Participated · Seed · Aug 2026

Shelfmark builds a fully managed Physical AI platform that combines in-line industrial cameras, spatial sensing and proprietary deep-learning vision models to inspect high-speed continuous materials in real time. The platform fuses sensor data and embeds causal AI to link defect events with dynamic environmental and process inputs, enabling root-cause identification, prediction and guided corrective actions. Shelfmark reports 99.5% defect-detection accuracy in customer deployments, has halved inspection labor costs, generated returns up to 7x versus manual inspection, and achieved a 90% pilot conversion rate. Developed alongside operators in roughly 40 manufacturing facilities and built in Pittsburgh, the company serves initial markets including industrial films, decorated apparel, webbing and structured building components. With this funding Shelfmark plans to expand deployments, grow its sales and marketing team, and advance its roadmap from detection toward more autonomous production.

Participated · Seed · May 2026

Watt is developing signal infrastructure aimed at powering AI agents by making behavioral and relationship data accessible in plain language. Its graph reportedly contains 120,000 behavioral signals across 15 trillion relationships, covering 250 million identities and 60 million businesses. The company says this data surface lets a single Signal Engineer accomplish work that previously required a 200-person data team. Watt's three founders met through The Lighthouse and continue to operate from its offices, with ties to the Nashville community. The startup recently raised a $4.3M pre-seed to advance its product and scale operations. Leadership frames the effort as the start of a long-term plan to put valuable signals into the hands of builders and to grow into a large company.

Participated · Equity · Feb 2026

Aliro Technologies is commercializing what it calls the world’s first vendor-agnostic, software-driven entanglement platform that enforces network trust through the laws of quantum physics rather than computational assumptions. The platform runs on existing fiber-optic infrastructure, turning conventional routers and switches into deterministic, physics-enforced security transport layers and immediately detecting eavesdroppers. Aliro also offers a physics-accurate entanglement network simulator—its “digital twin”—that lets customers model and validate quantum-secure networks before deployment. Recent technical milestones include interoperability with more than 50 entanglement and classical networking devices. Target customers span enterprises, banks, defense organizations, telcos and cloud providers, and the company cites a total addressable market it estimates at $60 billion. New funding will be used to accelerate deployments and expand ecosystem partnerships as the firm aims to redefine global security infrastructure.

Participated · Seed · Feb 2026

Seattle-based Clearly AI builds software that replaces manual spreadsheets, tickets and engineer interviews with an automated workflow that gathers technical context, evaluates risk and flags items needing human review. The platform is aimed at security, privacy and compliance teams that must sign off on new products, features, vendors and AI deployments. Less than two years after launch, the tool is already used by 17 enterprise customers, including Rivian, Ericsson, Okta, Webflow, Affirm and HID Global; Rivian, for instance, screens every new vehicle feature through Clearly AI for privacy and AI risk. The company was founded by married co-founders Emily Choi-Greene and Joe Choi-Greene, alumni of Amazon’s Alexa, device security and Kuiper initiatives, and it graduated from Y Combinator in 2024. Clearly AI was selected as one of ten finalists for the 2026 RSA Conference Innovation Sandbox Contest, highlighting industry recognition of its approach. The startup employs 12 people and recently secured $8.4 million in seed funding to further develop its product and scale its customer base.

Led · Seed · May 2025

Moddule offers supply-chain software that sits on top of any logistics management stack, integrating transportation, freight, warehouse, and e-commerce systems so providers and their customers can track shipments, manage orders, and view global inventory in one place. The Seattle-based startup’s carrier-agnostic approach eliminates data silos and costly inefficiencies for logistics service providers of all sizes. Since September 2024, Moddule’s revenue has expanded 6×, and customers often see contract values rise up to 11× within three to six months of adoption—metrics that highlight strong product-market fit. The founders—CEO Hans Elmegaard, Head of Customer Success Kasper Hansen, and Head of Sales Ben Jones—bring more than 50 years of combined logistics experience to the venture. With fresh capital, the company plans to streamline onboarding, deepen user customization, and embed AI-powered integrations while scaling its customer success and sales functions. These initiatives aim to broaden Moddule’s footprint and solidify its position in the $23 billion supply-chain management market.