Led · Equity · Jul 2026

UNIT AI develops a standardized Physical AI platform that automates item-level inventory management, e-commerce fulfillment, and returns for retailers, brands, and third-party logistics providers. Its modular, pay-per-use system can deploy in as little as 1,000 square feet and the company says customers can achieve ROI in under 12 months. In about 22 months of commercial activity, UNIT is working with customers including Barrett, ShipCalm, DaVinci, and Carter, and reports a growing pipeline of enterprise brands and 3PLs whose networks collectively ship billions of inventory units annually. The company emphasizes rapid, low-infrastructure deployments that do not require facility redesign, targeting regional warehouses, micro-fulfillment centers, and back-of-store operations. UNIT was founded by warehouse automation veterans Guy Glass and Avihou Barkay and announced the financing from its San Francisco headquarters to scale deployments and product innovation across North America.

Participated · Seed · Mar 2026

Lux Aeterna is developing what it calls the world’s first fully reusable satellite platform, combining a flight-proven conical heatshield with a modular satellite bus to enable atmospheric reentry, rapid ground overhaul, and repeat launches. The company’s vertically integrated system is intended to support new mission profiles including orbital computing, in-orbit maintenance, space manufacturing, hypersonic testing, and rapid payload return. Lux Aeterna aims to establish a two-way orbital logistics cycle and a circular economy in space. It completed a $10 million seed round led by Konvoy to accelerate development of its demonstration vehicle and has drawn interest from investors such as Space Capital. The company is targeting a demonstration mission in 2027 to validate its reusable platform and operational model.

Led · Seed · Jan 2026

Pinch AI is an autonomous, AI-driven post-purchase intelligence platform built by former PayPal, Google, and Simility fraud leaders to give retailers a real-time defense against return abuse. The system evaluates shopper intent, detects emerging fraud patterns such as wardrobing and empty-boxing, and orchestrates dynamic return and refund decisions across checkout, return initiation, and warehouse operations. In early enterprise deployments, the software has reduced overall return rates by roughly 8%, lifted contribution margin by 10%, automated 80% of return reviews, and increased VIP customer retention by about 20%. These results convert returns from a cost center into a growth lever, helping apparel and luxury merchants combat return rates that often exceed 25%. With native Shopify integration and plans to broaden into OMS, RMS, WMS, and CX platforms, Pinch aims to serve as the retail industry’s definitive post-purchase risk operating system. The company will use its new capital to enhance abuse-prediction models, deepen warehouse intelligence, and expand go-to-market reach. Pinch AI is headquartered in San Francisco and operates with a team of seasoned risk and fraud professionals.

Led · Equity · Nov 2025

Orion offers an AI-driven platform that transforms unstructured, location-based data into predictive risk scores within a half-mile radius of any asset. Its STAN (Spatiotemporal Adaptive Network) framework converts subjective signals into explainable, quantitative confidence scores, enabling teams to anticipate protests, natural disasters, geopolitical shocks, and supply-chain disruptions days in advance. The system delivers per-asset pricing of roughly $1,000 per year—far below legacy solutions that can exceed $100,000 per site—making broad network coverage affordable for enterprises of all sizes. Current customers include several Fortune 500 logistics and cloud-infrastructure operators, with one global client achieving 20× cost savings compared with traditional intelligence platforms. Orion’s engineers hail from NYU, MIT, Oxford, and Cambridge, and the company was founded in New York and is headquartered in Denver. With new capital, management plans to expand deployments across global supply chains and defense networks while enhancing its adaptive AI models. Although revenue figures were not disclosed, the firm cites industry losses of $420 billion annually as its addressable market and positions its usage-based pricing as a competitive advantage.

Participated · Seed · Jun 2025

Bonx is a French startup founded in 2022 by Alexandre Barroux and Rémi Beges that builds an AI-powered, no-code ERP platform purpose-built for mid-market manufacturers. Its platform combines no-code configuration, advanced AI capabilities, and a modular visual interface to provide visibility and control across production, logistics, procurement, and quality while integrating with existing finance and CRM systems. Bonx emphasizes fast deployment and adaptability, with customers reporting full rollouts in six to twelve weeks and measurable improvements in traceability, purchasing workflows, and inventory coordination. The product is designed for operators and supply-chain teams rather than heavy IT consultancy, allowing factories to shape the system to their actual processes. The company closed an $8.6 million seed round and will use the funding to grow its team, deepen the product, and scale into Italy and Spain. Bonx aims to become the foundational operational layer for industrial execution across European mid-sized manufacturers.