Participated · Convertible Note · Jul 2026

Founded in 2023 by CEO Maro Gil, SAZO develops agentic AI infrastructure to automate key processes in cross-border shopping, including shipping fee and customs duty prediction, translation, local pricing, payment, and customs clearance. The company reports approximately 95% accuracy in predicting shipping fees, customs duties, and service charges. SAZO currently operates services connecting Korea, the United States, and Japan and has seen monthly transaction volume grow roughly sevenfold over the past six months on its Korea-Japan service. It has secured partnerships with platforms including Mercari, Rakuten, and Bungaejangter. In 2025 SAZO received a strategic investment from Japan Post Capital, and the company says it will expand into additional markets and deepen partnerships with brands and platforms while hiring to support growth. SAZO's aim is to provide a cross-border purchase experience comparable to domestic online shopping by connecting local platforms with logistics and payment infrastructure across countries.

Participated · Debt Financing · Jul 2026

Nscale builds and operates vertically integrated AI data centers, controlling everything from renewable energy sourcing and facility construction to the compute stack and orchestration layer. Backed by Nvidia, the company is developing ‘Stargate Norway,’ an installation targeting 100,000 Nvidia GPUs by the end of 2026 with OpenAI as an initial customer. In October it also partnered with Microsoft and Dell to deploy roughly 200,000 Nvidia GPUs across four data centers in Europe and the U.S. The firm positions itself as a low-cost, green alternative for AI compute, pledging to reuse waste heat and invest in local skills and infrastructure. Its latest funding round values the company at $14.6 billion, placing it among Europe’s few AI decacorns. Nscale plans to use the new capital to accelerate build-outs in Europe, North America and Asia while expanding its engineering and operations teams. The company has hinted at a possible IPO as early as this year to further bolster its capital base. High-profile board appointments—including Sheryl Sandberg, Susan Decker and Nick Clegg—underscore its growing prominence.

Led · Debt Financing · Apr 2026

Cerebras Systems designs and sells what it describes as the fastest AI infrastructure in the world, centered on its Wafer-Scale Engine 3 (WSE-3) processor. The company states the WSE-3 is the largest commercialized AI processor, 58 times larger than the largest GPU, delivering inference and training up to 15 times faster while using a fraction of the power per unit compute. Cerebras offers solutions both on premises and in the cloud and reports deployments with leading corporations, research institutes, and governments across four continents. Financially, the company completed a $1 billion Series G in September 2025 and a $1 billion Series H in January 2026, and has now secured an $850 million revolving credit facility, bringing total capital raised to $2.85 billion in the last eight months. The company intends to use the new credit facility to expand data center capacity and support its growth plans.

Participated · Debt Financing · Feb 2026

Founded in 2015 and headquartered in Boston, Massachusetts, Lendbuzz leverages artificial intelligence and machine learning to evaluate non-traditional data and extend vehicle loans to borrowers who are often overlooked by conventional credit models. Its platform processes large data sets to more accurately predict a consumer’s credit profile, benefiting both consumers—through expanded credit access—and auto dealerships via increased sales. Since launching its asset-backed securitization (ABS) program in late 2021, the company has completed more than $2.4 billion of publicly syndicated ABS transactions across eleven deals, providing diversified funding for continued loan origination. Lendbuzz structures these securitizations around pools of loans secured by new and used cars, light trucks, and vans. The firm’s growing investor interest underscores market confidence in its underwriting technology and loan performance. By expanding its capital base through repeated ABS issuance, Lendbuzz aims to scale its mission of fair credit access for millions of potential car buyers.

Participated · Debt Financing · Nov 2025

Founded in 2020 and led by CEO Nathan Ough, VoltaGrid is a Houston-based advanced energy management and generation company providing behind-the-meter generation, portable power, CNG fuel supply, infrastructure, and energy management services. Its customers include data centers, AI infrastructure, utilities, and industrial clients across North America and beyond. The company reports an order book of roughly 7.5 GW through 2030. VoltaGrid plans to expand deployment and strengthen supply-chain and manufacturing capabilities following its announced acquisition of Propell Energy Technology Ltd., which adds about 1,000 employees and experience in reciprocating engines and turbine technologies. The recent $1.0 billion strategic equity investment is intended to accelerate those deployments and reduce execution risk on its projects.