Participated · Series A · Jun 2026

SubBase offers a trade-specific materials management platform that replaces disconnected emails, texts, and spreadsheets with a single connected system for requesting pricing, placing orders, communicating with suppliers, tracking deliveries, and reconciling invoices. The platform includes deep integrations with leading construction accounting systems to give real-time budget visibility from initial request through final reconciliation. SubBase operates as a two-sided network serving specialty trade contractors, self-performing general contractors, and material suppliers. Operationally, the company processes thousands of orders weekly and is on pace to reconcile more than $1 billion in materials volume this year. SubBase is headquartered in Ft. Lauderdale, Florida, and is hiring across product, engineering, sales, and customer success. The company plans to expand its supplier network and build an AI-driven intelligence and workflow layer that learns from pricing, supplier performance, and delivery data to surface insights and automate decisions.

Participated · Series A · May 2026

Outmarket AI provides a platform that connects to agency management systems to unify structured and unstructured brokerage data into an intelligence layer powering automated workflows. Its production workflows cover Commercial Lines, Benefits, and Personal Lines, and it offers native integrations with major AMS platforms including Applied Epic, AMS360, HawkSoft, and Nexsure. Since launching in March 2025, Outmarket reports ARR grew 5x year-over-year, more than 250 brokerages use the platform daily, and it processes millions of quotes, policies, applications, and loss runs, cumulatively saving customers over a decade of manual work each month. Customers have reported as much as a 65% reduction in errors and omissions through AI-assisted policy comparison and gap detection. The company launched a Proposal Builder in December 2025 and plans to more than double its workflow capabilities in 2026. Outmarket maintains enterprise-grade security and compliance with SOC 2 Type 2, ISO 27001, and HIPAA.

Participated · Equity · May 2026

Lumian builds an agency model centered on continuous AI agents plus human brand managers and specialist operators to manage Amazon businesses. Its platform runs agents 24/7 to monitor and act on listings, advertising, inventory, and account health while humans make judgment calls. The company was launched by Robin Lobo and Tauseef Khan and came out of stealth with the announced funding. Lumian reports it is already live across more than 10 product categories and working with brands including a specialist vanilla-extract maker, a women's-wellness intimate-wipes brand, and a footwear recovery-sandal business. The founder previously built and exited a leading eyeglasses brand on Amazon, informing the team's approach. The announcement did not disclose revenue, valuation, or other financial metrics.

Participated · Series B · Mar 2026

Sift provides a unified data platform that ingests audio, video, logs, and high-frequency telemetry and automatically transforms raw sensor data into structured, queryable formats for engineers and AI systems. The platform is used as a system of record by customers including ULA, Astranis, K2 Space, Parallel Systems, and undisclosed enterprise defense programs to diagnose anomalies, validate designs, and maintain fleet-wide visibility. Founded by SpaceX alumni Karthik Gollapudi and Austin Spiegel, Sift aims to enable fleet-scale operations by automating anomaly detection and providing unified observability across thousands of machines. The company has about 70 employees and plans to nearly double its team, relocate to a larger Marina Del Rey headquarters, and expand platform capabilities. Financially, Sift has raised a total of $67 million following its $42 million Series B.

Participated · Series B · Mar 2026

Founded in 2022 and based in El Segundo, California, Sift Stack develops data infrastructure and software to manage massive telemetry streams from complex machines such as rockets, satellites, and vehicles. Its tools organize and store sensor data—some vehicles stream over 1.5 million concurrent sensors across multiple formats and timescales—to make that information machine-readable for AI and automation workflows. Customers include United Launch Alliance, Astranis, defense contractors, robotics companies, and power-grid management startups. The founders, CEO Karthik Gollapudi and CTO Austin Spiegel, previously worked on telemetry tooling at SpaceX and built Sift to offer a best-in-class alternative to ad hoc database and script-based approaches. The company says the arrival of AI tools has accelerated demand for robust data infrastructure, prompting a shift in its focus over the past year. Financially, Sift Stack raised a $42 million Series B in 2025 at a $274 million post-money valuation led by StepStone with participation from GV, Riot Ventures, Fika Ventures, and CIV.