Participated · Series C · Aug 2026

Lumilens develops photonic connectivity solutions intended to connect thousands or hundreds of thousands of GPUs so they can operate as a single system, addressing the limits of copper-based scale-out networks. The team moved from founding to defining, qualifying and shipping its first product within about two years, and that product is deployed in a hyperscaler’s production AI data centers under a multi-billion-dollar agreement. Lumilens emerged from stealth concurrent with its announced raise of more than $900 million from a syndicate of venture and institutional investors. Management says the funding will support building out infrastructure and developing additional products on its roadmap. The company positions itself at the intersection of optics and AI infrastructure to overcome physical constraints on GPU-scale networking.

Led · Series C · Jun 2026

Beacon grows via a model of selectively acquiring mission-critical businesses and integrating them into a shared, AI-native operating platform. The company says it is acquiring businesses at a pace of roughly one per week and that its modernization approach produced more than +50% EBITDA growth over the last year. Beacon plans to use the new funding to accelerate development of its AI-native business operating system and to continue acquiring essential businesses. Beacon has expanded its executive team with Mark Schaaf joining as COO/CPO and Goutham Buchi as CTO and opened a San Francisco office. The company reported raising over half a billion dollars in the past year. The articles do not disclose founding year or a valuation.

Participated · Series B · May 2026

Exaforce develops an AI-driven security platform that uses autonomous agents called Exabots to analyze data and automate security operations. After two years of testing with design partners, the company launched its product commercially in Q4 of last year and has since added 20 customers, including Replit and Guardant Health. Exaforce introduced a natural-language query feature called "vibe hunting" to let security teams investigate potential attacks via simple hypotheses. The company claims its platform can reduce manual security tasks by as much as 90% and expects to reach 40 to 50 customers by year-end. Exaforce is a three-year-old startup with total funding of $200 million and a Series B valuation of $725 million, and it competes with startups like 7ai, Dropzone AI, and Prophet Security as well as incumbents such as Palo Alto Networks and CrowdStrike.

Led · Series C · Mar 2026

9fin combines proprietary data, analytics, and AI-driven workflows into a single platform aimed at credit professionals operating across loan, bond, and private credit markets. The company centralizes information that often resides in data rooms, emails, and PDFs to fuel its AI capabilities and speed up sourcing, analysis, and monitoring of debt opportunities. 9fin serves more than 300 banks, asset managers, law firms, and advisory firms and reports multiple consecutive years of 100% ARR growth and industry-leading retention. The firm is expanding its proprietary dataset and accelerating product development following its Series C. It is scaling its presence in the United States while maintaining offices in London, New York, Hong Kong, and Belfast. 9fin was founded by Steven Hunter and Hussam EL-Sheikh.

Participated · Series E · Feb 2026

Founded in 2016, Vestwell delivers a unified, modern savings infrastructure that integrates with payroll providers, benefits platforms, financial institutions, advisors and government agencies. Its cloud platform supports over 2 million active savers and administers more than $50 billion in assets, generating in excess of $200 million in annual recurring revenue while operating profitably. The company’s technology embeds savings at the point income is earned, offers multilingual experiences in 20+ languages, and is expanding AI-driven guidance and administration to personalize user interactions. Recent product extensions include workplace emergency savings, college savings, student-debt solutions, and ABLE accounts, all delivered through the same architecture. Vestwell is also rolling out more sophisticated, professionally managed investment options that tailor portfolios to long-term retirement income goals. Future plans center on broadening distribution channels, deepening AI-native capabilities, and expanding beyond retirement to close America’s $50 trillion savings gap.