Participated · Series B · Aug 2026

Heaviside Industries develops multi-domain autonomous precision munitions for air, land and sea platforms. Founded in 2024, the company operated in stealth for more than two years before emerging with its Series A. Heaviside has a team of over 50 engineers and operators and maintains offices in Los Angeles and Oslo. It has a roster of U.S. and allied customers and is led by CEO Phillip Walker. The company plans initial deployments of aerial and underwater munitions platforms. Financially, Heaviside announced a $28M Series A led by Interlagos to accelerate development, production and delivery of its systems.

Participated · Series A · Jun 2026

Founded in 2021, Hydra Host began by serving cryptocurrency miners and has pivoted to offer automation software for data center operators and an AI server brokerage platform. The company enables operators to rent out idle NVIDIA AI server computing power and runs a GPU matching marketplace connecting GPU owners with renters. As of the latest reports, Hydra Host has deployed its technology in 50 data centers worldwide, up from 30 earlier in the year. The company completed a $100 million project funding round led by Kindred Ventures that values it at close to $800 million post-money, with participation from Nvidia, ARK Invest, Magnetar Capital, Founders Fund, and Flume Ventures. The articles do not report revenue, user, or other operating metrics beyond data center deployments.

Participated · Series B · Feb 2026

Founded in 2023 and based in Reno, Nevada, Positron develops energy-efficient AI inference hardware, including its shipped Atlas inference system. Atlas has already been delivered to customers such as Cloudflare, and the company claims its hardware can deliver more than 3.5x performance per watt versus Nvidia's latest products on certain inference workloads. Positron is developing a next-generation chip called Asimov, targeting tape-out in late 2026 and production in early 2027. The company emphasizes U.S. manufacturing and energy efficiency as core differentiators. Positron has raised roughly $309 million to date, including a $230 million Series B in February 2026 that valued the company above $1 billion. CEO Mitesh Agrawal has led the company since before its seed round.

Participated · Series H · Feb 2026

GrubMarket is an AI-driven technology and B2B e-commerce company that digitizes, automates, and streamlines the American and global food supply chain. Its offerings include enterprise SaaS such as an Inventory Management AI Agent and Reporting AI Agent, as well as a tech-enabled marketplace that serves customers in all 50 U.S. states and more than 70 countries. Recent acquisitions—Coast Citrus, Delta Fresh Produce, and Procurant—have expanded its reach; Procurant alone facilitates $5.5 billion in GMV for over 850 customers across 14 countries. The firm operates with what it calls a self-sustaining, profitable model and has been recognized on the CNBC Disruptor 50 list for three consecutive years. It runs the Sustainable California initiative, which promotes organic farming and has funded hundreds of thousands of tree plantings. Backed by a $4.5 billion pre-money valuation, the company plans to invest further in talent, financial infrastructure, technology development, and additional acquisitions to expand across North America, South America, Europe, and Africa.

Participated · Equity · Oct 2025

1Password provides an Extended Access Management platform that secures credentials and identities for both individual users and more than 175,000 business customers, including over two-thirds of the Forbes AI 50. The service delivers password management, secrets automation, and broader identity security capabilities to millions of users worldwide. In 2025 the company expanded its roadmap by launching Agentic AI Security to help enterprises govern AI automation and by releasing an MCP server that adds SaaS visibility to AWS-native workflows. 1Password also partnered with Perplexity’s Comet browser to supply safer AI browsing and introduced Agentic Autofill with Browserbase to give AI agents a secure credential layer for real-time decisions. These product moves signal a deeper push into AI-centric security use cases and cloud integrations. The company’s scale and continued platform expansion underpin a reported $6.8 billion valuation following its latest secondary transaction.