Participated · Equity · Jul 2026

THEA is developing Thea Network, a programmable settlement system designed to coordinate requests, payments and verification for AI services across applications and agents. The network architecture combines partitioned off-chain computation for scalability with anchoring on Solana and zero-knowledge proofs to provide on-chain integrity and verifiable settlement. THEA intends to enable programmatic payment channels and tokenization to reduce operational complexity for machine-to-machine payments and distributed business models. The company plans to connect specialized AI models, people and agents through infrastructure for request settlement and service payment. Financially, THEA has just raised $8 million in strategic funding to advance its infrastructure; the company has stated it currently does not have a token and has not announced any ICO.

Participated · Seed · Jul 2026

Adjacent builds data-driven prediction market indices and independent third-party event contracts. The company recently launched RED and BLUE U.S. election index series. Adjacent plans to expand its index coverage to global elections, finance, economics and other areas. In July 2026 it raised $2.5 million in a Pre-Seed round to fund that expansion. Identified investors in the round include Night Capital, VanEck, UFO Holdings, Maven11 and DCG. The company markets its products via its site at https://adjacent.markets.

Participated · Seed · Jun 2026

Polysights is an AI-powered platform that gives users and institutions tools for wallet clustering, anomaly detection, and strategy analysis across prediction markets. It combines over 30 custom metrics, advanced filtering, AI market summaries, and real-time news feeds to help users identify market trends and trading opportunities. One of its flagship tools is an Insider Finder, which flags potential insiders on Polymarket with direct knowledge of events before they're publicly announced — a signal that followers have used to mirror trades. The company was founded by Tre Upshaw, a 29-year-old former memecoin trader from Canada, and has amassed 24,000 users. Polysights raised a pre-seed SAFE funding round backed by YZi Labs, Maven11, Varys Capital, Contribution Capital, and Edge Ventures, with the round totaling $1.5 million. The platform also has backing from Polymarket, Predict.fun, and Underdog Fantasy. The team graduated from YZi Labs' EASY Residency Season 3 incubator.

Led · Series A · Jun 2026

Range Labs offers a single real-time platform that unifies wallets, custodians, bank accounts, and exchanges while providing risk and compliance controls that screen transactions before money moves. The company positions its product as closing the gap between instant stablecoin settlement and slower, business-day treasury and compliance logic. Range reports protecting over $30B in assets under management and tracking 99.41% of stablecoin payments across 200+ networks, supported by more than 10,000 integrations with banks, custodians, and wallets. The newly raised Series A will be used to advance the financial control layer for companies operating across stablecoin, digital asset, and fiat rails. Range has attracted both fintech and crypto venture investors to support its growth.

Led · Seed · Apr 2026

3F is a protocol built on Morpho that automates the construction of leveraged positions in tokenized real-world assets by coordinating bridge financing, posting acquired assets as collateral, and borrowing stablecoins to complete positions within a single settlement cycle. It abstracts the looping process required to build leveraged exposure, reducing operational complexity and settlement risk for users. 3F plans to initially support JAAA, a tokenized AAA CLO fund from Anemoy sub-managed by Janus Henderson and tokenized by Centrifuge. The company generates revenue through management fees on deployed capital and performance fees on leveraged returns. 3F currently operates with a team of six and intends to hire across credit underwriting, technology, and security as it moves toward private beta and a broader launch in the second quarter. The team has publicly acknowledged leverage-related risks including spread compression, settlement delays, smart contract and regulatory risks, and exposure to underlying credit events.