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
Company Building
StackHawk Blueprints: Your APIs Are Under Attack. This CEO Designed the Solution Engineers Actually Want to Use.
Costanoa’s BuilderOps Blueprints help early-stage start-ups build successful foundations. Through this series, Costanoa's BuilderOps team interviews founders and start-up leaders, sharing their learnings to help others build their companies faster and better. Costanoa is an early-stage VC firm backing company builders across data, dev, and fintech.
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
Firm News
Why I’m Joining Costanoa: Backing Unconventional Founders with Equally Unconventional Support
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
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.