The Venture Codex

Participated · Series C · Aug 2026

Launched in 2020 and headquartered in Calgary, Helcim builds an end-to-end payments and software platform that includes point-of-sale, invoicing, online checkout, a smart terminal, and embedded payments tools for small and mid-sized businesses. The company reports more than 22,000 active merchants across North America, crossed CA$150 million in ARR, employs about 200 people, and is on track to process nearly CA$10 billion in annual payment volume. Helcim built its infrastructure in-house rather than reselling another processor, enabling volume-based interchange-plus pricing. In January 2026 it released an AI-powered Payment Extension to let merchants self-integrate Helcim's payments into existing software, and adoption has scaled quickly. The company intends to use its recent funding to further develop its payments platform, expand into additional financial services for merchants, and deepen partnerships with regional banks and credit unions.

Participated · Seed · May 2026

Clouted builds infrastructure to handle both the creation and distribution strategy for short video clips by coordinating a network of more than 100,000 gig creators to edit content and applying AI to determine ideal platforms and target audiences. Its system runs thousands of experiments—described internally as similar to penetration testing—to identify clipping and distribution approaches that trigger viral performance, and it uses continuous testing loops so campaigns become progressively more targeted and effective. The founder, Justin Banusing, first applied the technology to promote &Friends, a Manila-based festival that now draws over 20,000 attendees. Clouted positions itself against automated clipping competitors like Overlap AI while aiming toward the larger enterprise marketing infrastructure market exemplified by players such as CreatorIQ and Hightouch. The company completed a16z’s Speedrun accelerator in 2024 and is scaling its platform and creator network following its seed raise.

Participated · Seed · Sep 2025

MedSetGo builds software that uses artificial intelligence to help hospitals, health plans, and other providers seamlessly coordinate care after a patient is discharged. By replacing the current patchwork of fax machines and phone calls, the platform matches patients to appropriate post-acute services and automates scheduling, documentation, and follow-up. The company emphasizes reducing clinician workload while improving patient outcomes and operational efficiency across the care journey. Its product traction across hospitals, health plans, and service providers attracted early investor confidence. Financially, MedSetGo has now raised a total of at least $2.4 million, with the latest seed round coming in oversubscribed by 20%. The fresh capital will be used to scale engineering, data science, and commercialization teams and to accelerate product development. Headquartered in San Francisco, the startup positions itself as critical infrastructure for modern care navigation. While revenue or user numbers have not been disclosed, investor commentary highlights strong early adoption within the post-acute ecosystem.

Participated · Series A · Oct 2024

Genmo’s flagship product is Mochi 1, an open-source text-to-video model released as a research preview under the Apache 2.0 license. Mochi 1 is a 10-billion-parameter model built on Genmo’s Asymmetric Diffusion Transformer (AsymmDiT) architecture and uses a video VAE to compress data; the company publishes full weights and code on Hugging Face and offers a hosted playground. The current preview supports 480p output and claims strong prompt adherence and high-fidelity motion, with a Mochi 1 HD (720p) version expected later this year. Running the full model locally requires at least four Nvidia H100 GPUs. Genmo emphasizes motion quality and plans to add image-to-video synthesis and improved controllability, with a long-term vision of powering simulators for robotics and autonomous systems. The company is actively hiring researchers and engineers as it advances the model and ecosystem.

Participated · Seed · Aug 2024

AmorSui is a modern personal protective equipment (PPE) brand focused on making PPE more sustainable, inclusive, and affordable while protecting people and the planet. The company was founded by Ph.D. chemist Beau Wangtrakuldee after a chemical‑spill incident where her PPE failed, motivating her to design better protection. AmorSui develops reusable products that are 100% recyclable at end of life, pioneers longer‑lasting textiles, and operates a take‑back program. The company also runs a marketplace model that connects hospitals, labs, and governments with high‑quality, eco‑friendly protective products. Future plans include accelerating product innovation, expanding market presence, and developing an AI‑integrated net‑zero medical supply marketplace. AmorSui intends to grow brand awareness through community initiatives and retail partnerships and to expand its enterprise sales team to meet rising corporate demand for sustainable medical supplies.