Portfolio
Technical founders solving hard problems at scale, from enterprise, security and AI infrastructure to healthcare and life sciences, across the United States and Israel.
VCP Funds I–IV
Acquired
AI security
Invested in the Series A alongside Canaan Partners and YL Ventures. Acquired by Cato Networks in 2025.
Active
Network security
Shareholder following Cato Networks’ acquisition of Aim Security in 2025.
Acquired
Data security
Invested in the seed round. Acquired by SIMBA Chain.
Active
Frontier AI
Invested in the Series A-1 alongside Sequoia, Benchmark and Zeev Ventures. Series B led by Radical Ventures with participation from NVIDIA, Sequoia, Benchmark, Adobe and Amazon.
Active
AI infrastructure
Led the seed round with participation from NVIDIA, AMD, CoreWeave and Laude Ventures, and later from Samsung.
Active
AI infrastructure
Led the seed round with participation from David Donoho, Joe Grundfest, John Giannandrea, Ken Moelis and Peter Brown.
Active
AI infrastructure
Co-led the seed round with Accel. Series A led by Peak XV with participation from Titanium Ventures and existing investors. Series B led by Vertex with participation from Hitachi Ventures.
Active
Open source
Led the seed round with participation from Monday.com, Vercel, Okta and Docker.
Active
AI infrastructure
Led the seed round with participation from Hetz Ventures.
Active
Vertical AI
Led the pre-seed round with participation from Connecticut Ventures and R-Squared Ventures.
Active
Browser security
Led the seed round with participation from GV, Ludlow Ventures, Altman Capital Fund, NextGen Venture Partners and Alumni Ventures.
Active
Vertical AI
Led the pre-seed round with participation from Goldfinch Capital.
Active
Revenue intelligence
Invested in the seed round alongside Madrona, Altimeter, Sequoia, Zeev Ventures and S32.
Active
Identity security
Invested in the seed round alongside Mayfield, Hetz Ventures and YL Ventures.
Active
Vertical AI
Invested in the seed round alongside Hanabi and Marathon Capital.
Active
Cell therapy
Invested in the Series B alongside Lightspeed, 8VC and Kaiser Permanente.
Active
Cybersecurity
Led the Series A. Series B and C led by Highland Capital Partners with participation from Samsung and Northern Light.
Active
Semiconductors
Led the seed round. Series A and B led by Maverick with participation from Qualcomm.
Active
Biotechnology
Invested in the seed round alongside IDG Capital. Series B raised from LDV Partners, IDG Capital, Advantech Capital, Shanda Ventures and Stanford StartX Fund.
Active
Healthcare AI
Invested in the seed round alongside Emerson Collective, Singtel and UnitedHealthcare.
Active
Enterprise AI
Led the seed round with participation from Baird Capital and Silicon Valley Data Capital.
Active
Blockchain infrastructure
Led the Series A with participation from the Notre Dame Pit Road Fund and Stanford StartX Fund.
Active
Diagnostics
Led the seed round.
Active
Fintech
Led the seed round.
Active
Robotics
Led the seed round with participation from Toyota, Canon and Honeywell.
Active
Wireless networking
Led the seed round with participation from Crosslink Capital.
Angel and venture portfolios
A selection of companies Steve O’Hara backed before founding Valley Capital Partners: as an angel, through his family office and through the Valley Fund. These investments were made separately from VCP’s funds.
Acquired
Acquired by Cisco in 1999.
Acquired
Acquired by Broadcom in 2000.
IPO
IPO in 2014.
IPO
IPO in 1999.
IPO
IPO in 2020.
IPO
IPO in 2021. Invested alongside Fidelity, Lightspeed, GIC and Khosla Ventures.
IPO
IPO in 2007.
Acquired
Maker of the Flip video camera. Acquired by Cisco in 2009.
IPO
IPO in 2000.
IPO
IPO in 1999.
IPO
IPO in 1995.
Acquired
Acquired by Nokia in 1997.
Acquired
Acquired by Level One Communications in 1999.
Acquired
Acquired by 3Com in 1998.
Acquired
Acquired by Qwest in 2006.
Acquired
Acquired by PayPal in 2018. Invested alongside Accel and Trinity Ventures.
Acquired
Acquired by Dropbox in 2014. Invested alongside Accel.
Acquired
Acquired by EMC in 2015. Invested alongside Intel Capital and WTI.
IPO
Listed on Nasdaq Stockholm in 2023. Invested alongside a16z, NEA and Meritech.
Private
Invested alongside Alibaba and Intel Capital.
Private
Invested alongside a16z and Core Innovation Capital.
Private
Invested alongside Stanford and Souza Ventures.
Private
Invested alongside Kleiner Perkins, General Atlantic and Canvas Ventures.
Private
Invested alongside Mayfield and Bessemer Venture Partners.
Private
Formerly Adazza. Invested alongside Bessemer Venture Partners and Village Global.
Private
Invested alongside PivotNorth Ventures and Stanford.