Participated · Series A · Jun 2026

Niural provides an AI-native platform that automates global payroll, benefits, payments, and compliance, serving businesses in more than 150 countries. The company operates regulated financial and compliance infrastructure, including proprietary tax engines and regulated money movement capabilities, and runs payroll and payments globally. Since launching a master medical partnership with Aetna in April 2026, Niural said it crossed $200 million in annualized gross revenue on its PEO product and moves billions of dollars in global transaction volume for customers such as Rillet, Sevaro, ConductorOne, and Polygon. Institutional partnerships include Aetna, Guardian, and Kaiser. Niural also built EMMA, an executional AI coworker, and has launched Niural AI Labs to develop long-horizon, production-grade agents for high-stakes work. The company intends for research and breakthroughs from the Lab to feed back into its product to increase automation, reduce manual handoffs, and strengthen compliance.

Participated · Series E · May 2026

Sigma is built on the cloud data warehouse and provides a governed workspace that supports a spreadsheet interface, SQL, Python, and native AI to let teams explore live data, build applications, and automate workflows without moving data. The company emphasizes secure, warehouse-native architecture and has launched products including Sigma Agents (no-code agents), Sigma Assistant (an AI copilot), Sigma Data Modeling Skills for AI Agents, and the Sigma MCP Server for governed answers into AI chat assistants. Sigma reported strong financial momentum, surpassing $200 million in ARR in April 2026, achieving 100%+ year-over-year growth in the latest fiscal year, and adding over 1.1 million new active users in that period. It serves more than 2,000 customers worldwide, including large enterprises and AI innovators. The announcement originated from Sigma's San Francisco office and framed the company as driving adoption of agentic analytics and AI workflows while emphasizing governance, reliability, and security.

Participated · Series D · Jun 2025

Halter makes solar-powered smart collars that let farmers herd cattle remotely using sounds and vibrations and that create virtual fences. Each collar monitors digestion, fertility cycles and health in real time, and the company’s machine-learning models are trained on data from hundreds of thousands of cows. Halter’s system, branded “Cowgorithm,” is used on more than 5,000 farms and has helped customers lay out over 11,000 miles of virtual fences, with reported savings of about $220 million on physical fencing. Farmers pay $5–$8 per animal per month for the service. The company was founded in 2016 in Auckland by Craig Piggott, a former Rocket Lab engineer, and has opened a Colorado office to support U.S. operations. Halter positions its scale and data advantage as a competitive moat versus rivals in virtual-fence technology.

Led · Series E · Jun 2025

Founded in 2014 and headquartered in Boston with roots in Israel, Coralogix provides a platform that collects and analyzes operational data—logs, metrics, and traces—to detect outages, investigate incidents, and optimize applications. Its platform is used by more than 5,000 customers worldwide, including IBM, Tradeweb, and JFrog, and the company employs over 600 people globally. Coralogix grew revenue more than 60% over the past year, surpassed $100 million in annualized revenue more than a year ago, and counts roughly 30 customers spending over $1 million annually. The company competes in observability with vendors such as Datadog, New Relic, and Splunk and is embedding AI into monitoring and incident-response workflows, notably through its AI agent Olly; more than half of enterprise customers now use Olly or their own AI models to query operational data. Coralogix plans to invest further in AI-focused products, security, and international expansion while working toward profitability in the coming years.

Participated · Series E · May 2025

Stord provides a vertically integrated commerce stack combining fulfillment network operations, software, and applied AI to help independent brands deliver faster, more reliable consumer experiences. The company operates nearly 100 fulfillment facilities, serves over 1,000 customers, and processes more than $15 billion in annual GMV. Stord has grown rapidly—approximately 10x revenue over the past four years—and reports its software business tripled in 2025 with new bookings more than doubling quarter over quarter in Q1 2026. The company employs over 4,000 people with more than 200 dedicated to software engineering, product, data science, and physical infrastructure, and has completed eight acquisitions. Stord is investing the proceeds of its Series F to deepen its work on physical intelligence, launching Stord Labs to develop and validate agentic AI, robotics, and advanced automation on live operational data before scaling those innovations across its network.