Participated · Series B · Aug 2026

Heaviside Industries develops multi-domain autonomous precision munitions for air, land and sea platforms. Founded in 2024, the company operated in stealth for more than two years before emerging with its Series A. Heaviside has a team of over 50 engineers and operators and maintains offices in Los Angeles and Oslo. It has a roster of U.S. and allied customers and is led by CEO Phillip Walker. The company plans initial deployments of aerial and underwater munitions platforms. Financially, Heaviside announced a $28M Series A led by Interlagos to accelerate development, production and delivery of its systems.

Participated · Series A · Jun 2026

General Intuition builds a single agentic model that learns spatial-temporal reasoning from hundreds of millions of hours of gameplay and associated action labels provided via Medal. The company uses a frame-by-frame generated world model as a training environment and has demonstrated transfer from gameplay to simulation to physical embodiments such as a quadruped robot and drones. It has a handful of customers in gaming, simulation, and robotics and is pursuing a data flywheel strategy that prioritizes partners capable of providing diverse real-world data. General Intuition recently launched Nerve, a jobs marketplace that lets gamers earn money through tasks like data labeling and robot teleoperation. The firm emphasizes ethical limits on use—declining lethal autonomy—and plans to broaden access to its models via a public API by the end of the summer. Financially, the company has raised $454 million in disclosed funding after the latest $320 million round and is directing most new capital toward scaling compute infrastructure.

Participated · Series H · Jun 2026

Airwallex offers an AI-native financial operating system and a suite of regulated financial infrastructure products, including payment acceptance, billing, global accounts, corporate cards, and spend management. The company holds 85+ licenses across North America, Europe, the Middle East, and Asia-Pacific and serves more than 676,000 businesses worldwide, directly or through platform partners. Airwallex reported $1.3 billion in annualized revenue and $287 billion in annualized transaction volume as of March 2026, with more than 90% of revenue coming from customers using multiple products. It is rolling out two new initiatives—T:0, an end-to-end AI-native finance platform currently in private beta, and Airi, a consumer wallet and agentic commerce infrastructure. The company plans to use recent funding to accelerate product development, expand its regulatory and infrastructure footprint, and scale teams to build next-generation AI-native financial software. Airwallex was founded in Melbourne in 2015 and is co-headquartered in San Francisco and Singapore, with over 2,300 employees across 27 offices.

Participated · Series C · Jun 2026

Founded in 2013, NinjaOne offers a cloud-native platform that unifies remote monitoring, automated patch management, endpoint security, and data backup to manage laptops, servers, mobile devices, and cloud endpoints from a single dashboard. The platform manages millions of endpoints for over 24,000 customers globally, including Nvidia, Lyft, HelloFresh, Porsche, Cintas, and Vimeo. The company completed a $262M acquisition of Dropsuite to expand its cloud backup and data protection capabilities. NinjaOne is founder-led, carries no debt, and its founders retain majority equity and control. With proceeds from its latest financing, the company plans to accelerate R&D into autonomous endpoint management, automated vulnerability remediation, and AI-assisted helpdesk features. The article positions NinjaOne as competing against legacy incumbents like Kaseya and N-able and adjacent players such as JumpCloud and Atera.

Participated · Series B · May 2026

Pivot offers an AI operating system for enterprise procurement and finance teams that centralizes sourcing, approvals, purchasing, invoicing, payments, budgets, expenses and reporting. The platform integrates with ERP and financial systems and supports complex multi-entity environments to provide real-time visibility into committed spending. Pivot emphasizes AI-driven workflow automation and agentic AI to shift manual procurement tasks to automated processes while preserving financial controls and reporting accuracy. Since launching in 2023, the company has expanded to more than 25 countries and processes approximately $3 billion in invoices annually. Customers named by the company include DoorDash, Lemonade and Flix. Pivot plans to use new funding to accelerate agentic AI development, deepen ERP integrations and expand into additional enterprise markets.