Participated · Series F · Jul 2026

ThreatLocker provides a Zero Trust cybersecurity platform that enforces allowlisting, Ringfencing™, and controls for network and cloud access to prevent known and unknown threats. The company reports protecting more than 70,000 organizations worldwide and has expanded its international footprint with offices in Orlando, Dublin, Dubai, and Brisbane, and plans to open a Reading, U.K. office. Its platform has been extended to cover Zero Trust Network Access and Zero Trust Cloud Access from a single dashboard. ThreatLocker plans to invest the new capital in AI-related security controls, further platform development, and continued international growth. The company has been recognized on the Inc. 5000 list for two consecutive years. Recent investors in the business include Elephant, D. E. Shaw Ventures, Arthur Ventures, and Koch Disruptive Technologies following prior investment by Elephant.

Participated · Series F · Jun 2026

Baseten provides software and multi-cloud compute infrastructure to help companies optimize, customize, and serve open-source AI models, handling inference workloads and latency optimization. The company positions itself as enabling enterprises to deploy open-source models efficiently, competing with closed-source alternatives by reducing costs; at least one customer reported up to a 30% cost reduction. Key customers include Cursor, Mercor, and OpenEvidence. Baseten’s annualized revenue run rate has surged from roughly $200 million to about $600 million. The company has rapidly increased its valuation in 2025–2026 through multiple financing rounds, most recently reaching as high as $13 billion in the current transaction.

Participated · Series F · Jun 2026

Ramp started as an expense-management platform and has expanded into payments, fraud detection, procurement, vendor management and accounting while integrating AI capabilities across its product suite. The company says it has more than 70,000 customers, including Visa, Uber, Shopify, Anduril and Figma, up from 50,000 last November. Ramp reported annualized revenue of more than $1 billion (with Bloomberg reporting a run-rate above $1.5 billion) and said it has reached positive free cash flow. It has launched AI-focused features such as AI agents for procurement, expense management, accounting and budgeting, and even a corporate credit card intended for AI-agent use. Ramp has raised over $3 billion in total capital to date. Management has indicated an eventual aim to go public, though no timing was given.

Participated · Equity · Jun 2026

AlphaSense offers an enterprise AI platform that combines domain-specific AI with a proprietary content library of more than 500 million business documents to deliver market intelligence and workflow automation. The company serves over 7,000 global enterprises and now covers more than 70% of S&P 500 companies, including major firms across technology, finance, and consumer sectors. AlphaSense has introduced AI capabilities such as SuperAnalyst, Generative Search, Generative Grid, and Deep Research to automate high-value financial and strategic workflows. Financially, AlphaSense reported surpassing $600 million in annual recurring revenue in Q1 2026, up from $500 million in October 2025. The company has more than doubled headcount in EMEA and APAC and recently opened its global headquarters in New York City’s Hudson Yards. Planned uses of new capital include accelerating platform and content investment, international expansion, and scaling global customer support.

Participated · Series H · May 2026

Anthropic is a premier artificial intelligence safety and research company renowned for developing Claude, a family of highly capable, steerable, and safe large language models. Founded by former OpenAI researchers, Anthropic pioneers techniques like "Constitutional AI" to build systems that are helpful, honest, and harmless. Beyond its core research, the company has rapidly scaled into a dominant market force, experiencing exponential revenue growth driven by widespread enterprise adoption. Anthropic has attracted unprecedented investor attention, recently raising approximately $30 billion at a $380 billion valuation, with ongoing negotiations potentially boosting its valuation to roughly $800 billion. As a leading competitor in the generative AI space, the company is reportedly exploring an IPO later this year.