Dealpath is a San Francisco-based cloud platform that serves as the system of record for commercial real estate investment teams. It centralizes deal pipelines, files, tasks and analytics for firms like Blackstone, AEW and Oxford Properties, and has supported more than $10 trillion in transactions globally.
Federato is an AI-native insurance platform built around a framework it calls RiskOps - software that connects portfolio strategy to the day-to-day decisions underwriters make on individual policies. Founded in 2020 by Stanford researchers Will Ross and William Steenbergen, the company sells to property-and-casualty carriers, MGAs and mutuals, and reports customers regularly see a 90% improvement in time-to-quote and a 3x lift in profitable business bound. In November 2025 it raised a $100M Series D led by Goldman Sachs Alternatives.
Jacobi is a San Francisco-based fintech company that builds cloud-based portfolio design, analytics, and client engagement software for institutional investors — asset managers, wealth managers, pension funds, and investment consultants. Founded in 2014, its platform unifies investment data and automates analytics workflows across multi-asset portfolios, serving clients managing over $7 trillion in assets under management including T. Rowe Price, LGIM, MFS, and Principal.
Ryan Hanley is the Founder and CEO of Equilibrium Energy, the company building PowerOS - an agentic AI platform purpose-built for the power industry. A civil engineer turned energy executive, Hanley spent nearly two decades inside the machine of grid transformation at PG&E, SolarCity, Tesla, and Shell before founding Equilibrium in 2021. With $100M+ raised and NRG Energy as a production customer, he is making a direct bet that AI can unify the fragmented data and systems that hold the power grid back.
Tony Mackenzie is the Co-Founder and CEO of Jacobi, a San Francisco-based investment technology platform he built after watching the world's largest institutional investors still manage portfolio processes in spreadsheets. Drawing on a PhD in Applied Mathematics and a career managing over $45 billion in assets at QIC, he co-founded Jacobi in 2014 to modernize multi-asset portfolio design, analytics, and client engagement. Today the platform serves clients including T. Rowe Price, Franklin Templeton, and LGIM, representing over $7 trillion in assets under management, and has raised $27.6 million in total funding.
David George is a General Partner at Andreessen Horowitz (a16z), where he leads the firm's Growth investing practice - a $15 billion operation he built from scratch after joining in 2019. A former General Atlantic investor who backed Airbnb, Slack, CrowdStrike, and Uber at growth stage, George brings a ruthlessly analytical, 'business model snob' approach to late-stage venture. He has since backed Roblox, Databricks, SpaceX, Stripe, Figma, OpenAI, and Anduril, developing distinctive frameworks around 'what vs. how' innovations, push vs. pull market dynamics, and winner-take-all market structures. A Kentucky native with a wrestling background, a Notre Dame summa cum laude degree, and an MBA from Stanford GSB, George is known for his competitive intensity, deep intellectual frameworks, and a Post-it note on his computer that reads: 'Is the market demanding more of my product?'