Participated · Series D · Jul 2026

CAIS offers a technology platform that manages the full lifecycle of alternative investments for independent wealth advisors, including product evaluation, execution and post-trade administration. The company has integrated AI into its advisor workflow, including an AI research assistant called CAISey that leverages Anthropic’s Claude model. CAIS serves more than 2,500 wealth management firms representing over 65,000 financial advisors who collectively oversee approximately $8.5 trillion in client assets. Operational momentum includes a three-year organic revenue compound annual growth rate of 37%, and in the first half of 2026 transaction volume rose 53% year over year while total platform assets increased 55%. Since 2025 the company added over 425 registered investment advisers and independent broker-dealers representing more than $1.8 trillion in assets. CAIS has been actively expanding integrations with custodians and partners and invested heavily in product development, releasing more than 150 technology enhancements in the first half of 2026. The firm also runs advisor education initiatives such as CAIS Live and the CAIS IQ digital platform, which has generated over 400,000 digital engagements.

Participated · Series D · Jul 2026

Wonder builds a vertically integrated food technology platform combining chef-developed concepts, third-party restaurant marketplace listings and at-home meal kits in a single customer experience. Its proprietary kitchen technology includes the Infinite Kitchen and the only fully automated bowl-making system in live commercial production, and the platform supports multi-restaurant ordering within a single order. The company has expanded rapidly, reporting its footprint tripled from 46 to 140 locations since May 2025. Wonder is investing in robotics, artificial intelligence and delivery infrastructure, including a partnership with Zipline to pilot on-demand drone delivery in Texas. Marc Lore is founder and CEO, and the company positions itself to own mealtime from recipe development through autonomous delivery. Financially, the company raised $650 million in a Series D at a $9 billion pre-money valuation to fund its expansion and technology investments.

Led · Equity · Jun 2026

Climate First Bancorp operates Climate First Bank, a Certified B Corp and values-based, FDIC-insured digital community bank that has been operationally net-zero since opening in June 2021 and emphasizes lending to NGOs and sustainability-focused businesses. The Bancorp's fintech arm, OneEthos, is a mission-driven, Federal Reserve Bank-regulated fintech that partners with community banks, credit unions, CDFIs, and green banks to expand sustainable lending. Over five years the organization has grown to nearly $2 billion in assets and reported more than $11.5 million in net profit in 2025. The bank has financed over $555 million in residential and commercial solar projects across all 50 states. OneEthos has generated over $450 million in solar loans and facilitated more than 9,300 individual solar projects since inception. The company is led by founder and CEO Ken LaRoe.

Participated · Series E · Feb 2026

Founded in New York in 2018, Runway develops generative AI tools and models tailored for audiovisual content creation and creative professionals. The company reports more than 50 million users worldwide and says its tools are used by over 90% of Fortune 100 companies. Runway has expanded internationally with a research and engineering hub in Paris, a European headquarters in London and a new office in Tokyo. It has raised multiple financing rounds, including a seed led by Amplify Partners, a 2023 Series C of about $141 million with investors such as Google and Nvidia, a Series D led by General Atlantic (with SoftBank, Nvidia and others), and a Series E earlier this year also led by General Atlantic. Runway is investing in training next-generation models that can understand and simulate physical environments and is initiating market engagement in Brazil through events and community outreach, including plans to bring its AI Film Festival to the country. The company emphasizes a product focus on professional creatives as a core competitive advantage.

Participated · Series E · Dec 2025

Fervo Energy develops next-generation geothermal power using innovations in horizontal drilling, fiber-optic sensing and advanced reservoir engineering to make geothermal scalable and competitive. Its flagship Cape Station project in Beaver County, Utah is slated to deliver first power to the grid in 2026, reach about 100 MW of operating capacity by early 2027 and has plans to scale to 500 MW. Cape Station is fully contracted through power purchase agreements with Southern California Edison, Shell Energy and community choice aggregators. The company secured long-term non-recourse project financing for the first phase of Cape Station to fund remaining construction costs and meet counterparty credit support requirements. Fervo positions its technology and commercial contracts as enabling Enhanced Geothermal Systems to be treated as a bankable, utility-scale infrastructure asset.