ThreadMoat
Schedule Call
Investors

Google Ventures

Mountain View, CAVenture Investor

Alphabet's venture capital arm

Investment Thesis

Invests in early-stage companies developing transformative technologies

Fund Size

$5B+ AUM

Focus Areas

AI/MLCloudRoboticsBiotechHealthcare Tech

Industrial AI & Engineering Software Portfolio

Google Ventures has 5 portfolio companies tracked in the ThreadMoat database, with particular concentration in AI/ML, Cloud, Robotics. ThreadMoat evaluates each company across seven dimensions: market opportunity, team execution, technology differentiation, funding efficiency, growth metrics, industry impact, and competitive moat. Portfolio companies span the full engineering software stack — from CAD and simulation tools to PLM platforms, MES systems, and industrial AI copilots.

5Portfolio companiesin ThreadMoat

Industrial AI Portfolio (5 companies)

1

Overview AI

Augmented Operations (MOM, CMMS, AR/VR, SLM)San Francisco, CA, USA
4.38
2

OVERVIEW

Augmented Operations (MOM, CMMS, AR/VR, SLM)San Francisco, CA, USA
4.33
3

Gravity Sketch

Design Intelligence (CAD)London, UK
4.10
4

CircuitHub

Design Intelligence (CAD)London, UK
3.63
5

Merlin AI

Bleeding Edge BIM (AEC/BIM)Los Angeles, CA, USA
3.44

Full intelligence on every portfolio company

Investor networks, competitive scoring, funding data, and 30+ analytics views.

Access Full Database