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Portfolio

Delphina: Building the enterprise context factory

Constanoa

Delphina raises $15M by Costanoa and Radical to build the Context Factory.

TonyLiu

Portfolio

Feldera: Data processing built for speed and scale of AI

Constanoa
TonyLiu

Portfolio

The Path to Heterogeneous GPU Compute: Why We Invested in Spectral Compute

Constanoa
TonyLiu

Portfolio

Why We’re Doubling Down on Rerun: Visualizing the Future of Physical AI

Constanoa
TonyLiu
Constanoa
Constanoa

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.

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