Participated · Series B · Aug 2026

Higgsfield builds an AI-driven platform for generating and iterating short-form video, emphasizing workflows that let users repeatedly rework clips rather than producing one finished asset. The company publicly launched in 2025 and has grown to more than 15 million users across 240 countries. Its business has shifted toward enterprise marketing customers, which now comprise the majority of revenue after moving from under a quarter earlier in 2025. Higgsfield reported annualised revenue of $500 million, up from roughly $200 million at the end of 2025. The team was founded in 2023 by Alex Mashrabov—who previously sold AI Factory to Snap and led generative AI there—alongside CTO Yerzat Dulat and co-founder Mahi de Silva. Management says future investment will prioritize enterprise product development, security, and scaling compute capacity to meet video-generation demand.

Participated · Seed · Jul 2026

Antares Labs builds an AI platform that embeds directly inside real estate owner-operators’ environments, creating company-specific AI systems without requiring a data lake or system overhaul. Its forward-deployed teams work onsite with customers to learn workflows and build solutions that integrate with major foundation models (AWS Bedrock, OpenAI, Gemini, Anthropic). The platform routes requests dynamically to optimize cost, performance, and quality while keeping proprietary data and logic within the customer’s environment. Antares positions its recommendations as fully traceable and audit-ready for finance, compliance, and boards, and says clients see ROI in roughly 30 days. The company is already working with large owner-operators including Quarterra. Antares announced its public launch from Chicago alongside its $7.25M seed raise.

Participated · Equity · Jul 2026

Atoms is presented as a rebranded holding company founded by Travis Kalanick that consolidates work he began after leaving Uber, including his CloudKitchens venture. The company has acquired Pronto, a heavy-industry automation firm led by Anthony Levandowski. Kalanick has described Atoms’ mission as completing a “bits-to-atoms” arc and has said he wants to build a “wheelbase for robots.” The company announced a $1.7 billion financing led by Andreessen Horowitz, signaling substantial external investor support, and Ben Horowitz will join its board. The articles do not provide revenue, user, or other operating metrics, nor do they detail specific product roadmaps or financial allocations beyond Kalanick’s public statements.

Led · Seed · Jul 2026

One Raven is built around the One Raven Home Server, which the company says runs device logic locally and stores homeowner data on the home network. The system ships with smart devices that arrive pre-paired and factory-configured so components work without cloud dependency. Founders Lucas Haldeman and Sarah Roudybush previously built SmartRent and are leading technology, sales, marketing, and operations for the new company. The startup launched with a $5M seed led by Fifth Wall and plans to scale production of its Home Server and initial device suite. One Raven is expanding its local-intelligence software and growing its sales and partnership teams while hiring roles in Phoenix. The company expects to announce its first homebuilder partnerships in the third quarter.

Participated · Series C · Jun 2026

Higharc builds an AI-native platform that generates homes as 3D spatial data, enabling builders to automate design, estimating, sales and construction document workflows. Its AutoTranslate AI converts floorplan images into rich 3D spatial models to produce precise quantity estimates and shoppable 3D models. Customers across North America report outcomes such as compressing product development timelines from months or years to weeks or days, cutting time to community open by 25–50%, and increasing margin by 10–15%. Higharc announced expansion of its AI Estimating product to building materials distributors and a partnership with US LBM as part of that push. The company has received industry recognition, ranking in the Deloitte Technology Fast 500 and Fast Company's Most Innovative Companies of 2026. Following the Series C, Higharc has raised more than $170 million in total capital to date.