Participated · Series A · Aug 2026

Sapiom provides infrastructure to operate AI agents in production, focusing on routing execution across models, compute, tools and services to optimize for cost, quality, latency, reliability and policy. Its product suite includes Sapiom Router for model selection, Sapiom Agent Studio for local development and deployment with codebase context, and Sapiom Runtime for managed execution with access controls, routing, recovery and step-level visibility. The company emphasizes reducing the cost of agent execution and enforcing budgets, permissions, and audit trails at runtime. Since launching six months ago the platform has processed over 270 million transactions and runs more than 100,000 agent executions per day, and customers have reported substantial inference cost savings. Founded in San Francisco in 2025, Sapiom has raised $50 million to date and operates its own inference capacity while expanding its team across engineering, ML, GTM and DevRel.

Participated · Seed · Jul 2026

Bloom Security offers a platform that surfaces every tool, browser extension, agent, and code package running on an endpoint and provides contextual analysis of how each interacts with data and systems. The platform assesses supply-chain risk and configurations to measure exposure and enables teams to block risky installs, enforce secure configurations, and remediate risks without manual approval workflows. The company says its product addresses gaps in traditional endpoint detection and response solutions that were built for malware rather than modern, agentic software ecosystems. Bloom is already deployed at dozens of large enterprises across the United States and Europe and employs roughly 30 people. Its founding team previously held engineering and research leadership roles at Palo Alto Networks, Dig Security, and Demisto.

Participated · Series A · Mar 2026

Variance provides an agentic AI platform that models investigative workflows using a proprietary context engine and data lake to reason over fragmented enterprise data and return auditable decisions. Its agents automate KYC, KYB, AML, transaction monitoring, fraud detection, and investigations, reportedly processing more than 70 million context signals per day and executing approximately 300,000 automated enforcement actions across customer environments. The platform connects to over 150 global registries, sanctions lists, court dockets, adverse media sources, and identity verification services and supports on-premise and air-gapped deployments with customer-managed encryption keys and field-level controls. Variance says its agents have reduced multi-week investigations to minutes for large retailers and Fortune 500 customers and achieved human-level precision replacing manual review queues in some deployments. Founded in 2023 by Karine Mellata and Michael Lin, the team draws on experience from Apple’s fraud engineering and algorithmic risk group. The company is focused on expanding infrastructure and enterprise adoption as it scales.

Participated · Series A · Mar 2026

Knox operates the largest managed federal cloud and a multi-cloud federal boundary across AWS, Azure, and Google Cloud to enable SaaS vendors to obtain FedRAMP authorization rapidly. The company offers a pre-authorized environment that it says reduces first-year FedRAMP costs by about 90% and can achieve authorization in 90 days. Knox holds Authorizations to Operate (ATOs) across 15 federal civilian and defense agencies and serves customers including Adobe, Celonis, OutSystems, Armis, and BigID. Its platform targets both federal and commercial production environments by applying government-grade security and compliance at scale. The company intends to use the Series A proceeds to expand federal authorization capacity and accelerate customer onboarding into authorized environments.

Participated · Series D · Mar 2026

Replit, described as a “vibe-coding sensation,” offers an online platform designed to make software creation approachable for a broad audience. After nine years of development, the company made a controversial shift away from exclusively targeting professional developers and toward non-programmers, a move its CEO credits for its recent traction. In September, Replit reported it was on track for $150 million in annualized revenue. The company has since told Forbes it aims to reach $1 billion in annual recurring revenue by the end of the year. Replit’s valuation has soared from $3 billion in September to $9 billion just six months later. The fresh capital is expected to support further product expansion and community growth, although specific road-map details were not disclosed. Founder and CEO Amjad Masad notes that this momentum follows nearly a decade of steady iteration.