Advection Portfolio

Advection has a simple model. We find capital for companies that fit our investment criteria:  

  • We are sector-agnostic and seek disruptive models which can transform industries or, through innovation and approach, create whole new markets

  • We are stage-agnostic, with a focus on late-seed, A and B rounds;

  • We know founders, senior executives and/or lead investors very well and are confident in their integrity and competence;

  • We see a path to 5x to 10x returns from our entry point, with contained risk for capital loss.  

We stay close with our portfolio companies and assist with strategic and operational matters. We seek to drive value creation through trusted advice, knowledge, alignment and long-term commitment.

  • $275m+ invested or committed

  • 67 Issuances

  • 36 Companies/ Funds

Sort By:

Company Name Sector Description Issuances
Zus Health Healthtech / Biotech Health data interoperability Series B | 2026
Series A-1 | 2023
Avery Therapeutics Healthtech / Biotech Cardiac immunotherapy Series A-1 SPV | 2026
Human Intuition Aero / DeepTech Enterprise AI Data SAFE Notes | 2026
InnovaHealth Partners Healthtech / Biotech Medical device PE fund Fund II | 2026
Fund I | 2022
Marani Health Healthtech / Biotech Fetal monitor and care management platform Supersenior Notes | 2026
Convertible Notes | 2025
Beren Therapeutics PBC
Beren Therapeutics
Healthtech / Biotech Neurodegenerative disease Convert Note | 2026
Series A+ SPV | 2025
Triangle Life Fintech UHNW life insurance C Preferred Shares | 2025
RTX Fintech Rate swaps exchange SAFE Notes 2 | 2025
SAFE Notes | 2025
Seed 4 | 2024
Seed 3 Ext. | 2023
Seed 3 | 2023
Seed 2 | 2022
Radian Aerospace Aero / DeepTech Crewed orbit vehicles Convert 2025 | 2025
Seed 2 | 2021
Convertible Note | 2021
Bridge Note | 2021
Convertible Note | 2018
Seed | 2018
Trestle Partners SaaS Early stage SaaS fund Fund II | 2025
Fund I | 2021
Monteris Medical Healthtech / Biotech Robotic surgery Series D-2 | 2025
ABM Respiratory Care Healthtech / Biotech Medical device Series B | 2025
Ally Waste Services General Valet trash services Debt | 2025
Convertible Preferred | 2025
Olatec Therapeutics Healthtech / Biotech Inflammatory disease Common | 2024
Series A-9 | 2022
Series A-9 | 2022
Series A-9 | 2021
HEPCO Capital Management
HEPCO Capital Management
General De-SPAC opportunities Opportunity Fund I | 2023
Skydweller Aero Aero / DeepTech Solar heavy-lift autonomous aircraft Convert Note 2nd Close | 2023
Convert Note | 2023
Series A | 2020
JetZero Aero / DeepTech High-efficiency jetliner Series A | 2023
Finexio Fintech Payments as a Service Series B | 2022
SAFE Notes | 2021
Brewer Lane Ventures Fintech Early stage fintech fund Fund II | 2022
Fund I | 2020
Roebuck Estates F&B English sparkling wine Series B | 2022
WEX SaaS Short duration warehousing Convertible Note | 2022
Series A | 2022
Series A | 2021
Seed | 2020
SKUxchange Fintech Payments tech/engagement Series A | 2022
BEGiN Digital Media Education tech Series C | 2020
Convertible Note | 2022
Stringr Digital Media Video as a Service Bridge Note | 2022
Series A | 2020
Convertible Note | 2019
Commonwealth Fusion Systems
Commonwealth
Fusion
Systems
Aero / DeepTech Tokamak fusion SPV | 2021
(Investment Only)
Wander SaaS Luxury rental/ WFH Series A | 2021
(Investment Only)
Sanas
Sanas
Digital Media Speech technology SAFE Notes | 2021
(Investment Only)
HungryRoots F&B Grocery subscription Financing | 2021
(Investment Only)
PursueCare Healthtech / Biotech Mental health telehealth Preferred | 2021
(Investment Only)
Jiant F&B Adult beverages SPV | 2021
(Investment Only)
Divergent General Auto manufacturing tech Financing | 2020
(Investment Only)
LeagueSide SaaS Sports sponsorships. Exit to TeamSnap Convertible Note | 2019
Seed | 2018
(Investment Only)
Coder SaaS Cloud-based coding tools Series A | 2019
Seed | 2018
(Investment Only)
Clarendon Capital LLC General Middle-market PE fund LP | 2018