Participated · Equity · Aug 2026

Databricks operates a cloud data platform and AI products, with its core cloud data warehouse generating $1.5 billion of its annualized run-rate revenue and growing 100% year-over-year. The company reported a $7 billion annualized run-rate revenue figure while growing at roughly 80% and being cash-flow positive. Databricks launched Lakebase in June 2025, which has reached a $100 million revenue run-rate, and its AI chatbot tool Genie is described as highly popular. The company maintains a roughly 100-person AI research team and faces multi-billion-dollar cloud commitments with major hyperscalers. Databricks has been active on the M&A front, acquiring companies including Electric (PGlite) and AI cybersecurity firm Panther, and it says it plans to continue investing in AI and acquisitions while remaining open to a future IPO.

Led · Series D · Jul 2026

Candid Health builds an AI-first RCM platform that unifies clinical, billing, and provider data into a single model to power automation and agentic AI agents for billing work. Its configurable rules engine and automation track remaining manual touches so provider teams can continuously eliminate repetitive tasks. The company serves hundreds of leading U.S. healthcare providers and is trusted by more than 200 healthcare organizations across dozens of specialties. Candid reported 190% year-over-year annual contracted run-rate revenue growth and 180% net dollar retention in 2025. The company has offices in San Francisco, New York, and Denver and says the new funding will support scaling its autonomous RCM offering to meet surging enterprise demand.

Participated · Equity · Jul 2026

Keyfactor offers a Trust Control Plane designed to provide centralized visibility and automated lifecycle management for machine identities, cryptographic assets, and trust systems across cloud, on-premises, and hybrid environments. The platform supports discovery, issuance, ongoing management, governance, and a path to post-quantum cryptography readiness. Keyfactor says it issues and manages billions of machine identities annually and serves more than 2,500 customers, including roughly 50% of the largest banks in the U.S. and Europe, 80% of leading U.S. retailers, and over 40% of Fortune 100 companies. The company recently achieved FedRAMP certification to support federal agency use and other government customers. Management emphasizes continued product innovation, geographic expansion, team growth, and strategic acquisitions as key priorities following the new investment. Keyfactor also reported accelerating year-over-year revenue growth and strong profitability.

Led · Equity · Jun 2026

Founded in 2016, Chronograph provides a deterministic system of record for private capital by delivering portfolio monitoring, valuations, analytics, and reporting to institutional LPs and GPs. The firm emphasizes AI and machine learning capabilities deployed over the past decade, including partnerships with Anthropic, a listed Codex plug-in with OpenAI, and a domain-trained Semantic Search feature. Chronograph is rolling out a purpose-built private credit portfolio monitoring platform and plans to use new capital to expand its AI product suite and global footprint. Its customer metrics include monitoring over $5.9 trillion in client invested capital across 15,000 funds and 258,000 private companies, and it serves many of the largest institutional investors worldwide. The company reports its revenue base is split evenly across LPs and GPs, positioning it as a mission-critical provider to both sides of private capital markets.

Led · Equity · Jun 2026

Kpler collects and analyzes physical asset data from a range of proprietary and third-party sources to provide global physical trade intelligence and real-time market insights. The company combines proprietary data, advanced analytics, and AI-powered technologies across more than 40 markets, including energy, dry bulk, power, and maritime transport. Kpler pioneered LNG cargo tracking and has expanded into broader commodity and shipping market intelligence through its Kpler and MarineTraffic platforms. Founded in 2014, the business serves customers across commodities, maritime, and defense end markets. Following the June 2026 transaction, Kpler secured a minority strategic growth equity investment of over $1 billion from Sixth Street while management remains majority owners and Insight Partners stays on as a shareholder. Kpler plans to use the partnership with Sixth Street to expand into adjacent markets, pursue targeted growth, and accelerate new product development.