Led · Equity · Aug 2026

Thrive Holdings acquires fragmented professional services businesses and integrates proprietary AI tools with existing personnel to boost efficiency and scale. Its Current accounting platform covers more than 50 firms and over 2,000 accounting professionals; Thrive says its TaxAI agents have processed more than 7,000 tax returns with 98% accuracy and cut preparation time by over 30%. The Shield platform encompasses around 20 IT service companies and, according to the company, has reduced help-desk resolution times by 36x. Thrive is developing a third platform focused on physical infrastructure—targeting permits, inspections, technical documentation and compliance for sectors like data centers, manufacturing, healthcare, power and water. The company was spun out of Thrive Capital in 2025 and has expanded to operate more than 70 businesses across its platforms. Thrive also has a relationship with OpenAI, which took an ownership stake in December 2025 and placed employees to work with portfolio companies.

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 · Series D · Jun 2026

DriveNets develops a disaggregated Network Cloud and Ethernet-based AI fabric designed to eliminate networking bottlenecks and maximize GPU utilization in large-scale AI clusters. Its solutions perform end-to-end networking optimizations across the AI stack and support heterogeneous, multi-vendor AI environments. The company works with accelerator and silicon partners such as AMD and Broadcom and systems partners including Dell and Supermicro, and its products power production networks for tier-1 operators like AT&T and Comcast. DriveNets reported more than $1 billion in secured business, has been cash-flow positive since 2025, and has raised $1 billion in total capital to date. Founded ten years ago and based in Ra'anana, Israel, the company positions its AI fabric to accelerate deployment, improve tokens-per-second, and lower cost-per-token for large AI deployments.

Led · 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.

Participated · Series E · May 2026

Sigma is built on the cloud data warehouse and provides a governed workspace that supports a spreadsheet interface, SQL, Python, and native AI to let teams explore live data, build applications, and automate workflows without moving data. The company emphasizes secure, warehouse-native architecture and has launched products including Sigma Agents (no-code agents), Sigma Assistant (an AI copilot), Sigma Data Modeling Skills for AI Agents, and the Sigma MCP Server for governed answers into AI chat assistants. Sigma reported strong financial momentum, surpassing $200 million in ARR in April 2026, achieving 100%+ year-over-year growth in the latest fiscal year, and adding over 1.1 million new active users in that period. It serves more than 2,000 customers worldwide, including large enterprises and AI innovators. The announcement originated from Sigma's San Francisco office and framed the company as driving adoption of agentic analytics and AI workflows while emphasizing governance, reliability, and security.