Participated · Series B · Jul 2026

Onyx Security is developing an agent-native security and governance platform that continuously discovers enterprise AI agents, inspects every step of their reasoning, and intervenes when necessary to block, require human approval, or redirect agent actions. The unified control plane gives security teams visibility, posture management, and runtime protection, while helping governance teams satisfy regulatory requirements and enabling infrastructure teams to optimize cost, accuracy, and latency. Executives can also track AI adoption and performance metrics through the same dashboard. The system is powered by proprietary supervisory agents and in-house AI models purpose-built to understand and manage other agents in real time. Co-founded by cybersecurity veteran Maxim Bar Kogan and former Nvidia AI researcher Gil Elbaz, the company already serves multiple Fortune 500 customers and employs more than 70 people across Israel, the United States, and Canada. Headquartered in New York and Tel Aviv, Onyx plans to use its new capital to expand product and engineering teams, build additional AI models, and scale go-to-market efforts. The business has raised $40 million to date but has not publicly disclosed revenue or user numbers.

Participated · Series F · May 2026

Stord provides a vertically integrated commerce stack combining fulfillment network operations, software, and applied AI to help independent brands deliver faster, more reliable consumer experiences. The company operates nearly 100 fulfillment facilities, serves over 1,000 customers, and processes more than $15 billion in annual GMV. Stord has grown rapidly—approximately 10x revenue over the past four years—and reports its software business tripled in 2025 with new bookings more than doubling quarter over quarter in Q1 2026. The company employs over 4,000 people with more than 200 dedicated to software engineering, product, data science, and physical infrastructure, and has completed eight acquisitions. Stord is investing the proceeds of its Series F to deepen its work on physical intelligence, launching Stord Labs to develop and validate agentic AI, robotics, and advanced automation on live operational data before scaling those innovations across its network.

Participated · Series D · Apr 2026

True Anomaly develops and delivers capabilities for space missions, including autonomous spacecraft, advanced payloads, mission software, and space-based interceptors. The company says its products enable the U.S. and its allies to secure the space environment and counter threats. Founded in 2022 and based in Centennial, CO, True Anomaly has offices in Colorado Springs, Washington, D.C., and Long Beach, CA, and is led by CEO Even Rogers. Financially, the company has now raised a total of $1 billion in capital, including a $650M Series D that closed with $50M of debt. In the next 18 months True Anomaly plans multiple missions in LEO and GEO and will conduct the VICTUS HAZE Tactically Responsive Space demonstration while advancing its payload portfolio. The company intends to use the new funding to accelerate delivery across its product portfolio and mission capabilities.

Participated · Series D · Mar 2026

Replit, described as a “vibe-coding sensation,” offers an online platform designed to make software creation approachable for a broad audience. After nine years of development, the company made a controversial shift away from exclusively targeting professional developers and toward non-programmers, a move its CEO credits for its recent traction. In September, Replit reported it was on track for $150 million in annualized revenue. The company has since told Forbes it aims to reach $1 billion in annual recurring revenue by the end of the year. Replit’s valuation has soared from $3 billion in September to $9 billion just six months later. The fresh capital is expected to support further product expansion and community growth, although specific road-map details were not disclosed. Founder and CEO Amjad Masad notes that this momentum follows nearly a decade of steady iteration.

Participated · Series B · Sep 2025

Nscale builds and operates vertically integrated AI data centers, controlling everything from renewable energy sourcing and facility construction to the compute stack and orchestration layer. Backed by Nvidia, the company is developing ‘Stargate Norway,’ an installation targeting 100,000 Nvidia GPUs by the end of 2026 with OpenAI as an initial customer. In October it also partnered with Microsoft and Dell to deploy roughly 200,000 Nvidia GPUs across four data centers in Europe and the U.S. The firm positions itself as a low-cost, green alternative for AI compute, pledging to reuse waste heat and invest in local skills and infrastructure. Its latest funding round values the company at $14.6 billion, placing it among Europe’s few AI decacorns. Nscale plans to use the new capital to accelerate build-outs in Europe, North America and Asia while expanding its engineering and operations teams. The company has hinted at a possible IPO as early as this year to further bolster its capital base. High-profile board appointments—including Sheryl Sandberg, Susan Decker and Nick Clegg—underscore its growing prominence.