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.

Participated · Seed · Jul 2026

Founded in 2023, Besty AI began as a communications tool and expanded into AI-driven automation across guest communications, operations and revenue management for short-term rental providers. Its platform integrates with major property management systems such as Guesty, OwnerRez, Hostaway and Hospitable, and includes an agentic conversational upselling engine that targets orphan nights and ancillary upgrades like early/late checkout. Besty serves roughly 300 customers and manages 30,000 properties across 25 countries. Over the past year the company scaled its team from eight to 22 employees and is continuing to hire. Management plans to grow the enterprise segment while using the recent seed funding to further develop the product and support sales and marketing efforts.

Participated · Seed · Jun 2026

Clario’s platform connects into enterprise file and content systems such as Google Drive, SharePoint, OneDrive, Box, and Confluence to scan metadata and surface redundant, obsolete, and trivial files. When files are flagged, Clario triggers intelligent workflows via Slack and Teams that prompt customers to keep, archive, or delete items, and the company reports it only gets paid when customers make one of those decisions. Over time the product learns from customer decisions to build an autonomous system that routinely cleans and maintains unstructured data. The company says it has engaged with hundreds of enterprises and is already working with several marquee organizations; early customer analysis reportedly uncovered terabytes of garbage data across multiple environments. Clario’s founders bring enterprise operating and engineering backgrounds including a five-time CIO and an engineering leader with experience at Oracle, NetApp, Nutanix, and VMware. The company is based in Menlo Park, California.

Participated · Seed · May 2026

ReFiBuy develops infrastructure that transforms product catalogs so they can be evaluated, compared, and recommended by AI agents. The company describes its work as creating Agentic Commerce Optimization to bridge the gap between current retailer catalogs and agent-driven purchasing workflows. Its product aims to make product data machine-usable for discovery and purchase decisions on AI platforms. ReFiBuy announced an oversubscribed $13.6M Seed raise, providing its current financial runway. The company presented the funding as a response to most brands and retailers not being ready for agentic commerce and as a way to help them adapt.

Participated · Seed · Jan 2026

Founded in 2024 by Chubbies co-founder Kyle Hency and former Chubbies CFO Dave Wardell, GoodDay builds an "AI-native, ERP-lite" system aimed at replacing legacy enterprise resource planning tools like NetSuite for modern retail operators. The platform focuses on real-time inventory visibility and automated workflows so brands can minimize stockouts, over-ordering, and manual spreadsheet work. Early customers include Hill House Home, The Normal Brand, Margaux NY, and Kenny Flowers, each citing improved accuracy and reduced operational friction. Investor Amish Jani of FirstMark Capital positions the product as an early example of agentic AI solutions that directly remove labor costs in e-commerce back offices. Hency’s go-to-market strategy features bold marketing that taunts entrenched incumbents to highlight GoodDay’s modern approach. The company has raised $13.5 million to date, including a fresh $7 million seed round, giving it runway to continue product development and accelerate customer acquisition in a capital-tight retail environment. Specific revenue numbers for GoodDay were not disclosed, but Hency’s prior experience scaling Chubbies to nine-figure sales informs the team’s growth ambitions.