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The Venture Codex

Situational Awareness

512 2nd Street, Suite 400, San Francisco, California, 94107, United States

Overview

Machines that can think and reason for enhanced situational awareness.

Deals · 12mo

4

Links

Website

Stage focus

Series A
Series B
Series H

Geographic focus

Australia
United States

Sector focus

—

Investment portfolio

4rounds
NAMEDATESIZE
Fluidstack
Jul 2026Led
$830 MSeries A
Sharon AI
Jun 2026Led
$1.6 BOther Equity
Anthropic
May 2026Participated
$50.0 BSeries H
MatX
Feb 2026Led
$500 MSeries B
Fluidstack
Jul 2026Led
$830 MSeries A
Sharon AI
Jun 2026Led
$1.6 BOther Equity
Anthropic
May 2026Participated
$50.0 BSeries H
MatX
Feb 2026Led
$500 MSeries B
4
Items
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Insights

Time horizon

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Deal Distribution

Situational Awareness: 4 funding rounds are recorded in the selected participation categories.All available history.
Situational Awareness: 4 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series A10
Series B10
Series C+01
Other Equity10

Monthly Deal Activity

Situational Awareness: 4 deals are recorded across 9 months.All available history.
Situational Awareness: 4 deals are recorded across 9 months. All available history
MonthDeals
Feb '261
Mar '260
Apr '260
May '261
Jun '261
Jul '261
Aug '260
Sep '260
Oct '260

Sector Breakdown

Situational Awareness: AI & Machine Learning is the largest displayed sector by deal count (4 deals).All available history.

A deal can appear in multiple sectors, so sector totals may overlap. Capital represents disclosed total round sizes, not fund cheque sizes.

Situational Awareness: AI & Machine Learning is the largest displayed sector by deal count (4 deals). All available history
SectorDeals
AI & Machine Learning4
Hardware & Robotics3
Networks, Cloud & Communication2
Enterprise Software2
Manufacturing1
Space & Frontier Tech1

Deal Size Distribution

Situational Awareness: 4 rounds have a disclosed size in the displayed size bands.All available history.

Undisclosed round sizes are excluded. Capital represents total round sizes, not fund cheque sizes.

Situational Awareness: 4 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M0
$5M-$10M0
$10M-$25M0
$25M-$50M0
$50M-$100M0
$100M-$250M0
$250M-$500M0
$500M-$1B2
$1B+2

Deals By Geography

Situational Awareness: United States has the largest recorded deal count among the displayed regions (4 deals).All available history.

Top 1 of 1 regions; European countries are grouped as Europe.

Situational Awareness: United States has the largest recorded deal count among the displayed regions (4 deals). All available history
RegionDeals
United States4
Situational Awareness: 20 co-investors are shown, with Jane Street sharing 2 recorded deals.All available history.

Co-Investors

Bubble size = shared deals

Click a bubble to open that fund in a new tab.

Shows up to 20 co-investors ranked by shared deals. Deals may be shared with multiple funds, so rows overlap. Capital is total round size, not fund cheque size.

Situational Awareness: 20 co-investors are shown, with Jane Street sharing 2 recorded deals. All available history
Co-investorShared deals
Jane Street2
Altimeter Capital1
Amazon1
AMP PBC1
Baillie Gifford1
Blackstone1
Brookfield Asset Management1
Capital Group1
Coatue1
D. E. Shaw Ventures1
D1 Capital Partners1
Dragoneer Investment Group1
DST Global1
Fidelity Management & Research Company1
General Catalyst1
Greenoaks Capital1
ICONIQ Growth1
Insight Partners1
Lightspeed Venture Partners1
Marvell Technology1

Investment Strategy

Situational Awareness: Led accounts for 75% and participating for 25% of round participation.All available history.
Situational Awareness: Led accounts for 75% and participating for 25% of round participation. All available history
CategoryDeals (count)Share (%)
Led375%
Participating125%
Situational Awareness: Single-lead accounts for 33% and co-led for 67% of lead dynamics.All available history.
Situational Awareness: Single-lead accounts for 33% and co-led for 67% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead133%
Co-led267%

Team

Leopold Aschenbrenner

CIO

Niki Strudwick Webster, CAIA

Head of Investor Relations