Participated · Series E · Aug 2026

Horizon3.ai develops AI specifically designed to perform autonomous, authorized penetration testing across live infrastructure via its NodeZero platform. The platform is built to test live systems without shutting down operations and to scan entire infrastructures continuously rather than sampling a small percentage. The company reports having run 310,000 production security tests with zero disruptions and serves roughly 7,200–7,300 customers ranging from managed service providers to Fortune 10 enterprises. Horizon3 approached $100 million in annual recurring revenue last year and achieved 120% year-over-year growth. Its founders, who met while serving at Joint Special Operations Command, have reinvested heavily in product development—about $100 million in R&D to date. The company is expanding internationally with new offices and a growing partner network while positioning itself to address accelerating AI-driven attack threats.

Led · Series A · Feb 2026

RapidFort delivers a modern software supply chain security platform built for the AI era. The solution embeds continuous vulnerability analysis, automated remediation, hardening, and protection directly into CI/CD workflows so issues are fixed as code ships. Its catalog of hardened, near-zero-CVE container images across major Linux distributions and runtime intelligence can shrink attack surfaces by up to 90 percent without requiring code changes. The platform is built for regulated environments, supporting FedRAMP, CMMC, ATO, CRA, and NIS2 compliance with auditable security controls. Management reports "accelerating revenue momentum" as organizations shift from reactive scanning to continuous elimination of risk, though no specific revenue figures were disclosed. Proceeds from the Series A will fund go-to-market expansion, deeper enterprise integrations, and further product innovation around automated remediation and continuous attack surface reduction.

Led · Equity · Dec 2025

Exein develops an embedded, hardware-agnostic cybersecurity platform that integrates runtime security directly into device firmware, allowing connected devices to detect, contain and respond to threats even when offline. The system already safeguards more than 1.5 billion devices in sectors such as energy, healthcare, defence, automotive, aerospace and industrial automation, and the company projects this figure will surpass two billion in Q1 2026. Exein’s technology supports integrity checks across supply chains and helps manufacturers comply with regulations like RED 3.3, the forthcoming EU Cyber Resilience Act and the US Cyber Trust Mark. Looking ahead, the firm plans to release next-generation protections for on-device AI and large language models, with an initial unveiling slated for RSAC 2026. The new capital will also fund a multi-transaction M&A programme in 2026 and accelerate expansion in the US and APAC. Exein has experienced a significant valuation uplift since mid-2025, reflecting rising demand for device-level security and its strengthened commercial position.

Led · Series D · May 2025

Forethought is an AI-native platform for enterprise customer support built on a multi-agent architecture that enables omnichannel resolution. Its agentic AI agents can be deployed across chat, email, voice, and SMS and across customer service, sales, marketing, and account management. The company launched its Autoflows agentic reasoning engine in 2023 and released Forethought Voice in March 2025 in partnership with Cartesia. Forethought says it supports more than a billion monthly customer interactions and cites customer results including agents resolving 60%+ of Airtable issues and a reported 168% ROI and 2,000+ agent hours saved at Cotopaxi. Customers named in the article include Airtable, Grammarly, Cohere, Cotopaxi, Datadog, WordPress, Upwork, and Roadie. The company positions its agents to expand beyond customer service into every customer-facing function to drive automation and outcomes for enterprises.

Participated · Series C · May 2025

Sanity offers a content operating system (COS) that enables businesses to manage, optimize, and scale content workflows across web, product data, media, IoT, and other applications. Its product suite includes Sanity Studio, Content Lake, App SDK, Compute + AI, recent additions like Canvas (an AI writing tool), and a Media Library. The company targets engineering teams seeking to unify and automate content across business applications. Sanity was founded in 2018 and is headquartered in San Francisco and Oslo, serving customers such as Burger King, Expedia, Riot Games, and Morning Brew. The company is focused on expanding its platform globally and developing AI-powered features, including agentic automation and support for developer ecosystems. It is also investing in community growth, including a transition from Slack to Discord and staging its inaugural developer conference. Sanity is a platform for structured content with an API-first approach, an open-source editor, and a focus on developer experience. The product lets teams treat content as data so it can be programmed, shaped, and authored from a single source of truth and delivered across channels. Sanity serves thousands of global brands including Burger King, AT&T, Puma, Unilever, National Geographic, and Condé Nast. Since its launch in 2017 the company has emphasized customizability for complex projects and integration with modern developer stacks. Recently Sanity launched Sanity Connect for Shopify to operate with Shopify’s Hydrogen and Oxygen headless commerce framework, enabling immersive product stories, rich media, embedded product content, 1-click ordering, and cross-channel promotions. The company is dual-headquartered in San Francisco and Oslo and is backed by investors such as ICONIQ Growth, Threshold Ventures, Lead Edge Capital, Heavybit, Alliance Venture, Monochrome Capital, and notable angel investors. Sanity builds a headless content platform that lets companies store and repurpose content and data as a flexible, programmatic "content lake" for use across multiple endpoints. The product is developer-oriented and aims to break down silos between marketing, product and engineering teams by making content usable across channels. Customers named in the article include National Geographic, Puma, InVision, Datastax and Brex. Sanity reports almost 100,000 developers, marketers, content creators and product professionals using the platform, with 30,000 active users (roughly double the active users since October). The company is split between San Francisco and Oslo, with CEO and co-founder Magnus Hillestad based in San Francisco. The team is exploring further extensibility such as enabling translations between audio and printed content and expanding into other media types. Sanity provides a developer-focused content platform and set of tools for structuring, creating, managing and delivering dynamic content across multiple digital surfaces. Its SaaS product treats content as data and gives developers APIs and systems to control how content is created, input and presented. The company targets organizations that need regularly updated, non-static digital experiences, spanning e-commerce front ends, publishing, interactive configurators and specialized workflows like emergency medical training materials. Sanity reports about 25,000 customers, including Conde Nast, National Geographic, Sonos, Brex, Figma, Cloudflare, Mux, MIT and Nike. The product originated at an Oslo agency and was spun out by founders Even Westvang, Magnus Hillestad, Oyvind Rostad and Simen Svale Skogsrud; part of the team relocated to the Bay Area to integrate more deeply with the tech ecosystem. The company is using recent funding to fuel its growth and expand its developer-focused platform.