Caffeinated Capital

Affirm is a financial technology company that provides buy now, pay later (BNPL) services, offering consumers transparent installment payment options at the point of sale. Founded by PayPal co-founder Max Levchin, it is the largest U.S.-based BNPL platform.

Low-code platform combining the simplicity of a spreadsheet with the power of a database, enabling teams to build collaborative apps and workflows without writing code, used by over 500,000 organizations.

Opendoor is a digital real estate platform that pioneered the iBuying model, enabling homeowners to sell their homes online with instant cash offers. The company uses data science and pricing algorithms to buy, renovate, and resell residential homes.

Hadrian is building autonomous factories for precision manufacturing, using AI and robotics to produce complex parts for aerospace, defense, and space companies. The company operates software-defined factories where AI plans machining operations, robots handle material flow, and the system continuously optimizes for quality and throughput. Hadrian aims to rebuild America's precision manufacturing capacity to support national security and space exploration.

Clipboard Health is a healthcare staffing marketplace that connects independent healthcare professionals, including nurses, CNAs, medical assistants, and other allied health workers, with open shifts at healthcare facilities. The platform enables healthcare workers to choose when and where they work, while helping facilities fill critical staffing gaps. Part of Y Combinator's W17 batch, the company has grown to serve thousands of facilities across 30+ U.S. cities, reached $100M in annual revenue within three years, and has been profitable since 2022.