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Direct Investments
Bridger's direct venture & growth stakes · real companies, illustrative figures · rolled up in the Direct Investments SPV
Direct stakes8
Invested (cost)$210M
Current mark$446M
Gross MOIC2.1×
| Company | Stage | Own % | Cost | Mark | MOIC | Status | Trend | |
|---|---|---|---|---|---|---|---|---|
 H2O.ai Artificial Intelligence · AI / ML platform · North America | Growth | 6% | $48M | $150M | 3.1× | Mark +14% QoQ | ||
 Vian AI Artificial Intelligence · Enterprise AI · North America | Growth | 9% | $34M | $86M | 2.5× | Mark +8% QoQ | ||
 EdPuzzle Education · Edtech · North America | Growth | 12% | $26M | $78M | 3.0× | Mark +6% QoQ | ||
 Blazeup Artificial Intelligence · Enterprise AI ops · Asia-Pacific | Seed | 20% | $14M | $32M | 2.3× | Early stage | ||
BW Blue Willow Systems Healthcare · Senior-care safety tech · North America | Series B | 15% | $16M | $34M | 2.1× | Mark held | ||
15 15 Seconds of Fame Sports & Media · Sports video / app software · North America | Series A | 13% | $10M | $20M | 2.0× | Mark held | ||
 Bossa Nova Robotics Robotics · Retail robotics · North America | Growth | 11% | $30M | $22M | 0.7× | Wound downOperations scaled back | ||
ON ON Platform Sports & Media · AI sports chat & commerce · North America | Series B | 10% | $32M | $24M | 0.8× | Wound down, 2024Operations ceased |
Realized / exits
3 positions · $61M returned on $60M cost · no current exposure| Company | Sector | Own % | Cost | Realized | MOIC | Outcome | |
|---|---|---|---|---|---|---|---|
 Innovium Networking silicon · North America | Semiconductors | 7% | $18M | $52M | 2.9× | Realized — Marvell, 2021 | |
 Berkeley Lights / PhenomeX Cell biology / lab automation · North America | Life Sciences | 5% | $20M | $9M | 0.5× | Realized — Bruker, 2023 | |
 Katerra Modular construction · North America | Construction Tech | 4% | $22M | $0M | 0.0× | Written off — 2021 |