ThreadMoat
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Investors

Plug and Play

Sunnyvale, CAVenture Investor

Corporate innovation and startup accelerator

Focus Areas

Corporate InnovationHardwareIoTAI/ML

Industrial AI & Engineering Software Portfolio

Plug and Play has 20 portfolio companies tracked in the ThreadMoat database, with particular concentration in Corporate Innovation, Hardware, IoT. 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.

20Portfolio companiesin ThreadMoat

Industrial AI Portfolio (20 companies)

1

Litmus

Factory Futures (MES, IIOT)San Jose, CA, USA
4.57
2

Tulip Interfaces

Factory Futures (MES, IIOT)Somerville, MA, USA
4.35
3

etalytics

Augmented Operations (MOM, CMMS, AR/VR, SLM)Darmstadt, Germany
4.26
4

Nexxa.ai

Cognitive Thread (PLM, MBSE, DT)N A
4.19
5

Circuit Mind

Design Intelligence (CAD)London, United Kingdom
4.18
6

BaseTwo

Factory Futures (MES, IIOT)Toronto, ON, CA
4.18
7

Track3D

Bleeding Edge BIM (AEC/BIM)San Jose, CA, USA
4.13
8

AMESA (formerly Composabl)

Factory Futures (MES, IIOT)San Francisco, CA, USA
4.08
9

CELUS

Design Intelligence (CAD)Munich, Bavaria, DE
4.06
10

MorphoAI

Design Intelligence (CAD)New York, NY, USA
4.02
11

BQP

Extreme Analysis (CAE, CFD, FEA, QC)Syracuse, NY, USA
3.98
12

TopoLogic, Inc

Knowledge Engineering (R&D, Learning)Tokyo, Japan
3.96
13

Acerta

Augmented Operations (MOM, CMMS, AR/VR, SLM)Kitchener, ON, Canada
3.78
14

KronosAI

Extreme Analysis (CAE, CFD, FEA, QC)San Francisco, CA, USA
3.70
15

AI Materia

Cognitive Thread (PLM, MBSE, DT)Toronto, ON, CA
3.48
16

Dirac

Augmented Operations (MOM, CMMS, AR/VR, SLM)Irvine, CA, USA
3.10
17

Facilis AI

Factory Futures (MES, IIOT)Ann Arbor, United States
2.87
18

Datch

Augmented Operations (MOM, CMMS, AR/VR, SLM)San Francisco, USA
2.85
19

Makini

Augmented Operations (MOM, CMMS, AR/VR, SLM)San Francisco, United States
2.50
20

AutoPCB

Design Intelligence (CAD)Boston, USA
2.03

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