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The Venture Codex

Overview

Investment firm focused on cloud startups.

Founded

2021

Deals · 12mo

1

Links

Stage focus

Series A
Series B

Geographic focus

United States

Sector focus

Business Development
Financial Services
Venture Capital

Investment portfolio

  • Corridor

    Participated · Series A · Mar 2026

    Corridor develops security solutions aimed at ensuring AI-generated code is secure from the start. Public coverage of the company emphasizes its positioning at the intersection of AI and security and the team it is building. The announced $25 million Series A is intended to support those team and product efforts. The article does not provide specific operating metrics such as revenue or users. No information on founding year, location, past rounds, or valuation was included in the coverage.

  • Reach Security

    Participated · Equity · Jul 2025

    Reach Security builds an AI-powered assistant that turns security intent into enforcement, helping teams detect and remediate configuration drift and exposures across SaaS and on-prem products. The platform leverages domain-specific language models (DSLM) and operational automation to drive adoption and remediation workflows. Reach recently launched ConfigIQ Drift™, enabling customers to author drift-detection rules and monitor deviations from a single centralized location. The company previewed an upcoming Asset Intelligence capability to provide continuous context across identities, devices, and workloads to improve prioritization and remediation. Reach emphasizes use cases including Zero Trust implementation, CMMC mapping and monitoring, and Microsoft 365 E3-to-E5 optimization. Financially, the company announced a $10 million strategic investment led by M12 with support from existing investors. Reach Security offers an AI purpose-built platform that reprograms an organization’s security infrastructure based on who it is and how it is being attacked. The platform works across the entire security estate, interrogates each tool, and gathers data on who is being targeted and how attacks work without requiring sensors, infrastructure, or attack simulations. Reach’s product takes seconds to set up and minutes to carry out actions. Co-founders Garrett Hamilton (CEO) and Colt Blackmore (CTO) spent over a decade building detection and prevention products at Palo Alto Networks, Proofpoint, and Cylance. The company emphasizes helping security teams use existing solutions effectively instead of buying more point products, a message echoed by investors and customers quoted in the announcement. Financially, Reach announced a $20 million Series A financing led by Ballistic Ventures.

  • TurbineOne

    Participated · Series B · May 2025

    TurbineOne builds an edge-first AI platform, the Frontline Perception System (FPS), which runs directly on battlefield sensors and everyday military gear without requiring cloud access or custom hardware. The platform is designed by veterans for austere conditions and is deployed across the U.S. Department of Defense for missions including drone warfare, base security, and targeting operations. The company was founded in 2021 and is headquartered in San Francisco. TurbineOne originated through work with innovation organizations such as the Defense Innovation Unit and AFWERX and is transitioning to deliver operational capabilities for the Army, Navy, and Air Force. Its software emphasizes speed, simplicity, and reliability to provide decision advantage for warfighters. The new funding will support global deployments, hardened self-service products, and hiring across engineering and operations. TurbineOne builds the Frontline Perception System (FPS), an edge-first, no-code, no-cloud ML platform that automates threat recognition and refines raw data feeds for decision-makers in constrained battlefield conditions. The software is designed to operate on a wide range of systems, works offline in low-connectivity and limited-bandwidth environments, and integrates data from many human-understandable sources. TurbineOne says FPS has operated on U.S. military autonomous systems and in tactical operations centers, with demonstrated use cases across Navy, Army, and Special Operations units. The company positions its product as user-friendly so warfighters can retrain and operate ML models themselves without cloud reliance. Financially, TurbineOne announced a $15 million Series A to support expansion in national security markets as the Defense Department adopts ML solutions. TurbineOne builds the Frontline Perception System, a wearable and edge-deployable platform that uses machine learning on edge hardware to deliver situational awareness without relying on internet connectivity. The system breaks down data silos and provides real-time teammate location, smart alerts for unseen dangers, and a marketplace-like model for third-party perception models. TurbineOne is expanding the product beyond body-worn systems to include robots and drones, and will power autonomous robots to geolocate Foreign Object Debris (FOD) on military airfields under a Department of Defense prototyping contract at Joint Base Pearl Harbor-Hickam with Siemens Government Technologies. The company works with the U.S. Navy and Air Force and counts Siemens among its commercial partners. TurbineOne announced a $3 million seed raise to expand its engineering team and accelerate product delivery. The company is based in San Francisco and was incubated by Sweat Equity Ventures; its leadership includes co-founders Ian Kalin and Matt Amacker.

  • AcuityMD

    Participated · Series B · Jun 2024

    AcuityMD combines claims databases, FDA filings, government records, and market signals into a continuously enriched MedTech ontology and aligns that with customers’ internal data to produce a unified view of the healthcare market. Its core product surfaces contextualized commercial insights—now packaged in AcuityAI, which is available in open beta—to help sales reps, commercial leaders, and marketing teams prioritize targets and plan execution. The company supports 16 of the top 20 MedTech companies and is trusted by over 400 MedTech customers, and reports its platform has helped customers identify more than $34 billion in pipeline. Financially, AcuityMD has raised over $160 million to date and was valued at $955 million following the $80 million Series C. The company plans to use the new capital to accelerate agentic AI features, deepen its MedTech ontology, and expand the platform’s scope beyond commercial applications.

  • Arena

    Participated · Series A · Mar 2022

    Arena builds a Slack-like chat and no-code messaging column for ecommerce sites and B2C enterprises. Its SaaS conversational data platform combines engagement data with AI-driven sentiment analysis to convert interactions into first-party customer data and predict customer behavior. The product focuses on community building and increasing transactions such as live shopping, subscriptions, and donations, and installs with one line of code with Shopify and other integrations. Arena reports 25,000 accounts and counts clients including Vans, Vimeo, Adobe, Asana, Avon, Facebook, Microsoft, Fox Sports and Sony Music. The company operates on a per-seat pricing model based on interaction volume, ranging from $99/month for SMBs to $25,000/month for enterprise deployments. Founder and CEO Paolo Martins previously worked at Hulu and as a data engineer at NASA. Arena plans to use new funding to scale sales and marketing and expand adoption among consumer enterprises to boost engagement and conversion. Arena provides a cloud-based customer experience and data platform that enables online companies to build personalized experiences from website visitor data in real time. The platform targets consumer enterprises such as media, telecoms and e-commerce companies and is designed to drive increased engagement, conversions and revenue. Arena reports a global presence in 120 countries and more than 2,000 customers, including Fox Sports, Microsoft and Rogers Telecom. Co-founded in 2016 by Paulo Martins and Rodrigo Reis, the company is headquartered in San Francisco, CA. Arena intends to use new capital to expand its sales and marketing team and grow its footprint in additional global markets. Financially, the company has raised US$3.3M in total seed funding to date, including the latest Seed 2 round.

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