Sovereign satellite connectivity
Exosat is building low-orbit communications satellites for sovereign network operators, device makers, and industrial customers. The work covers direct-to-cell, IoT, and broadband, including customer-owned networks.
exosat.com
Harbinger Motors
Medium-duty electric vehicles
Harbinger designs and manufactures electric and hybrid chassis for medium-duty commercial vehicles in Garden Grove, California. Fleets and body builders use the platform for delivery, work trucks, and specialty vehicles. Serial production is underway.
harbingermotors.com
Lamb Labs
AI inference hardware
Lamb Labs is building Model Processing Units that place model weights directly in hardware. The current stack includes software demos and FPGA accelerators, with custom silicon as the longer-term goal.
lamb-labs.com
Marengo
Data-center design
Marengo is an engineering firm that uses internal AI tools to accelerate data-center design, from site diligence through front-end engineering and permitting. Licensed engineers still sign the customer deliverables.
marengox.com
Mass Magnetics
Domestic magnet manufacturing
Mass Magnetics turns recycled rare-earth material into permanent magnets for industrial, robotics, aerospace, and defense customers. Production is in Greater Boston and Columbus, Indiana.
massmagnetics.com
Pacific
Modular AI compute
Pacific builds modular compute pods that combine GPUs, cooling, and power. It targets sites with unused electrical capacity and offers reserved compute, on-premises pods, colocation, and temporary bridge capacity.
gopacific.aiDEFENSE
9 Mothers
Counter-drone systems
9 Mothers builds counter-drone systems. EDDA is the first product, designed to protect vehicles, personnel, and fixed assets. Additional systems are in development.
9mothers.com
Greypoint Industries
Aerial RF sensing
Greypoint develops LEGION, an aerial sensing system that locates and tracks radio-frequency emitters. The work helps defense customers find sources of battlefield emissions that are otherwise hard to see.
greypointindustries.com
GUILD
Defense manufacturing
GUILD wins government manufacturing work and coordinates production of aerospace precision-metal parts. Software structures the technical package, the supplier base, and the production plan so the company can deliver as a prime.
guildai.co