GiantLeap Capital
OUR PORTFOLIO

Our portfolio is constructed bottom-up across the technology stack in four mission-critical sectors, creating orthogonal sources of risk and return.

  • Articul8 AI — ARTIFICIAL INTELLIGENCE portfolio company

    Articul8 AI

    Articul8 AI delivers a full-stack, vertically optimized generative AI platform purpose-built for regulated industries such as financial services, energy, and manufacturing. By combining proprietary domain-specific models with secure, on-premise and hybrid deployment, Articul8 enables enterprises to extract deeper operational insights, automate complex workflows, and continuously improve decision-making while meeting the strictest data sovereignty and compliance requirements.

    Investment Date
    January 2024
    Status
    Active
    SECTOR
    Artificial Intelligence
    Select Co-Investors
    Intel, DigitalBridge
  • Ayar Labs — ADVANCED ENGINEERING portfolio company

    Ayar Labs

    Ayar Labs is transforming AI infrastructure by accelerating data movement. Its breakthrough optical I/O solution enables composable system architectures optimized for large-scale AI workloads, while also scaling performance and throughput for training and inference. Ayar Labs' industry-first, standards-based technology shatters data bottlenecks and gives customers the bandwidth, energy efficiency, and latency that AI workloads require.

    Investment Date
    March 2026
    Status
    Active
    SECTOR
    Advanced Engineering
  • Federated Wireless — DATA INFRASTRUCTURE portfolio company

    Federated Wireless

    Federated Wireless is the leader in shared spectrum and CBRS technology, having pioneered the spectrum-sharing architecture that opened mid-band spectrum for commercial use in the United States. The company deploys the industry's first private 4G and 5G wireless networks for enterprise, defense, and critical infrastructure customers, delivering carrier-grade connectivity with the security, control, and economics that mission-critical operations demand.

    Investment Date
    April 2022
    Status
    Active
    SECTOR
    Data Infrastructure
    Select Co-Investors
    Cerberus, Fortress, GIC
  • Firefly Aerospace — Space & Defense portfolio company

    Firefly Aerospace

    Firefly Aerospace is an end-to-end space transportation company spanning launch, lunar, and on-orbit services. Its small- and medium-lift launch vehicles, lunar landers, and orbital transfer vehicles give commercial, civil, and national security customers a single, vertically integrated provider for missions from low Earth orbit to the surface of the Moon and beyond, with proven flight heritage and rapidly expanding cadence.

    Investment Date
    November 2024
    Status
    Active
    SECTOR
    Space & Defense
  • Fortanix — DATA INFRASTRUCTURE portfolio company

    Fortanix

    Fortanix is the pioneer of data-first, multi-cloud security, enabling enterprises to protect sensitive data across its full lifecycle as workloads migrate to AWS, Google Cloud, and Microsoft Azure. Its unified platform combines confidential computing, key management, tokenization, and cryptographic services in a single solution, allowing regulated industries to adopt cloud and AI with provable security, compliance, and operational control.

    Investment Date
    August 2022
    Status
    Active
    SECTOR
    Data Infrastructure
  • Membrion — ADVANCED ENGINEERING portfolio company

    Membrion

    Membrion develops and manufactures next-generation ceramic desalination membranes engineered to treat the harshest industrial wastewaters that polymer membranes cannot handle. Its silica-based technology recovers up to 98% of water from challenging streams, helping semiconductor, power, and heavy industrial manufacturers meet zero-liquid-discharge mandates, reduce disposal costs, and advance sustainability goals while preserving an increasingly scarce resource.

    Investment Date
    December 2022
    Status
    Active
    SECTOR
    Advanced Engineering
  • Red Lattice — DATA INFRASTRUCTURE portfolio company

    Red Lattice

    REDLattice delivers advanced cyber and software solutions to the U.S. national security community and a broad set of commercial security clients. The company is recognized for its deep expertise in vulnerability research, reverse engineering, and cyber tool development, and has built a portfolio of proprietary capabilities that enable full-spectrum cyber operations against the most sophisticated and well-defended targets.

    Investment Date
    March 2025
    Status
    Active
    SECTOR
    Data Infrastructure
    Select Co-Investors
    AE Industrial Partners
  • Sigma Computing — ARTIFICIAL INTELLIGENCE portfolio company

    Sigma Computing

    Sigma Computing is a cloud-native analytics and business intelligence platform that lets enterprises explore, model, and collaborate on live cloud data warehouse data with the familiarity and speed of a spreadsheet. By eliminating extracts and engineering bottlenecks, Sigma gives business teams direct, governed access to billions of rows, accelerating decision-making across finance, operations, and revenue functions at companies of every size.

    Investment Date
    —
    Status
    Active
    SECTOR
    Artificial Intelligence
  • Standard Bots — ADVANCED ENGINEERING portfolio company

    Standard Bots

    Standard Bots builds AI-powered industrial robots that learn from human demonstration, making automation accessible, adaptable, and affordable for manufacturers of every size. Its vertically integrated platform combines advanced AI with proprietary hardware and software to handle complex tasks across machine tending, welding, packaging, and assembly, unlocking productivity gains and addressing chronic labor shortages across the global industrial base.

    Investment Date
    June 2026
    Status
    Active
    SECTOR
    Advanced Engineering
  • Vantage Data Centers — DATA INFRASTRUCTURE portfolio company

    Vantage Data Centers

    Vantage Data Centers powers, cools, protects, and connects the mission-critical infrastructure of the world's leading hyperscalers, cloud providers, and large enterprises. Through its global platform of wholesale data center campuses across North America, EMEA, and APAC, Vantage delivers the scale, density, and speed-to-market required to support the build-out of next-generation AI, cloud, and high-performance computing workloads.

    Investment Date
    June 2024
    Status
    Active
    SECTOR
    Data Infrastructure
    Select Co-Investors
    Silver Lake, DigitalBridge
  • Verkada — ARTIFICIAL INTELLIGENCE portfolio company

    Verkada

    Verkada delivers cloud-based physical security and building management solutions that unify hardware—cameras, environmental sensors, access control, alarms, and intercoms—with AI-driven cloud software on a single platform. The result is centralized monitoring, real-time analytics, and remote management at enterprise scale, enabling organizations to protect people and assets across thousands of sites with the simplicity of a modern SaaS deployment.

    Investment Date
    February 2026
    Status
    Active
    SECTOR
    Artificial Intelligence
  • York Space Systems — Space & Defense portfolio company

    York Space Systems

    York Space Systems is a defense technology company transforming how the United States and its allies build and operate space-based capabilities. York delivers fully integrated, mission-ready systems that combine high-performance spacecraft, software-defined operations, and ground-based autonomy, enabling rapid, large-scale proliferated constellations for national security, intelligence, and communications missions at a fraction of legacy cost and timelines.

    Investment Date
    October 2025
    Status
    Active
    SECTOR
    Space & Defense