Participated · Series A · Aug 2026

Silicon Data provides pricing indices, performance benchmarks, forward curves and market intelligence for the AI compute economy, aimed at buyers, sellers, exchanges and financial institutions. It has built a portfolio of nine financial-grade indices covering GPUs and LLMs and offers alternative datasets that track supply, demand, utilization, pricing and economics across compute. The company has over 1,000 registered users and counts semiconductor manufacturers, AI model builders and financial institutions among its daily users. SiliconMark, a product funded by the Series A, benchmarks real-world GPU cluster performance to normalize output differences driven by networking, topology and configuration. Silicon Data spent two years building the pricing and performance history needed to support a futures market and is positioned to be the reference layer for cash-settled GPU futures being planned by CME Group. Financially, the company raised a $4.7 million seed in March 2025 and completed a $30.5 million Series A initial closing to fund its next phase of product and market expansion.

Participated · Equity · May 2026

Novella is an AI-native wholesale insurance broker co-founded in 2024 and headquartered in New York with an R&D facility in Tel Aviv. Its specialty AI agents perform placement, binding, form comparison, policy review, subjectivity collection, inspections, billing, endorsements, renewals, and other broking tasks to enable producers to focus on client relationships. The company has been appointed by close to 100 specialty carriers and managing general agents and receives business from more than 3,500 retail agencies. Novella has opened offices in Miami and Houston in 2026 and plans additional regional offices, including southern California in Q2. Leadership includes CEO and co-founder Max Kane, CTO Michael Tsibelman, and Head of Brokerage Alex Broome. Novella aims to become a top-five U.S. wholesale Excess & Surplus broker with $10 billion of premium within the decade.

Participated · Seed · Jul 2025

Runloop provides an enterprise-grade infrastructure platform that enables development, evaluation, and scalable deployment of AI coding agents. Its core product includes secure, isolated sandboxes called Runloop devboxes plus developer tooling such as GitHub integration, snapshots, and blueprints to ease agent deployment. Runloop also offers Public Benchmarks for on-demand, industry-standard performance testing that teams can use internally or share externally. The company says its platform reduces time-to-deploy from months to hours and cites customers ranging from top model labs to startups, including Detail.dev. Headquartered in San Francisco, Runloop has a 12-person team with hires from Vercel, ScaleAI, Google and Stripe. The company plans to use the seed funding to accelerate hiring and deliver on its product roadmap to meet strong demand for AI coding agent deployment and evaluation.

Participated · Seed · Jul 2025

Caspian offers an AI-native trade advisory platform that ingests and analyzes international shipping and inventory data to identify eligible duty drawback claims and submit documentation to regulators. The platform automates claim identification and filing, reducing a process that historically took months to a matter of days and replacing email chains and spreadsheets. Caspian is a CBP-approved tech company, a U.S.-licensed customs broker, and an ABI software vendor, enabling it to file claims directly or partner with brokers and freight forwarders. The company targets e-commerce, manufacturing, and retail customers and aims to create a standalone software vertical for tariff management. Caspian positions its product as a financial automation layer for trade compliance that outsources and automates work that consultants traditionally perform, with the goal of improving margins and inventory planning for clients. The startup publicly launched out of stealth alongside its seed raise and plans to scale its duty optimization offering across global supply chains.

Participated · Seed · Jul 2025

Receive is a U.S.-based financial technology company offering an Earned Revenue Access platform that converts pending sales into immediate spending power for SMBs. Its core product allows merchants to access earned revenue without interest, credit checks, or traditional underwriting. Receive has a white-labeled partnership model enabling ISOs, payment processors, and software providers to leverage first‑party data and create new revenue streams. The company launched the SmartPay Calendar repayment tool and partnered with Titanium Payments to roll out the Titanium Boost Business Mastercard, which turns pending settlements into real-time spending power for Titanium merchants. Receive announced a $4 million seed round led by NGVP, has total funding of $7.1 million, and is supported by additional debt financing. Founder Ariel Blum, formerly in leadership roles at Melio, Green Dot, and American Express, started Receive to address SMB cash-flow challenges and help businesses reinvest sooner without taking on debt.