Participated · Series D · Jul 2026

CAIS offers a technology platform that manages the full lifecycle of alternative investments for independent wealth advisors, including product evaluation, execution and post-trade administration. The company has integrated AI into its advisor workflow, including an AI research assistant called CAISey that leverages Anthropic’s Claude model. CAIS serves more than 2,500 wealth management firms representing over 65,000 financial advisors who collectively oversee approximately $8.5 trillion in client assets. Operational momentum includes a three-year organic revenue compound annual growth rate of 37%, and in the first half of 2026 transaction volume rose 53% year over year while total platform assets increased 55%. Since 2025 the company added over 425 registered investment advisers and independent broker-dealers representing more than $1.8 trillion in assets. CAIS has been actively expanding integrations with custodians and partners and invested heavily in product development, releasing more than 150 technology enhancements in the first half of 2026. The firm also runs advisor education initiatives such as CAIS Live and the CAIS IQ digital platform, which has generated over 400,000 digital engagements.

Participated · Debt Financing · Jun 2026

Perk is an AI-native platform that combines travel, spend and events into an integrated product experience, automating bookings, expenses, invoice processing and event management. Founded in 2015, the company says it is trusted by more than 12,000 companies worldwide, including On Running, Breitling and Fabletics. In 2025 Perk crossed $300 million in annualized revenue and reported 48% year-over-year revenue growth, alongside gross margins that expanded from about 40% to the mid-70s over three years. The company recently launched its integrated travel and spend platform and plans an upcoming U.S. launch of its integrated spend product. Perk intends to use new capital to accelerate investment in product, technology and AI and to support continued global expansion. The business emphasizes strong unit economics and a pathway to profitability in the short term.

Participated · Equity · May 2026

Windward Bio was launched in January 2025 and is developing a portfolio of long-acting antibody therapeutics targeting validated immunological drivers. Its lead program, WIN378, is a next-generation, fully human anti-TSLP monoclonal antibody engineered for half-life extension and silenced effector function; WIN378 completed Phase 1, is dosed subcutaneously, and is being evaluated in the Phase 2/3 POLARIS asthma trial with initial data expected in the second half of 2026. A Phase 2 study of WIN378 in COPD is anticipated to start in Q2 2026 and the first Phase 3 study is expected to begin in Q4 2026. WIN027 is a long-acting bispecific (TSLPxIL-13) currently in Phase 1 with data expected by year-end 2026 and is planned for proof-of-concept studies across respiratory and dermatology indications beginning Q4 2026. The company has in-licensed global rights for its programs from partners including Kelun-Biotech/Harbour BioMed and Qyuns Therapeutics, and is building a discovery pipeline of long-acting bispecific antibodies. Windward has raised $365M since launch and intends to use the new financing to extend its runway and accelerate multiple clinical readouts and study starts.

Led · Series B · Mar 2026

Ambrosia Biosciences develops orally bioavailable small molecules targeting metabolic G-protein coupled receptors, including GLP-1, GIP and amylin. The company combines structural biology with advanced computational chemistry to design molecules with differentiated pharmacology intended for both standalone therapies and strategic combinations. Its lead program is an oral small molecule GLP-1 candidate that the company intends to advance into a Phase 1 clinical trial. The recent $100 million Series B committed capital is intended to fund Ambrosia through clinical trial initiation and to support continued development of its broader small-molecule pipeline. The company is based in Boulder, Colorado, and announced a board appointment tied to the financing.

Participated · Series C · Mar 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.