The Venture Codex

Participated · Seed · Jul 2026

Freight Hero operates an outcome-driven service that runs the full lifecycle of brokerage loads inside customers' existing systems, using AI agents to handle more than 90% of customer load touches and a team of human operators called Heroes for judgment-intensive exceptions. The company reports it has managed more than 50,000 loads and handled millions of carrier communications. Customers have converted fixed labor costs into variable ones and are tracking toward 100%+ ROI, and a cited customer, Ally Logistics, said it grew revenue 82.4% year-over-year while not meaningfully increasing operations headcount after adopting Freight Hero. Freight Hero sells a flat fee per load model rather than selling software, positioning itself as a Service-as-a-Software / AI-native services provider. With the new funding the company plans to expand sales and marketing, hire engineering and operations staff, and extend services into billing, accounting and carrier sales. The company was founded by André Luis Martins Filho and is based in Durham, N.C.

Participated · Seed · May 2026

Maka offers a curated streaming service for children ages zero to six that emphasizes well-being over watch time, using session-based viewing without recommendations, ads, or autoplay. Its content is evaluated through Maka Imprint, a patent-pending developmental framework created with researchers at the Yale Child Study Center that maps seven core domains across more than 650 developmental indicators. The company licenses content from IP holders and creators and partners with studios and animators to produce original shows, prioritizing lower-stimulation pacing, narrative arcs, and global stories. Parents create profiles, select thematic channels and session lengths, and receive curated playlists with wind-down cues to ease transitions away from screen time. Maka is in private iOS beta with plans to launch publicly on iPhone and iPad this fall and reports thousands of families on its waitlist. Its commercial model is subscription-based at $11.99 per month with a discounted annual option, and the recent seed funding will be used to expand its vetted content catalog.

Participated · Equity · May 2026

Blitzy builds an autonomous software development platform that reverse-engineers enterprise environments, constructs a persistent knowledge graph of codebases, and orchestrates thousands of agents in parallel to execute multi-week to multi-month development projects. The platform integrates state-of-the-art models from providers including Google, Anthropic, and OpenAI, running these models 100,000+ times on each run, and achieved a record 66.5% score on SWE-Bench Pro. Blitzy reports adoption across dozens of Global 2000 customers and says its platform can drive up to 5x engineering velocity for some large enterprises. The company has more than doubled headcount in the past six months and plans to expand its research team, scale go-to-market operations, and broaden partnerships—particularly in regulated sectors like government, financial services, and insurance. Financially, Blitzy raised $200 million in a growth round at a $1.4 billion valuation to fund these initiatives.

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 · Seed · Mar 2026

Rexi provides an AI-native platform that centralizes financial data sources (including Stripe, Adyen, PayPal, NetSuite, QuickBooks and traditional bank accounts) to automate transaction reconciliation. The platform applies no-code reconciliation rules and an AI agent that resolves exceptions while human reviewers approve, and the company reports matching rates of 99.7% and the ability to reduce processes that took days into minutes. Rexi holds SOC 2 Type II certification and currently operates with a seven-person team based in Buenos Aires and a commercial office in New York. The startup was founded in January 2025 by executives with backgrounds at Mercado Libre, Pomelo, FJ Labs and Naranja X. With the proceeds of its $1.2M pre-seed round closed in July 2025, Rexi plans to strengthen product development, scale technical and commercial teams, expand customer acquisition across Latin America and North America, and pursue a Seed raise in the second half of 2026.