Participated · Series C · Aug 2026

HappyRobot builds a vertical AI platform of production-ready agents that automate operational tasks across logistics, freight, and customer support. Its agents handle end-to-end work across phone, email, chat, document parsing, web browsing, and backend data entry, combining transcription, LLMs, voice generation, OCR, and browser automation. The platform integrates with TMS, ERP, CRM and other enterprise systems and is already used in production to negotiate shipping rates, book appointments, collect payments, recruit staff, and provide stakeholder updates. Founded in 2023 in Spain, the company emphasizes domain-specific agents tailored to messy, fragmented operational workflows rather than general-purpose copilots. HappyRobot plans to use new funding to expand hiring across engineering, go-to-market, and forward-deployed engineering teams who work on-site with clients to tailor and maintain AI workflows. Its rise is driven by labour shortages, rising operational complexity, and the inefficiencies of fragmented software stacks. HappyRobot builds an agentic AI conversational platform that automates complex logistics communications—handling inbound and outbound calls, carrier negotiations, data capture, load updates, scheduling, and payment-status inquiries. The platform integrates with existing systems to provide real-time analytics, intent detection, and 24/7 operational support. Customers report the AI agents have halved call times and reduced operational costs by roughly one third; by August the system had completed over 100,000 AI-driven calls and the company expects ten times that next year. HappyRobot’s agents answer calls 24/7 with no hold time, enabling human staff to focus on higher-value work. Notable customers include Flexport, Job&Talent, Spot Inc., Syfan Logistics, Best Bay Logistics, and Circle Logistics. The company says it will use new funding to accelerate product development and expand and support its customer base to transform logistics operations.

Participated · Series F · Jul 2026

ThreatLocker provides a Zero Trust cybersecurity platform that enforces allowlisting, Ringfencing™, and controls for network and cloud access to prevent known and unknown threats. The company reports protecting more than 70,000 organizations worldwide and has expanded its international footprint with offices in Orlando, Dublin, Dubai, and Brisbane, and plans to open a Reading, U.K. office. Its platform has been extended to cover Zero Trust Network Access and Zero Trust Cloud Access from a single dashboard. ThreatLocker plans to invest the new capital in AI-related security controls, further platform development, and continued international growth. The company has been recognized on the Inc. 5000 list for two consecutive years. Recent investors in the business include Elephant, D. E. Shaw Ventures, Arthur Ventures, and Koch Disruptive Technologies following prior investment by Elephant.

Led · Series C · Jun 2026

Orderful builds AI-powered software to simplify EDI and other supply-chain data workflows, including a core platform called Mosaic that accelerates partner onboarding and auto-adjusts to retailer formatting changes. It also offers Pixel, a web console for exchanging EDI documents across multiple partners and converting natural language input into EDI, plus a tool that auto-generates retailer-compliant shipping labels. Orderful claims its tools have processed more than 6 billion EDI transactions and can reduce partner onboarding time by a factor of 10, lowering associated costs and penalties. Financially, the company has raised $35M in a Series C announced in this report, bringing total outside funding to $85M. With the new funding, Orderful plans to prioritize feature development to add monitoring and automation capabilities for retailers' supply chains.

Led · Seed · Dec 2025

Lucidean builds CohZero™, a coherent-lite optical interconnect architecture that offers coherent-class reach and bandwidth while operating within the cost and power envelopes of traditional intensity-modulation direct-detection (IMDD) systems. The platform is designed to slot into existing IMDD ecosystems—leveraging widely available lasers, simplified DSPs, and standard pluggable module architectures—so hyperscale data centers can scale to multi-terabit performance without a disruptive physical-layer overhaul. Lucidean is currently engineering 3.2 Tbps and 6.4 Tbps transceivers aimed at AI-driven fabrics and data-center interconnects. Following an $18 million Seed round, the company plans to expand R&D, validate CohZero™ performance, and accelerate productization. The capital will also support hiring as the team moves hardware toward commercial readiness. Industry veteran Dr. James Raring has joined as CEO, bringing more than 300 patents and deep experience in photonics commercialization. The company’s financial resources now position it to demonstrate its value proposition and pursue market entry, though no revenue or deployment metrics were disclosed.

Participated · Series D · Dec 2025

Blue Current is a battery technology company focused on commercializing silicon solid-state batteries that eliminate flammable liquid electrolytes. Its platform pairs earth-abundant silicon and elastic polymer anodes with fully dry electrolytes, yielding improved energy density, faster charge rates, inherent safety, and operation at low pressures. The design can be manufactured on existing lithium-ion battery equipment, positioning the product for cost-effective, domestic scale-up across electric mobility and stationary storage markets. After more than a decade of research and development, the company operates from a headquarters and pilot line facility in Hayward, California. With safety as a guiding principle, Blue Current’s batteries aim to reduce fire risk while extending cycle life and charging performance. The newly raised capital moves the firm into a full commercialization phase, enabling multiple high-value use cases across energy-reliant industries.