Participated · Series A · Mar 2023

Threecolts is a London startup, founded in 2021 by ex‑Amazon executive Yoda Yee, that builds a toolkit for brands and retailers to manage and optimize marketplace sales, primarily on Amazon. Its product suite includes repricing, real‑time listing and inventory alerts, customer-service integrations, API dashboards, third‑party data monitoring, feedback and review automation, profit and sales analytics, and FBA fee monitoring. The company says it has acquired 22,000 customers who collectively generate more than $30 billion in gross merchandise sales and that Threecolts' tools have added $200 million in profits and driven a 200% bump in detail page conversions. Threecolts reports it is profitable and that revenues have grown 6x year‑over‑year. A rollout strategy has included 14 acquisitions in under two years, and the company says customers are beginning to request support for other marketplaces such as Walmart and eBay, though 90% of activity remains on Amazon. Its customer base mixes large brands like Samsung, Panasonic and L'Oréal with a long tail of smaller sellers (70% of customers, 50% of revenue).

Participated · Series C · Sep 2022

Carbyne builds a cloud-native APEX platform that embeds AI into 911 call handling, dispatch, resource coordination, and emergency decision-making. Its AI Suite is integrated across the platform rather than as bolt-on tools, trained on proprietary datasets generated from millions of emergency interactions. Over the past year the company reported triple-digit growth, including +477% year‑over‑year growth in APEX ARR and a +105% increase in APEX platform customers. Carbyne is deployed at nearly 300 sites worldwide across 23 U.S. states and six countries, with more than 7,000 calltakers using its platform. The company processes over 250 million data points annually and reports 99.999% call handling uptime. Carbyne plans to use new capital to expand R&D and engineering, deepen AI capabilities, scale operations globally, and pursue strategic partnerships and integrations. Carbyne provides cloud-native solutions for emergency response centers, enabling emergency contact centers and select enterprises to connect with callers and connected devices via secure channels without requiring a consumer app. Its unified platform delivers live, actionable data—including video, photos, geolocation—and AI-based features to streamline operations and improve transparency. The company offers Carbyne APEX, an i3-compliant unified emergency call management solution that consolidates AI and rich media data for call takers, and Carbyne Universe, an OTT solution that delivers AI-based and rich media functionality without disrupting existing contracts or infrastructure. Carbyne intends to use the new investment to expand operations and development efforts. Led by CEO Amir Elichai and based in New York City, the company is positioning its offerings for resale through AT&T. Carbyne provides cloud-based systems used by emergency services to handle medical, public-safety, transportation and other urgent calls, including its APEX platform used by customers such as the city of New Orleans. Its technology is installed in emergency response services that cover about 400 million people and handles roughly 150 million 911 calls annually, and the company says it is on track to cover 1 billion people by 2024. Carbyne aims to make contact-center workers more effective and less stressed by investing in tools like sentiment analysis and trauma detection and by capturing richer data from callers. The company plans to expand in the U.S., establish a partner program to pursue global opportunities (it does not sell directly), and increase R&D investment. Financially, Carbyne grew revenues 400% in the last year and has raised $56 million in a Series C that values the company around $400 million. The startup was founded in Israel (R&D remains there) and is now headquartered in New York; it is primarily active in the U.S. Carbyne provides a unified, cloud-native platform that enables emergency communication centers, first responders, citizens and governments to share live actionable data to improve operational efficiency and save lives. The company is expanding its cloud-native platform into the emergency health services market and introducing an instantly deployable platform for unified flow between callers, health-related call centers, first responders, nurses and hospitals. Carbyne plans to work with Global Medical Response to develop interactive communication solutions for health and medical sectors and to build new dedicated domestic resources. To scale operations in North America, Carbyne will relocate CTO and co-founder Alex Dizengoff from Tel Aviv to the United States to grow a North American R&D center. Global Medical Response’s COO Edward Van Horne will join Carbyne’s board of directors as part of the collaboration. Financially, the company has raised a total of $73 million since its launch in 2015. Carbyne offers a cloud-based platform for emergency services that surfaces richer caller data (location, video) and enables remote telemedicine to accelerate 911 and EMS responses. Its technology no longer requires users to install an app, having integrated third-party location services to connect callers directly. The company partners with public-health providers and firms such as CentralSquare and Global Medical Response and says it is on target to cover about 90% of the U.S. market. Usage and adoption grew strongly during the pandemic: Carbyne served 250 million people before COVID and now covers roughly 400 million people, launching a new implementation every 10 days since March. In the last nine months it provided about 155 million location points and 1.3 million minutes of video; revenues doubled starting in Q2 and then grew 160% in Q3 and Q4. Carbyne aims to serve some 1.5 billion people by 2023 as it expands its technology and market footprint.

Led · Series C · Jul 2021

Sundae operates a residential real estate marketplace that pairs sellers of dated or damaged properties with a pool of investors and buyers, serving as an intermediary for off-market transactions. The platform lists properties to about 2,600 qualified off-market buyers and claims sellers receive on average 10 offers within three days. Sundae provides property details including photos, floor plans, 3D walkthroughs and third-party inspection reports, and offers a $10,000 cash advance to sellers after an accepted offer and inspection. It monetizes by charging buyers in its investor marketplace a fee when it assigns them a property and recently launched a dedicated online investor marketplace. Since its August 2018 inception and January 2019 launch, the company expanded from four California markets to 14 markets across Florida, Colorado, Georgia, Texas and Utah and employs about 180 mostly remote staff. Sundae declined to disclose valuation or hard revenue figures but reported a 600% year-over-year revenue increase from June 2020 to June 2021 and has raised $135 million to date. Sundae operates an online marketplace for homeowners to list and sell dated, damaged, or financially urgent homes and for property investors to discover and buy those properties. The company provides services including property photography (using Matterport), pricing guidance, and $10,000 cash advances to sellers. Since launching its business in January 2019, Sundae has gone live in San Diego, Los Angeles, the Inland Empire, and Sacramento. Those markets have yielded an annualized gross merchandise value run rate of over $400 million. Sundae facilitates sales to third-party investors — the vast majority (more than 50% but less than 100%) of properties are purchased by investors — and sometimes buys properties itself. The company plans to use its growing dataset and the new funding to ramp up its team and expand the business. Sundae operates a residential real-estate marketplace that helps sellers of distressed property secure better prices through a streamlined process. The platform eliminates closing costs and agent fees and lets homeowners skip repairs, cleanings, and showings; it also offers a $10,000 cash advance before closing to assist with moving or other expenses. In addition to connecting sellers with buyers, Sundae purchases, renovates, and resells properties through its resale brokerage, Sundae Homes. Founded in August 2018 by Josh Stech and Andrew Swain, the company launched in January 2019 and today operates across Southern California. It maintains offices in San Francisco, Manhattan Beach and Atlanta. Sundae intends to use proceeds from its Series A to expand into new U.S. markets.

Participated · Series C · Apr 2021

Groq has repositioned itself from a semiconductor maker into a provider of AI inference compute infrastructure following the sale of most of its chip assets to Nvidia in late 2025. After that transaction Groq's previous leadership and a majority of its engineering team moved to Nvidia. The company currently operates a network of 13 data centers and plans to expand total capacity to roughly 200 megawatts by the end of 2027. Groq raised $650 million in the most recent financing led by Disruptive and Infinitum to fund that expansion. In September 2025 it previously raised $750 million at a $6.9 billion valuation with investors that included Samsung, Cisco and BlackRock. Groq is positioning itself to address growing demand for reliable, cost-efficient inference services for deployed AI models.