Participated · Series B · Aug 2026

Higgsfield builds an AI-driven platform for generating and iterating short-form video, emphasizing workflows that let users repeatedly rework clips rather than producing one finished asset. The company publicly launched in 2025 and has grown to more than 15 million users across 240 countries. Its business has shifted toward enterprise marketing customers, which now comprise the majority of revenue after moving from under a quarter earlier in 2025. Higgsfield reported annualised revenue of $500 million, up from roughly $200 million at the end of 2025. The team was founded in 2023 by Alex Mashrabov—who previously sold AI Factory to Snap and led generative AI there—alongside CTO Yerzat Dulat and co-founder Mahi de Silva. Management says future investment will prioritize enterprise product development, security, and scaling compute capacity to meet video-generation demand.

Participated · Series C · May 2026

XBOW provides an autonomous offensive security platform that combines AI reasoning with offensive security workflows to run continuous, automated tests that find and exploit vulnerabilities and validate exploitability at machine speed. The platform is positioned to reduce validation backlogs by producing validated findings with a low false-positive rate and to confirm findings surfaced by other security tools. XBOW serves more than 100 customers worldwide, including strategic investors and industry names like Moderna and Seznam, and recently surpassed 250 employees as it scales. The company emphasizes enabling security teams to operate proactively and continuously to keep pace with AI-driven attackers. Its near-term plans include accelerating global expansion and expanding distribution and partner channels, particularly in the Asia Pacific region via DNX Ventures and Samsung as a preferred reseller in South Korea. The company announced the additional Series C financing to fuel these go-to-market, engineering, and operations growth initiatives.

Participated · Series C · Nov 2024

Enfabrica builds high-performance networking silicon and software for AI and accelerated computing, centered on its Accelerated Compute Fabric (ACF) SuperNIC. The company’s ACF SuperNIC delivers multi-port 800‑Gigabit‑Ethernet connectivity to GPU servers and claims four times the bandwidth and multipath resiliency of other GPU-attached NIC products. Enfabrica announced a 3.2 Terabit/sec ACF SuperNIC chip and said initial quantities and pilot systems will be available in Q1 2025 and are commercially orderable. To support that rollout, Enfabrica raised $115 million in an oversubscribed Series C equity financing led by Spark Capital. The company plans to use the funds to drive the volume production ramp of the ACF SuperNIC, scale its global R&D team, and expand next-generation product development. Investors in the round include strategic and corporate backers such as Arm, Cisco Investments, Maverick Silicon, Samsung Catalyst Fund and VentureTech Alliance alongside existing venture investors. Enfabrica develops networking silicon and systems aimed at addressing I/O, memory movement and networking bottlenecks for parallel AI workloads. Its flagship product, the Accelerated Compute Fabric Switch (ACF-S), delivers multi-terabit-per-second data movement between GPUs, CPUs and accelerators and uses standards-based interfaces to scale to tens of thousands of nodes. Enfabrica says the ACF-S can reduce GPU compute for large language models (along the lines of Llama 2) by around 50% at the same performance point and eliminates the need for disparate server I/O and networking chips. The company plans to deploy the new funding to support R&D, production, operations and to expand engineering, sales, marketing and go-to-market efforts. Enfabrica began its journey in 2020, emerged from stealth in 2023, and is based in Mountain View with just over 100 employees across North America, Europe and India. Leadership includes co-founder and CEO Rochan Sankar and chief development officer Shrijeet Mukherjee, and the product is positioned as agnostic to processor vendor to avoid proprietary lock-in.

