Participated · Seed · Jul 2026

Agon develops a synthetic battle arena that enables defence companies, AI developers, and governments to rapidly develop, evaluate, and continuously improve autonomous capabilities at scale. The company positions itself as a provider of sovereign defence AI infrastructure for Europe. Agon emerged from stealth with a $30 million seed round led by Lakestar, which it will deploy toward building and scaling its infrastructure. The founding team includes Tristam Constant, Junaid Hussain, and David Helgason, and the broader team brings experience from firms such as Anduril, Applied Intuition, Google, Helsing, Palantir, Amazon, Unity, and Havok. Public reports do not disclose revenue, user metrics, or prior funding rounds.

Led · Series A · Jul 2026

Yope builds a social app centered on small, private "micro communities" where users share photos, videos, messages and soon play mini-games, with accounts private by default and no algorithmic feed. The company emphasizes an AI-native approach that uses AI for connection features and mini-games rather than content generation. Yope has nearly 15 million registered users who collectively share between 10 million and 20 million pieces of content daily, and the company reports that more than 50% of users open the app at least five days per week. Around 20% of active users have invited older family members to join, indicating cross-generational adoption. The current team is about 35 people, the product has been in its present form for roughly two years, and the company has undergone two prior pivots.

Participated · Series B · Jul 2026

CuspAI builds AI systems that search for and design new materials tailored to specified properties, serving customers including ASML and Meta. The company counts AI researchers Yann LeCun and Geoffrey Hinton as advisers. It plans to expand geographically across the US, APAC and Europe and to deploy an “AI Materials Foundry,” a global network of data, labs, compute and scientific expertise with founding partners such as Nvidia, Meta, Samsung and Hyundai and more than 40 other companies. Financially, CuspAI is a two-year-old startup that has raised over $670M to date, including a $450M Series B that values it at $2.6B. The firm says its platform addresses materials discovery bottlenecks across industries including energy, semiconductors, manufacturing, water treatment and carbon capture.

Participated · Seed · Jul 2026

MicroAGI develops Atlas, a platform that records demonstration data on factory lines to train control policies in simulation and then transfer those policies onto appropriate robots. The stack is designed to be hardware- and model-agnostic, allowing policies to run on different robot makers and model providers while streaming production data back to improve the fleet. The company targets large industrial manufacturers and positions deployment — not the robot hardware — as the primary constraint. MicroAGI has rapidly expanded its team and R&D footprint, notably growing its Greater Zurich Area research center from 10 to 100 researchers and hiring across Munich, Zurich, Istanbul and London. Founded roughly ten months before the announcement, the company closed a $55M seed round, the largest seed in German history, to fund scaling and deployments.

Led · Equity · May 2026

Blitzy builds an autonomous software development platform that reverse-engineers enterprise environments, constructs a persistent knowledge graph of codebases, and orchestrates thousands of agents in parallel to execute multi-week to multi-month development projects. The platform integrates state-of-the-art models from providers including Google, Anthropic, and OpenAI, running these models 100,000+ times on each run, and achieved a record 66.5% score on SWE-Bench Pro. Blitzy reports adoption across dozens of Global 2000 customers and says its platform can drive up to 5x engineering velocity for some large enterprises. The company has more than doubled headcount in the past six months and plans to expand its research team, scale go-to-market operations, and broaden partnerships—particularly in regulated sectors like government, financial services, and insurance. Financially, Blitzy raised $200 million in a growth round at a $1.4 billion valuation to fund these initiatives.