Participated · Series B · Jul 2026

Flex positions itself as a private bank for high-net-worth and middle-market business owners, providing multi-currency accounts, stablecoin payment systems and wallets, institutional USD accounts, private credit, business cards across entities, and an AI finance agent called Beacon. The company has launched Flex Global, a stablecoin-powered banking service available in more than 100 countries, with multi-currency accounts in 76 countries supporting 32 currencies. Flex reports strong growth metrics: annualised total payment volume exceeding $10 billion, annualised revenue now in nine figures after tripling since December, and customers using an average of four or more products. Its largest client categories by count are construction, wholesale, and multinational businesses, and it targets an estimated 350,000 high-net-worth business owners in the U.S. and about 3 million worldwide. Flex plans to expand into business finance, personal finance, payments, private credit, and ERP, and to roughly double headcount from ~110 to over 200 within the year.

Participated · Series B · Apr 2026

Wealth.com provides a purpose-built AI platform that unifies estate and tax planning into a single system for financial advisors and institutions. Its proprietary Ester Intelligence engine is trained on estate and tax scenarios to deliver deterministic, auditable outputs and powers end-to-end advisor workflows and integrations. The company reported 664% year-over-year growth in AI-powered workflows and has achieved at least 3x revenue growth in each of the last four years. Wealth.com supports advisory firms that collectively service more than $15 trillion in client assets, processed over 100,000 estate documents in 2025, and performs thousands of deterministic calculations per estate distribution. It has expanded into tax planning, secured approvals from the three largest U.S. broker-dealers (unlocking access to over 50,000 financial advisors), and holds agreements with three of the top five banks. Wealth.com has been recognized in industry surveys and awards, including category leadership in estate planning market share in the Kitces AdvisorTech Survey and inclusion in the CB Insights Fintech 100.

Participated · Series B · Dec 2025

Antares develops small modular reactors capable of producing roughly 100 kilowatts to 1 megawatt of electricity and designs its reactors to use TRISO fuel, which encapsulates uranium in carbon and ceramic shells. Its Mark-0 demonstration reactor reached criticality on June 4 at the Idaho National Laboratory. Antares is a finalist in the Pentagon’s Advanced Nuclear Power for Installations program and is pursuing deployments on Air Force bases in Colorado and Montana. The company plans to bring its first electricity-producing reactor online next year and targets military deployments in 2028. Financially, Antares has raised a total of $604 million to date, including a $96 million Series B in December and the $470 million Series C. The broader advanced nuclear sector faces challenges such as an immature U.S. supply chain and near-term cost competitiveness concerns; Lazard estimates new SMRs could cost about $214 per megawatt-hour, and Antares has not disclosed pricing.

Participated · Series C · Dec 2025

Range is an AI-driven registered investment advisor that combines human advisors with its proprietary AI wealth manager, Rai, to deliver sophisticated financial planning at lower cost. The platform currently manages $400 million in assets under management and has $9.5 billion in assets under advisement, serving more than 5,000 high-net-worth clients nationwide. Range reports 300 percent year-over-year revenue growth, positioning it among the fastest-growing RIAs in the U.S. Rai already answers thousands of complex client questions each month and has cut advisor message volume in half, and the company is developing additional AI agents focused on compliance, tax optimization, and investment strategy. Near-term plans include expanding into broker-dealer services to widen investment product access and growing its physical presence on the West Coast while accelerating hiring across AI, product, and go-to-market roles. By targeting households historically priced out of traditional advisory models, Range aims to democratize institutional-grade wealth management. The firm also added notable board advisors Haroon Mokhtarzada (Rocket Money) and Alex Niehenke (Scale Venture Partners) to guide its next growth phase.

Led · Series A · Oct 2025

ConCntric offers a cloud platform that manages the entire preconstruction phase, from initial concept through guaranteed maximum price (GMP). The software structures historical project data, integrates real-time market insights, and surfaces cost, risk, and opportunity analytics so construction teams can make faster, better-informed decisions. A core feature is Amplify, an agentic AI assistant that completes tasks autonomously on behalf of users to increase overall project efficiency. Top North American general contractors such as Consigli, Big-D Construction, Berglund Construction, and Satterfield & Pontikes Construction already rely on the product. With the new capital, the company plans to deepen product capabilities, specifically enhancing Amplify and broader platform functionality. Although the company has not disclosed revenue or user counts, the customer roster suggests early traction among large enterprise contractors. ConCntric is headquartered in San Francisco and is led by founder and CEO Steve Dell’Orto.