Participated · Series A · Jul 2026

Luffy AI builds a neuroplastic AI platform that uses sparse neural networks trained in simulation and refined during real-world operation to enable real-time adaptive control without relying on large datasets or continuous cloud retraining. The technology is initially deployed in industrial motor control and integrated with variable frequency drive (VFD) systems such as pumps, fans and conveyor systems. Luffy’s approach aims to improve energy efficiency, reduce commissioning time and optimise performance in physical systems. The company plans to expand into additional applications including robotics, drones and thermal process control. Luffy is commercialising its solutions through proof-of-concept projects and pilot deployments with industrial customers and will use new funding to convert those into long-term partnerships and scale rollout. Dr Matthew Carr is a co-founder and CEO and has framed the funding as enabling increased delivery and deployment efforts.

Participated · Series B · Feb 2026

Opus builds and delivers a mobile-first, AI-native training operations platform that enables restaurants, retailers, fitness centers, healthcare providers, and other multi-unit businesses to create, deploy, and track on-the-job training for frontline employees. The software supports multilingual content, AI-generated custom courses, an AI search tool called “Ask Opus,” and task-management features that tie training to daily operations. To date the platform has facilitated roughly 5 million trainings and helped customers cut ramp time and improve operational consistency. Opus reported a record 116 % year-over-year growth in customers and locations in 2025 and has already reached profitability, signaling strong product-market fit. Current customers range from emerging national chains like Bonchon to enterprises such as Smashburger, Gordon Ramsay Group, and Jose Andres Group. The company plans to use new capital to accelerate product innovation and expand go-to-market efforts, further scaling its reach among the estimated 110 million frontline workers in the United States.

Led · Seed · May 2025

Cnaught was founded by Mark Chen after he encountered confusion and inconsistency in the carbon credit market. The company searches for projects with available credits, vets them using third‑party ratings and other project information, and purchases high‑quality credits in bulk to hold as inventory. Cnaught sells those credits at a flat rate to customers and earns the spread between its buy and sell prices. Customers can specify which types of projects they want or choose a default mix Cnaught has developed, similar to an ETF offering. The startup targets smaller businesses that lack dedicated sustainability teams and aims to expand access beyond the large corporate buyers that currently dominate the market. Its customer base so far ranges from smaller firms like Seattle Chocolate Company to larger customers such as Palantir. CNaught offers a simple, science-backed marketplace that sells diversified, trust-centered portfolios of carbon credits with flat, usage-based pricing and deep project research and due diligence. The product is positioned to reduce buyer risk and simplify corporate purchases of offsets. Since a soft launch in April 2023, CNaught has retired more than 10,000 tonnes of carbon credits on behalf of dozens of customers, with those customers committing to thousands of tonnes of future purchases. Initial customers include Pure Insurance, DuckDuckGo, Homebound, Thrive Home Builders, Canopy, Hitch, and Zeelo. Investors and CNaught leadership stress early product-market fit and revenue growth. In the coming months the company plans to expand global sales outreach and build partnerships to offer offsetting to end users.

Participated · Equity · Nov 2024

Aquaria develops modular atmospheric water generators (AWGs) and a linked "Hydrogrid" that produce clean drinking water from ambient air using patented materials science and heat-exchange technology. Its units are designed to be stacked in parallel, deployed in weeks, and integrated with solar and battery systems for net-zero operation; the company markets the technology as energy-efficient and affordable. Aquaria has built the first homes fully supplied by atmospheric water and is constructing 1,000 homes in Hawaii using its systems. The company plans to expand its footprint into new regions and pursue residential, hospitality, commercial, and mid-scale industrial opportunities such as green hydrogen, mining, and data centers. Aquaria partners with Stanford’s Mark Jacobson on research to integrate atmospheric water capture with microgrids. Financially, Aquaria has secured a $112M investment and a $100M deployment financing commitment to accelerate commercial deployments and project financing models.

Participated · Series B · Jun 2024

GrayMatter Robotics is a Los Angeles-based AI and advanced robotics company delivering autonomous robotic solutions for tedious and ergonomically challenging tasks such as sanding, polishing, grinding, coating, and finishing. It bundles proprietary AI technologies with robots, sensors, and tools and provides application-specific solutions in a Robot-as-a-Service (RaaS) format. Representative products include Scan&Sand™, Scan&Polish™, Scan&Buff™, and Scan&Grind™. The company serves manufacturers across aerospace & defense, specialty vehicles, maritime, metal fabrication, and consumer products such as sports equipment. Led by CEO Ariyan Kabir, GrayMatter aims to improve shop floor worker quality of life, enhance production capacity, and reduce scrap, repair, and rework costs. The company raised $45M in Series B funding to accelerate development and deployment of its AI-powered robotic solutions. GrayMatter Robotics delivers AI-driven robotic automation solutions aimed at tedious and ergonomically challenging manufacturing tasks. Its core products are smart robotic cells for high-mix surface finishing and surface treatment, sold to a range of manufacturing industries. The company says its systems help improve shop-floor worker quality of life, enhance production capacity, and reduce scrap, repair, and rework costs. Leadership is headed by CEO Ariyan Kabir and CTO Brual Shah. GrayMatter plans to use the new funding to expand its team across a wide range of roles and to accelerate development and deployment of its AI-robotic solutions. The article does not disclose revenue or user metrics. GrayMatter Robotics develops smart robotic assistants that help humans perform surface-treatment tasks like sanding and spraying on manufacturing lines. The company packages proprietary AI algorithms with commercially available robots, sensors, and tools so robots can program themselves and learn a new part in minutes. Its turnkey solutions aim to help manufacturers grow capacity, maintain consistent quality, and keep a digital trace for improving operations. GrayMatter is led by CEO Ariyan Kabir and is based in Los Angeles, CA. The company raised $4.1M in seed funding and will use the proceeds to scale hiring, accelerate development of its robots for sanding and finishing, and engage a wider customer base. Investors in the round include Stage Venture Partners, Calibrate Ventures, 3M Ventures, OCA Ventures, Pathbreaker Ventures, and B Capital Group.