Led · Series A · Aug 2026

Pie provides a suite of offerings—Growth, AI Search and Front Desk—designed to help small merchants improve visibility, attract customers on local channels, and convert customer engagement into outcomes like calls, bookings and revenue. The company emphasizes partnerships with vertical software platforms to embed its capabilities into tools already used by small businesses, exemplified by a partnership with MoeGo that reached over 10,000 pet-care businesses and delivered an average 15x return on ad spend in initial weeks. Pie launched from stealth in 2025 and, before its public debut, signed up thousands of small-business customers and generated over 100,000 phone calls to client businesses. Operational metrics cited by the company include many customers experiencing 15–20% year-over-year sales growth. With the recent investment from Amex Ventures and its $19.5M Series A led by Lightspeed, Pie plans to expand platform partnerships, broaden its product suite, and grow its team to scale adoption across categories such as auto repair, pet care, fitness and beauty services.

Participated · Series H · Jun 2026

Airwallex offers an AI-native financial operating system and a suite of regulated financial infrastructure products, including payment acceptance, billing, global accounts, corporate cards, and spend management. The company holds 85+ licenses across North America, Europe, the Middle East, and Asia-Pacific and serves more than 676,000 businesses worldwide, directly or through platform partners. Airwallex reported $1.3 billion in annualized revenue and $287 billion in annualized transaction volume as of March 2026, with more than 90% of revenue coming from customers using multiple products. It is rolling out two new initiatives—T:0, an end-to-end AI-native finance platform currently in private beta, and Airi, a consumer wallet and agentic commerce infrastructure. The company plans to use recent funding to accelerate product development, expand its regulatory and infrastructure footprint, and scale teams to build next-generation AI-native financial software. Airwallex was founded in Melbourne in 2015 and is co-headquartered in San Francisco and Singapore, with over 2,300 employees across 27 offices.

Participated · Series B · Apr 2026

Launched in 2024, Bluefish offers an end-to-end Agentic Marketing Platform combining AI monitoring, activation, and measurement for enterprise marketing teams. The platform is used by about 10% of the Fortune 500, with hundreds of accounts across 12+ verticals and customers that include Adidas, American Express, Hearst, LVMH, and Ulta Beauty. Bluefish processes millions of AI prompts and responses per day across major AI providers and reached over 1 billion monthly active users within 12 months of launch, covering billions of MAU. The company tracks sources, narratives, and competitor signals driving LLM behavior and enables targeted optimization campaigns with attributed lifts in visibility, favorability, and revenue. Bluefish was founded by Alex Sherman, Jing Feng, and Andrei Dunca and is scaling its enterprise footprint following the $43 million Series B that brought total funding to $68 million.

Participated · Series A · Mar 2026

Worth operates a unified infrastructure layer that combines business identity, risk and financial data into a real-time decisioning engine. The platform is powered by a proprietary database of over 700 million businesses spanning 200+ countries and territories. Its agentic AI blends verified identity data, network intelligence, risk signals, machine learning models and customizable decision workflows to produce real-time, auditable onboarding, underwriting and fraud-prevention decisions. The company emphasizes traceability and compliance by ensuring decisions made with its Decision Intelligence product are auditable. Founded in 2023 and headquartered in Orlando, FL, Worth recently raised $30M in a Series A to refine its technology, launch Know Your Agent frameworks and roll out additional product updates.

Participated · Equity · Sep 2025

Replit, described as a “vibe-coding sensation,” offers an online platform designed to make software creation approachable for a broad audience. After nine years of development, the company made a controversial shift away from exclusively targeting professional developers and toward non-programmers, a move its CEO credits for its recent traction. In September, Replit reported it was on track for $150 million in annualized revenue. The company has since told Forbes it aims to reach $1 billion in annual recurring revenue by the end of the year. Replit’s valuation has soared from $3 billion in September to $9 billion just six months later. The fresh capital is expected to support further product expansion and community growth, although specific road-map details were not disclosed. Founder and CEO Amjad Masad notes that this momentum follows nearly a decade of steady iteration.