Using AI to discover materials for semiconductors, energy, and other industrial applications.
$450M
Series B financing
July 2026
Transformative Investments
We back founders through venture funds and SPVs, pairing conviction in individual companies with hands-on support across product, customers, hiring, and future financing.
Benchmarks circa Sep 2026
Selected companies
30 companies backed
AI, enterprise software, and industry-specific businesses.
Using AI to discover materials for semiconductors, energy, and other industrial applications.
$450M
Series B financing
July 2026
Turning employee workflows into video guides and structured knowledge that helps people and AI agents use enterprise software.
3×
Annual revenue growth for three consecutive years
February 2026
Workforce / Commerce
Helping employers reward frontline teams through incentives and everyday purchasing benefits.
Nearly 200,000
Frontline workers served
September 2026
Commerce / Logistics
Helping brands fulfill orders directly from Asia to customers around the world, without building a local warehouse network.
Millions
Orders shipped annually
July 2026
Commerce / Checkout
Helping commerce brands personalize checkout and delivery to improve conversion and profitability.
1B+
Checkouts served
AI / Investment diligence
Turning deal documents and financial data into structured analysis for private equity investment teams.
1M+
Analyses and insights created monthly
Selected companies
74 companies backed
Software, commerce, consumer brands, and frontier technology.
Building neutral-atom quantum computers to tackle problems beyond the reach of conventional computing.
$100M
Series C led by Third Point
June 2026
AI / Training data
Connecting creators with AI labs to produce human-made images, video, and other training data for frontier models.
$40M+
Annual revenue run rate
May 2026
Consumer / Home
Building a modern home brand around thoughtfully designed cookware, kitchen essentials, and everyday household products.
2.5M+
Customers served
September 2026
Giving commerce brands a connected view of their business and AI tools to turn that data into decisions.
$100B
GMV tracked across the platform
Commerce / Packing intelligence
Helping brands and fulfillment teams make better packing decisions to reduce shipping costs, material use, and waste.
1B+
Packs processed across shipments, simulations, and quotes
September 2025
Healthcare / AI
Automating medical coding so health systems can turn clinical documentation into billing codes, with a clear audit trail.
400+
Healthcare facilities served
September 2026
Healthcare / AI
Bringing autonomous diabetic eye screening into primary care, using AI to identify disease without specialist interpretation.
1,200+
Patients across three clinical validation studies
September 2026
Enterprise / AI
Bringing AI into client onboarding, project delivery, and the day-to-day work of professional services teams.
750+
Customers, including 20 Forbes Cloud 100 companies
July 2026
Enterprise / AI video
Helping enterprise teams turn repeatable video workflows into brand-approved content, created with AI.
13
Enterprise customer wins in 90 days
July 2026
Location intelligence
Helping retailers, real estate owners, and cities understand how people move through the physical world.
4,000+
Customers
Real estate / Everyday services
Turning residential buildings into on-demand service platforms, giving residents access to everyday essentials without owning them.
500+
Residential and student housing locations
June 2026
Education / Career development
Bringing credit-bearing industry experience into college degrees, connecting students with real projects and employers.
100+
College and university partners
These are selected portfolio companies and do not represent all investments. Past results are not indicative of future performance.
Selected companies
Alongside our venture funds, we bring investors together around individual companies we believe in.
AI for discovering the materials industries need next.
Quantum computers built for problems conventional computing cannot solve.
Turning how people work into knowledge for people and AI.
Business intelligence and AI for commerce brands.
Helping people align their biggest bills with their paychecks.
Company formation
Alongside Funds I and II, our Studio fund backs the creation of new companies at Transformative.
The Studio researches, develops, and launches independent AI-native businesses with experienced industry operators.
Learn more about Transformative and the companies we back.
Get in touch