Participated · Series E · Aug 2026

Horizon3.ai develops AI specifically designed to perform autonomous, authorized penetration testing across live infrastructure via its NodeZero platform. The platform is built to test live systems without shutting down operations and to scan entire infrastructures continuously rather than sampling a small percentage. The company reports having run 310,000 production security tests with zero disruptions and serves roughly 7,200–7,300 customers ranging from managed service providers to Fortune 10 enterprises. Horizon3 approached $100 million in annual recurring revenue last year and achieved 120% year-over-year growth. Its founders, who met while serving at Joint Special Operations Command, have reinvested heavily in product development—about $100 million in R&D to date. The company is expanding internationally with new offices and a growing partner network while positioning itself to address accelerating AI-driven attack threats.

Led · Series B · May 2026

Airis Labs builds an AI platform that converts unstructured visual data from smartphones, drones, CCTV, body cameras and social media into structured intelligence consumable by analysts and AI agents. Founded in 2023 and based in Washington, D.C., the company positions this capability as a new category called User-Generated Field Intelligence and was operational in real-world conditions within months of founding. Airis sells enterprise subscription software to government and public safety customers, with pricing tied to mission scope, data volumes and support requirements. The company has been selected to join the Oracle Defense Ecosystem. Airis emerged from stealth after raising $60 million in total funding and a $31 million Series B led by PSG Equity. It currently employs about 45 people across the U.S. and Israel and plans to double headcount by year-end, focusing hires on engineering, product and customer deployment.

Participated · 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.

Led · Series C · Mar 2026

NoTraffic develops an AI-powered mobility platform that connects and optimizes traffic signals as a cloud-based digital grid to improve efficiency, sustainability, and safety. The company operates a proactive Operations Center offering 24/7 monitoring, remote diagnostics, and over-the-air updates to support agency teams and deployments. Its platform has been adopted by traffic agencies across more than 40 U.S. states and Canada, including deployments in Houston, Phoenix, and Oklahoma. The company is led by CEO Tal Kreisler and is based in Overland Park, KS. Financially, NoTraffic recently completed a $90M Series C to fund expansion of operations and further product development.

Led · Series B · Feb 2026

Founded in 2020, Guidde offers an AI digital adoption platform that lets employees record any software workflow and instantly converts it into rich, multi-format video guides delivered inside the applications they are learning. The same workflow data is exposed through an API so that AI agents can be trained to automate the documented tasks, positioning Guidde as a knowledge infrastructure layer for enterprises adopting AI. The company’s dataset now spans millions of workflows across more than 50,000 applications, helping customers train thousands of employees on tools such as Workday, Salesforce, ServiceNow and SAP. Guidde reports more than 4,500 paying customers—including Anheuser-Busch, Bayer, Nasdaq, Yahoo and SentinelOne—with over 90 % customer retention and three consecutive years of 3× annual revenue growth. By simultaneously training humans and AI agents, the platform aims to move organizations toward fully autonomous workflows over time. The new capital will accelerate product expansion and large-scale enterprise deployments.