Participated · Equity · Aug 2026

Valar Atomics is developing advanced nuclear reactors intended for scalable deployment and is pursuing clusters of small reactors—sometimes called "gigasites"—to serve high-demand users such as data centers and manufacturing. Founded in 2023 and based in California, the company is also exploring applications beyond grid electricity, including producing synthetic fuels and supplying industrial heat. Its technology and commercial approach target energy-intensive industries and the growing electricity needs driven by AI infrastructure. Financially, Valar recently raised approximately $450 million (about $340 million equity and $110 million debt) at a reported $2 billion valuation, following a prior $130 million raise in 2025. The company is backed by defense-tech investors including Palmer Luckey and Shyam Sankar.

Participated · Series A · Jun 2026

Jota provides a conversational assistant that helps entrepreneurs manage finances by understanding text, audio and photos within WhatsApp and its own app. The product automates categorization of expenses, controls payments, records receivables, issues reminders, and produces proactive financial insights. With the launch of Jota 2.0 the company moved from a reactive responder to an agent that anticipates needs, reporting engagement up to five times that of the prior version in tests. Since its seed round the company has grown to about 300,000 customers and approximately R$3.5 billion in annualized transacted volume. Jota plans to use proceeds from its Series A to accelerate AI infrastructure development and expand assistant functionalities, including studying contextual credit offerings at the moment customers need liquidity. The company emphasizes serving entrepreneurs who manage finances conversationally rather than through spreadsheets or separate banking apps.

Participated · Series B · Jun 2026

Warp is an AI-native HCM and workforce operations platform engineered to autonomously register tax accounts, file multi-state compliance returns, resolve agency notices, and provision or deprovision corporate IT devices and software. The company is led by its founding executive team and is based in New York City. Warp recently doubled its annualized recurring revenue (ARR) in Q1 and is on track to process more than $2 billion in total annual payroll volume for enterprise clients and fast-growing AI startups such as Bland AI, Serval and Campfire. The company plans to expand its automated tax and compliance infrastructure and deepen its AI agent capabilities. Warp also intends to grow its in-person workforce in New York from about 50 employees to roughly 200 over the next year. Its recent Series B brings total funding to $85 million, supporting these product and headcount plans.

Participated · Seed · May 2026

RadixArk is a spin-out from UC Berkeley that maintains SGLang, an open-source engine designed to make the inference phase of large language models markedly faster and cheaper. The platform is already in use by teams at xAI and Cursor to boost training and real-time inference performance. Building on this foundation, RadixArk will keep SGLang free while offering paid cloud hosting and releasing new products such as Miles, a reinforcement-learning framework that helps models improve over time. The effort began in 2023 under Databricks co-founder Ion Stoica and has now transitioned into an independent commercial entity. Although much of its software remains open source, the company has introduced revenue-generating hosting services to capitalize on enterprise demand for AI infrastructure. RadixArk’s latest fundraising values the firm at roughly $400 million, giving it resources to expand product development and go-to-market efforts.

Participated · Equity · Apr 2026

TextQL builds agentic analytics software that lets enterprises query messy, fragmented data environments without requiring large-scale migrations, operating across on-prem systems and cloud data warehouses while respecting existing permissions. The company has focused engineering efforts on reinventing role-based access control across heterogeneous systems and creating runtime concepts to scale to complex Fortune 50 data ecosystems. Since its most recent financing, TextQL reports 9x year-over-year revenue growth and has booked consecutive six-figure contracts for six weeks running. Deployments include Blackstone, Scale, Dropbox, and a growing list of G2000 enterprises. The company positions itself as the interface between executives and enterprise data and plans to use the funding to further develop its agentic analytics capabilities and scale deployments.