Participated · Series C · Aug 2026

Lovable is a vibe-coding startup that hosts 60 million projects and attracts 900 million monthly visitors. The company reported a $500 million annualized run rate in June. It offers its own in-house trained AI model in addition to frontier model options and has increased backend capacity and technical sophistication as it has scaled. Lovable signed a multiyear deal with Google Cloud, which the company says led to a fivefold increase in usage. The startup has also invested in other European startups such as Danish company Atech. Recent funding rounds have significantly increased its valuation and capital base.

Led · Equity · Aug 2026

Physical Intelligence develops pi, a vision-language-action foundation model intended to control diverse robot bodies and perform dexterous manipulation tasks. The company open-sourced pi-0's weights and has showcased demos such as folding laundry, bagging groceries, and making coffee. Founded in 2024 in San Francisco, the team is deliberately small (about 50–100 people) and includes academics and former industry researchers like Karol Hausman, Sergey Levine, and Chelsea Finn. It has raised roughly $2.1 billion to date but reports no revenue and no fixed commercialization timeline, prioritizing research. The company's thesis is that a single general robot brain can generalize across hardware, and its fundraising has attracted major investors including Jeff Bezos, OpenAI, CapitalG, Founders Fund, and Lightspeed.

Participated · Series D · Aug 2026

Hadrian builds automated manufacturing facilities that mass-produce parts for vehicles used by the military. The company has opened multiple facilities, including a fourth site in Alabama announced in March to produce submarine parts. That Alabama facility was structured as a public/private partnership and valued at $2.4 billion, according to Hadrian. Hadrian has attracted large venture and institutional backers and recently raised a $1.37 billion round at a $7.87 billion valuation. About a year earlier it raised a $260 million Series C led by Founders Fund and Lux Capital, bringing total capital raised to roughly $2 billion per PitchBook estimates. The company's current plans and financing indicate continued expansion of its automated production footprint for defense supply chains.

Participated · Series D · Jul 2026

K2 Space designs and manufactures large, high-power satellites with a heavily vertically integrated supply chain that produces more than 85% of its platform in-house. The company operates a 180,000 sq ft factory in Torrance, California, configured to manufacture up to 100 satellites per year. K2 has won major commercial and national security contracts, including an initial tranche of 30 satellites for SES’s meoSphere network, work with Anduril on the Golden Dome program, and selection as the bus provider for the Space Force’s Protected Tactical Satcom-Global program. Financially, K2 has cumulatively raised over $1 billion in capital and secured over $1 billion in signed contracts. Near-term product and operational plans include launching the Trinity mission in Q2 2027 and introducing a 100 kW Giga-class satellite in the second half of 2028 to enable larger on-orbit compute and payload capacity.

Participated · Series C · Jun 2026

Founded in 2013, NinjaOne offers a cloud-native platform that unifies remote monitoring, automated patch management, endpoint security, and data backup to manage laptops, servers, mobile devices, and cloud endpoints from a single dashboard. The platform manages millions of endpoints for over 24,000 customers globally, including Nvidia, Lyft, HelloFresh, Porsche, Cintas, and Vimeo. The company completed a $262M acquisition of Dropsuite to expand its cloud backup and data protection capabilities. NinjaOne is founder-led, carries no debt, and its founders retain majority equity and control. With proceeds from its latest financing, the company plans to accelerate R&D into autonomous endpoint management, automated vulnerability remediation, and AI-assisted helpdesk features. The article positions NinjaOne as competing against legacy incumbents like Kaseya and N-able and adjacent players such as JumpCloud and Atera.