Where Mission Meets Innovation: Reflections on the Harvard & MIT Technology & National Security Conference
Portfolio
How Natter Is Defining the Future of AI Conversational Intelligence
Why we invested in Natter.
Welcoming David Cheng to Costanoa
Portfolio
Forbes: This Ex-Palantir Exec Built A $900 Million Privacy-First Cell Network
Featuring Cape's Series C announcement.
Portfolio
Lumbra: Bringing Machine Speed to the U.S. Intelligence Community
Bloomberg: From CIA to CEO, Spies Step Out of the Shadows and Into the Boardroom
Bloomberg feature story on Lumbra.
Portfolio
Smack Technologies: the First Frontier AI Lab for National Security
Lewis and Clark It: The Importance of Portfolio Construction and How to Think About It
Portfolio
Seeing Without Being Seen: Why We Invested in Tenna Systems
Must Reads
Forbes: Software Uses Radios To Cut Through Electronic Fog And Find Jammers
Tenna Systems uses software to analyze data from existing radios, phones, and drones to create real-time maps of electronic jamming in conflict zones, enabling forces to navigate around interference and precisely target jammers for destruction.
Company Building
Ivo Blueprints: How Ivo Built AI That Lawyers Actually Use
Portfolio
Why We Invested in Midship: Automating SOX Testing with Agentic AI
Portfolio
The Long Game Pays Off: Announcing SGNL’s Next Chapter
Firm News
Eight Years In: Celebrating Aquabyte's Next Chapter
Portfolio
What Our Founders Taught Us This Year (And What They Want You to Know)
Investment Themes
The TAM Is All of Human Labor
Inside the real gold rush in AI: RL environments where models learn to work
Fresh perspectives,
diverse ideas.
At Costanoa, we believe the best guidance is hard-earned and shared humbly. Perspectives is where we reflect on what we’ve learned alongside founders — the inflection points, tough calls, and breakthroughs that define the path from idea to impact.