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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
Portfolio
Smack Technologies: the First Frontier AI Lab for National Security
Portfolio
Seeing Without Being Seen: Why We Invested in Tenna Systems
Portfolio
Why We Invested in Midship: Automating SOX Testing with Agentic AI
Portfolio
The Long Game Pays Off: Announcing SGNL’s Next Chapter
Portfolio
What Our Founders Taught Us This Year (And What They Want You to Know)
Portfolio
The Path to Heterogeneous GPU Compute: Why We Invested in Spectral Compute
Portfolio
AI That Works for Therapists: How Marble Is Transforming Therapy for Kids
Why We Invested in Marble Health's Series A
Portfolio
Why We Invested in Pathwork: Reimagining Life Insurance Distribution with AI
Portfolio
Tensec Blueprints: Meet the Fintech CEO Driving a New Era of Fast, Efficient Cross-Border Payments
Portfolio
Investing in Empirical Security: Building the Intelligence Layer for Security
Portfolio
SGNL Blueprints:
Once a Founder,
Always A Builder
Portfolio
Beneath the Surface:
Our Investment in Bedrock Ocean
Portfolio
Cape Blueprints: Your Cell Phone Is Not Remotely Secure. Meet the Startup Founder Who’s Fixing That (For Real)
Portfolio
Why We’re Doubling Down on Rerun: Visualizing the Future of Physical AI
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.