Participated · Series C · Aug 2026

Lumilens develops photonic connectivity solutions intended to connect thousands or hundreds of thousands of GPUs so they can operate as a single system, addressing the limits of copper-based scale-out networks. The team moved from founding to defining, qualifying and shipping its first product within about two years, and that product is deployed in a hyperscaler’s production AI data centers under a multi-billion-dollar agreement. Lumilens emerged from stealth concurrent with its announced raise of more than $900 million from a syndicate of venture and institutional investors. Management says the funding will support building out infrastructure and developing additional products on its roadmap. The company positions itself at the intersection of optics and AI infrastructure to overcome physical constraints on GPU-scale networking.

Participated · Series E · Aug 2026

Horizon3.ai develops AI specifically designed to perform autonomous, authorized penetration testing across live infrastructure via its NodeZero platform. The platform is built to test live systems without shutting down operations and to scan entire infrastructures continuously rather than sampling a small percentage. The company reports having run 310,000 production security tests with zero disruptions and serves roughly 7,200–7,300 customers ranging from managed service providers to Fortune 10 enterprises. Horizon3 approached $100 million in annual recurring revenue last year and achieved 120% year-over-year growth. Its founders, who met while serving at Joint Special Operations Command, have reinvested heavily in product development—about $100 million in R&D to date. The company is expanding internationally with new offices and a growing partner network while positioning itself to address accelerating AI-driven attack threats.

Participated · Series C · Jun 2026

HyperLight develops high-performance integrated photonics based on thin-film lithium niobate (TFLN), commercialized as its TFLN Chiplet™ Platform. The platform targets a range of optical interconnect applications including data center pluggables, coherent datacom and telecom modules, and co-packaged optics, and offers products supporting 200G-per-lane operation with 400G-per-lane solutions now sampling. The company emphasizes ultra-high modulation bandwidth, CMOS-level drive voltage, and ultra-low optical loss to reduce power consumption at higher lane speeds. HyperLight has established a strategic manufacturing partnership with UMC and Wavetek for high-volume foundry production on both 6-inch and 8-inch wafers. With the $80 million Series C, the company plans to expand manufacturing capacity, accelerate customer qualification, scale its platform, and deepen partnerships across foundry, semiconductor, networking, and systems integration domains.

Participated · Equity · May 2026

Amity develops enterprise AI software focused on conversational AI systems and digital communication infrastructure used by businesses across sectors including finance, retail, telecommunications, and customer engagement. Founded in Bangkok, the company now operates across multiple Asian markets and has been positioning itself as a regional enterprise-AI infrastructure provider. Amity has emphasized scaling its AI-powered communication and engagement systems to meet rising enterprise demand for automation and workflow optimization. Following the recent approximately US$100 million funding, the company plans to expand product development and regional market operations. Amity has also articulated IPO ambitions as part of its longer-term corporate strategy. The company’s growth is presented as emblematic of Southeast Asia’s broader shift toward enterprise AI and infrastructure software.

Participated · Series C · Apr 2026

Iterative Health combines centralized operations, expert staffing, proprietary AI technology, and clinical trial expertise to operate a multispecialty clinical research network that embeds research into routine care. Its global network includes more than 100 research sites across North America, Europe, India, and Australia and partnerships with over 40 pharmaceutical, biotech, medical device, and CRO organizations. The company reports delivering 2x faster site activation for IBD trials and 3x higher patient enrollment rates compared to industry benchmarks, with an average of more than two IBD patients randomized every business day across the network. Iterative Health's model centers on site success to improve trial execution reliability at scale. The company plans to expand beyond gastroenterology and hepatology into cardiology and obesity while continuing geographic expansion and broader provider partnerships. Iterative Health is headquartered in Cambridge, Massachusetts and New York, New York.