Participated · Seed · Jul 2026

Founded in 2023 and incubated at Tsinghua University’s Institute for AI Industry Research (AIR), DISCOVER Robotics develops consumer-grade embodied intelligence products and integrated software-hardware solutions for commercial services and domestic care. In July the company officially released its seven-axis robotic arm, the AIRBOT P7, which features built-in 10 TOPS AI computing capability and an eight-core ARM Cortex-A55 processor. The firm describes its focus on delivering high-performance robotics suitable for household and service scenarios and is part of a wave of startups aiming to bring AI-powered robotics into millions of homes. Founder and chief scientist Dr. Zhou Guyue is an associate professor at Tsinghua and previously spent nearly a decade at DJI, where he led product work on the DJI Spark mini-drone series. The company has rapidly attracted large institutional and strategic investment, including back-to-back fundraising rounds that lifted its valuation to at least $1 billion. No public revenue or user metrics were disclosed in the coverage.

Participated · Series A · May 2026

OriginFlow develops a NeuroScale data-collection paradigm that uses surface electromyography (sEMG) captured by a proprietary EMG acquisition kit and encoded by its PULSE foundation model to reconstruct human intent, hand posture, force magnitude, and multimodal continuous information. Founded in 2025 and operating officially for about five months, the company positions itself as a "picks-and-shovels" provider for embodied AI rather than a robot-body maker. It has optimized hardware design and supply-chain integration to reduce the price of its full data-collection equipment set to roughly 1,000 yuan, lowering barriers for large-scale deployment. OriginFlow is pursuing dataset-building through strategic cooperation with partners such as 58 Group for home-service scenarios and leading manufacturers for industrial settings. Financially, it has raised over 500 million yuan across angel, strategic, and Pre-A1 rounds to scale deployment and model development. The company acknowledges technical and commercial challenges ahead, including validation of engineering generalization in complex real-world scenarios, robustness to electromagnetic interference and non-standard environments, and sustaining a long-term commercial moat beyond one-time hardware sales.

Participated · Series B · Apr 2026

GigaAI (Jijia Vision) develops world models and embodied intelligence systems, publishing GigaWorld (GigaWorld-0, GigaWorld-Policy, GigaWorld-1) and GigaBrain series models and positioning them as core engines for physical AGI. The company has built Maker H01, a high-degree-of-freedom humanoid robot designed for dexterous operation and mobile interaction, and reports commercial implementation in automotive, 3C, warehousing, and home-service scenarios with a target delivery volume in the thousands this year. In autonomous driving the firm released DriveDreamer and related simulators that have served more than 30 leading automotive OEMs and autonomous driving companies. For content production it is developing the Yisu Engine, integrating ultra-long-duration video generation, a real-time 3D world model framework, and 3D human generation tools. GigaAI reports building an industry-leading data base, projecting over 1 million hours of high-quality visual-action data and more than 10 million hours of pre-training data this year. The company was founded in June 2023 and is led by post-90s Tsinghua-educated founder Huang Guan, whose team has achieved top benchmark results (e.g., WorldArena) against major international institutions.

Participated · Equity · Apr 2026

Founded in 2016, Spacety manufactures satellite platforms and operates a synthetic aperture radar (SAR) remote sensing satellite constellation. Its technical team includes former employees of the Chinese Academy of Sciences and personnel from major state aerospace contractors CASC and CASIC. The company pursues a vertically integrated "build-manage-use" model covering satellite manufacturing and data services. Recent financing will fund scaling of manufacturing capacity, commercialization of its data services, and strengthening integration across its value chain. Spacety has been subject to U.S. Treasury Department sanctions in 2023 for allegedly providing SAR imagery to the Wagner Group, a factor noted as constraining access to international capital. The company also initiated an IPO process in January by signing a listing guidance agreement with a securities firm.

Participated · Equity · Jan 2026

Founded in July 2020 by Baidu and the Lionbridge Group, DeepWay designs and manufactures electric heavy trucks built from the ground up for autonomous operation. The company received Baidu’s license to use and build on Apollo open-source self-driving technology and combines that with Lionbridge’s logistics experience and data. DeepWay says it has realized mass production and delivery of intelligent electric trucks and generates operational planning and control data from deployed vehicles to train and improve its driver-assistance and autonomous systems. It follows a three-step strategy: electrification and scaling (vehicle sales and data generation), deployment of intelligence (mass-produced L2 assistance sold via subscription and series-produced L4 convoy systems operating in regions such as Inner Mongolia and Xinjiang), and building a global unmanned freight network with partnerships in six core overseas markets. The company has attracted a wide mix of investors—including provincial and municipal state funds, industrial corporate capital, top VCs, and recent overseas investors—to support commercialization and international expansion. DeepWay filed for a Hong Kong IPO in November 2025 and used the latest Pre-IPO financing (over $310 million) to accelerate self-driving R&D and global commercial rollout.