Participated · Equity · Jul 2024

Arrcus develops the Arrcus Connected Edge (ACE) networking platform, a distributed microservices routing and switching solution designed for core, edge, and multi-cloud environments. ACE is modular, fully programmable, high-performance and scalable, and is deployable on DPUs, merchant silicon, and general compute. The platform leverages NVIDIA BlueField DPUs to offload, accelerate, and isolate compute-intensive networking applications such as security and traffic engineering, which the company says helps improve utilization and power efficiency for GenAI and other workloads. Arrcus reports success with leading Fortune 500 and Global 2000 customers and targets use cases across datacenter, 5G/telecom access and transport, edge deployments, and hybrid multi-cloud connectivity. The company highlights traction in telecom, financial services, and industrial verticals and says it will expand platform support and accelerate growth with new investment. Arrcus is headquartered in San Jose, Calif. Arrcus builds software-driven networking solutions, including the Arrcus Connected Edge (ACE) platform, the ArcOS network operating system, and the ArcIQ analytics solution. Its products target core, 5G/edge and multi-cloud routing and switching for enterprise and service-provider use cases, with adoption by Fortune 500 and Global 2000 customers. The company says its solutions deliver cost-effective, scalable and reliable networks and aims to accelerate growth and expand market reach through strategic partnerships. Recent messaging highlights positioning as foundational infrastructure for the AI era and enabling new network service creation. Arrcus reports 100%+ CAGR business growth and previously raised $50M in a round led by Prosperity7 Ventures. The company is headquartered in San Jose, Calif. Arrcus offers a software alternative (ArcOS) that runs on generic routers to deliver routing, switching and programmability without incumbent hardware. Its ArcOS platform targets carriers and large enterprises seeking lower-cost, more flexible network architectures. The company plans to expand into 5G, multi-cloud networking and data center switching and to add more customers. Arrcus says its approach can deliver roughly 30–40% cost reductions versus legacy equipment. CEO Shekar Ayyar said the business grew strongly last year, with revenues up 100%. The company has raised $126 million to date and is now valued at $400 million. Arrcus develops ArcOS, a networking operating system designed to run on unbranded white-box switches and provide flexible, software-driven networking management. The company partners with white-box manufacturers and offers combinations of hardware and software depending on customer requirements. Arrcus launched in 2016 and has grown to 50 employees. It reports double-digit paying customers and more than 20 prospects in various stages of proofs of concept. With the new funding the company expects to double headcount in the next six to nine months. Arrcus has raised a total of $49M to date and says its goal is to compete with incumbents such as Cisco, Arista and Juniper. Arrcus launched from stealth and released ArcOS, an independent, hardware-agnostic network operating system designed to run across physical, virtual and cloud network environments. ArcOS emphasizes a modular microservices architecture, a hyper-performance resilient control plane, a Dataplane Adaptation Layer (DPAL), data-model driven telemetry, and consistent YANG/OpenConfig APIs for programmability. The product targets use cases including spine-leaf Clos fabrics for data centers, internet peering for CDNs and ISPs, resilient host routing, and massively scalable route-reflector clusters. Arrcus has positioned ArcOS to be ported to leading merchant silicon, including Broadcom’s StrataDNX Jericho+ and StrataXGS Trident 3, and with Jericho+ supports the full BGP internet routing table. The company cites partnerships and OEM engagement with firms such as Broadcom, StackPath, Celestica, Delta Electronics, Quanta/QCT and Edgecore to enable deployment and go-to-market. Financially, Arrcus announced a $15 million Series A financing as it brings its first product to market and scales commercial adoption.

Participated · Series B · May 2024

Bolster detects, takes down, and monitors phishing, fraud, and scam activity across the web, social media, app stores, and the dark web. Its core product delivers multi-channel phishing protection by rendering verdicts within milliseconds using large language models (LLMs) and a large structured phishing dataset. Since 2017 the company has trained models on over 100TB of structured data including URLs, domains, natural language text, and emails. Bolster created CheckPhish in 2018, a phish and scam detection site with over 20% of the Fortune 500 registered as users. The company plans to use the new funding to invest in GTM initiatives prioritizing executive monitoring, business email compromise (BEC) attack detection and takedown, and threat-hunting automation. The Series B increases Bolster's funding base and supports scaling of its detection and takedown capabilities. Bolster provides an automated platform purpose-built to detect, monitor, and take down fraudsters on the Internet. Its solution covers the web, social media, app stores and the dark web to combat fraudulent sites and content. Led by CEO Abhishek Dubey and based in Los Altos, California, the company focuses on efficient, scalable digital risk protection. Bolster announced a $15M financing and intends to use the funds to accelerate growth. The company also added two new board members as part of the financing: Shirish Sathaye (General Partner at Cervin) and Manoj Apte (security industry veteran and former Chief Strategy Officer at Zscaler). RedMarlin provides a comprehensive fraud-prevention platform that uses deep learning and computer vision to detect counterfeit websites, fraudulent products, emails, and social media. The platform offers real-time monitoring, automated detection and immediate takedown of fraudulent sites and products, and integrates into existing systems. RedMarlin serves dozens of industries including retail, healthcare, pharma, and cryptocurrency. The company also publishes CheckPhish.ai, a free open-source community tool for security researchers and incident responders to get real-time detection on fraudulent links. RedMarlin plans to use the new funding to grow engineering and sales teams and to further develop its go-to-market strategy to reach new customers and industries. Its current financing event is a $10M Series A announced in May 2019.