Led · Equity · Aug 2025

Founded in 2023, Dream develops sovereign AI and cyber defense platforms for governments and critical infrastructure and operates from offices in Tel Aviv, Abu Dhabi, and Vienna. The company has three core platforms: Sphere, a national cyber defense system combining cyber intelligence, exposure management, attack path analysis, and AI detection and response; Hero, an autonomous AI security researcher that discovers vulnerabilities and stress-tests defenses; and Atlas, a sovereign AI platform that connects fragmented national data and enables deployment of mission-specific AI agents and models within secure government environments. Dream began commercial operations in late 2024 and has secured nearly $300 million in total contract value since then. The company employs approximately 350 people. After the latest $260 million round Dream is valued at $3 billion and has raised $412 million to date, and plans to use the new capital to accelerate global deployment of its platforms across multiple regions.

Led · Equity · Dec 2024

Lucra Sports operates a B2B platform that transforms corporate loyalty programs into interactive, eSports-style events such as tournaments where customers can play each other and potentially bet or win cash and company giveaways. The company sells this gamified loyalty product to businesses and counts customers such as Five Iron Golf, Chess Kings, and Dave & Busters. Lucra positions itself as a provider of interactive, gamified loyalty experiences rather than a consumer-facing game operator. Founder and CEO Dylan Robbins engaged directly with lead investor ARK during multiple diligence conversations ahead of the Series B. ARK described Lucra's financials as promising and highlighted the company's B2B model as a key differentiator from prior players in the space. The articles do not disclose specific revenue, user metrics, founding year, location, or detailed plans for the new capital.

Led · Series A · Jan 2024

Sway (formerly Returnmates) offers a two-way SMS-driven delivery and doorstep-returns platform that provides next-day and two-day delivery as well as return and exchange services. Its network of driver-partners and verification in its warehouse enable instant refunds, consolidated returns, and reduced per-unit shipping and repackaging. The product cuts the return cycle from about a week to under three days on average and gives shoppers a 30-minute delivery/pickup window with access instructions. Brands using Sway report a 66% reduction in lost-package rates and a 20% increase in repeat purchases versus legacy carriers. Since August 2021 the company expanded to 20 cities, grew revenue 14x, increased its customer base 7x, and scaled headcount from five to 100. Sway is active in California, Texas, Washington, D.C., Maryland, Virginia, New York and Florida. The company says it will use new capital to continue technology development, grow its team and expand coverage from 20 to 25 cities.

Led · Series C · Feb 2023

Moonfare operates a digital platform that enables qualified individual investors and their advisors to invest in curated private equity, venture and real asset funds with low minimums. The company offers more than 69 private market funds from general partners such as KKR, Carlyle, Permira and EQT, with an emphasis on buyouts, venture, growth and infrastructure. Moonfare increased assets under management by almost 60% to over $2.3 billion in the 12 months to end December 2022; the number of investors grew to 3,393 and registered users more than doubled to over 48,000. It expanded its fund lineup from 40 to 69, added Impact and Philanthropy asset classes, and launched in nine new jurisdictions including Scandinavia, Portugal, Israel and the US. The company has opened offices in Singapore, New York, Zürich and Paris and is headquartered in Berlin. Moonfare says it will offer new products, expand into new markets and strengthen its senior management team to meet its growth plans. Moonfare is a digital private equity and alternative-investment platform that lets qualified individual investors access curated top-tier private market funds with minimums as low as $125,000. The platform provides end-to-end digital onboarding—registration, KYC, and document signing—in about 15 minutes and offers buyout and growth equity portfolios. Moonfare also operates the world’s first digital private equity secondary market, enabling secondary sales and purchases to bring liquidity to an illiquid asset class. To date, more than 2,200 investors have invested $1.5 billion in 45 private equity and growth funds through the platform. Founded in 2016 and headquartered in Berlin, Moonfare operates in 18 countries across Europe and Asia and has offices in New York, Hong Kong, London, and Luxembourg. As part of its U.S. launch, the company is building a Moonfare USA team in New York City and investing in product and technology enhancements.

Participated · Series E · Mar 2022

Roofstock is an end-to-end online platform for investing in single-family rental (SFR) homes. Its technology and software enable institutional and retail investors to buy, manage, and sell investment real estate online, providing a customized, transparent digital experience. The company plans to enhance its Roofstock One offering for accredited investors and build out Roofstock Labs, an internal incubator for next-generation products and services. It intends to hire across engineering, product, marketing, analytics and operations and to provide capital for additional strategic M&A. Roofstock has facilitated more than $5 billion in transaction volume, with more than half of that coming in the last year, signaling recent growth in activity. The company serves the $4 trillion single-family rental sector and is led by CEO Gary Beasley and co-founder and Chairman Gregor Watson. Roofstock operates an online marketplace that enables investors to buy, own and sell single-family rental homes across top U.S. markets. The platform provides market and neighborhood data, analytical tools and property-management oversight to simplify investment and lower barriers to entry. Roofstock markets products such as Roofstock One, which offers shares in fully managed investment homes starting at $5,000, and is rolling out Roofstock Platform Services to let institutional investors build tailored portfolios. The company plans to use new capital to invest in data science, product and engineering and to expand its retail supply and distribution network. Financially, Roofstock has facilitated more than $2 billion in transaction volume through its marketplace to date. Founded in 2015 and headquartered in Oakland, the company has raised $133 million of equity in total, including the $50 million Series D. Roofstock is an Oakland, California–based online marketplace for buying, owning and selling single-family rental (SFR) homes. Its platform lists properties in 25 U.S. markets and provides detailed home and tenant information, local vetted property management options, analytics, and market insights to help investors evaluate and purchase properties. The company launched its marketplace in early 2016 and is led by co-founders Gregor Watson (chairman) and Gary Beasley (CEO). Roofstock has surpassed $1 billion in property transactions since launch. The company says it will use the new funding to continue expanding its dynamic marketplace to new audiences. To date Roofstock has raised $75.25M from investors including Khosla Ventures, Bain Capital Ventures, Lightspeed Venture Partners, Canvas Ventures, QED Investors, Nyca Partners, FJ Labs and SVB Capital. Roofstock is a two-year-old, Oakland, California–based marketplace that connects buyers and sellers of single-family homes with tenants in place. The platform enables institutional and retail investors to transact properties without forcing renters to leave and lets buyers acquire income-generating homes without sourcing tenants. Roofstock sources inventory from small retail sellers to mid and large institutions and lists homes across 15 U.S. markets. The company is roughly 65 people and said properties sold on the platform represent hundreds of millions of dollars in value this year. Listings typically go under contract within 30 days and, in Q2, 44 percent of homes sold went under contract within 14 days; some listings sell within minutes. The marketplace charges sellers 2.5 percent and buyers 0.5 percent and is beginning to work with agents to facilitate sales of tenant-occupied homes. Roofstock operates an online marketplace and community for investing in leased single-family rental (SFR) homes, led by co-founder and CEO Gary Beasley. The platform provides research, analytics and insights to evaluate and purchase independently certified properties, including detailed inspection, valuation and title reports. Listings also include information about tenants and local property managers who have been certified by Roofstock. Since its public launch in March 2016 the company has expanded to serve 10 markets and has engaged thousands of registered users. Financially, Roofstock has raised a total of $33.25M since its formation in May 2015. The company plans to use new proceeds to accelerate national expansion, invest in product development, engineering and data science, roll out an asset management platform and broaden its reach to domestic and global investors.