Greylock’s AI Bets: A Complete Portfolio Breakdown
Greylock has backed some of the most influential AI startups. Explore their AI portfolio, key investments, and the trends shaping the future.
From productivity agents to security automation, the storied venture capital firm is placing strategic bets across the AI stack. We reviewed Greylock’s publicly listed portfolio and mapped out every AI startup they’ve backed, what they’re building, and where the firm is placing its biggest bets.
Let’s dive in.
🔍 Portfolio Snapshot
Here’s a breakdown of Greylock’s AI investments by company, category, and stage:
| Company | Description | Greylock Stage | Sector |
|---|---|---|---|
| Snorkel AI | Data-centric platform for enterprise AI & foundation models | Seed | AI Infrastructure |
| Abnormal AI | Cloud-native email security leveraging modern AI | Seed | AI Security |
| Adept AI | Agentic AI lab building general-purpose productivity tools | Seed | Foundation Model / Agentic AI |
| Axiamatic | ERP modernization via domain-specific AI agents | Series A | Agentic AI / Enterprise SaaS |
| Cogent Security | Autonomous vulnerability management using AI agents | Seed | AI Security |
| Cresta | Sales coaching + customer service automation via AI | Growth | Vertical AI SaaS |
| 7AI | AI-driven security operations agents | Seed | AI Security |
| Mandolin | Automating specialty drug access using AI agents | Seed | Healthcare AI |
| Netic AI | Lead gen and marketing automation powered by agents | Seed | Marketing AI |
This page is updated monthly. Know a startup we missed? Email us to get it added.
What Greylock Is Betting On
A few themes jump out from their AI portfolio:
🧠 Agentic AI
Greylock seems to be focused on agentic systems that can perform high-value tasks autonomously. Adept, Axiamatic, and Netic AI are all leaning into this model.
🔐 AI-Driven Security
Three of their recent bets: Abnormal, Cogent, and 7AI. focus on using AI for threat detection, vulnerability management, or operational automation. This aligns with rising demand for AI in modern cybersecurity stacks. Greylock has a long history of investing in successful cybersecurity companies such as Okta, Palo Alto Networks, and Sumo Logic.
🏢 Vertical SaaS with AI at the Core
Startups like Cresta and Mandolin show Greylock’s interest in using AI to automate complex, high-cost processes inside large industries like sales and healthcare.
📈 Notable Founders & Trends
Many Greylock-backed AI startups are:
- Founded by alumni of OpenAI, Google Brain, and Palantir
- Early-stage (seed/Series A), showing a thesis focused on ground-floor innovation
- Targeting enterprise buyers with AI tools built for operational scale
This portfolio is focused, thesis-driven, and clearly geared for long-term enterprise transformation.
Greylock’s AI portfolio positions them across:
- Infrastructure (Snorkel, Cogent)
- Interface/Agent layer (Adept, Axiamatic, Netic)
- Vertical outcomes (Cresta, Mandolin)
Want More VC Portfolios Like This?
Be sure to check out:
- a16z AI Portfolio: Startups Backed by Andreessen Horowitz
- NVentures Portfolio: AI Startups Backed by Nvidia
- Thrive Capital Portfolio: AI Startups Backed by Thrive
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