Participated · Series C · Jul 2026

Antora Energy develops and deploys factory-built thermal batteries that store low-cost electricity as heat in insulated solid-carbon blocks and deliver that energy as heat or power on demand. The company says its systems can store energy for multiple days, avoid supply-constrained critical minerals, and be deployed faster than conventional multi-year projects. Antora recently brought one of the largest battery storage projects online—a 5 gigawatt-hour system in South Dakota that moved from construction to energy delivery in under 12 months—and expanded its San Jose factory into a three-building manufacturing campus. The company reports a growing pipeline of signed agreements with hyperscalers and industrial customers and states its deployments have created and supported hundreds of U.S. manufacturing and construction jobs. With the $550 million Series C, Antora plans to expand production capacity, establish a second U.S. manufacturing hub, and strengthen its domestic supply chain. The company positions its technology as a tool to deliver affordable, reliable energy at scale to industry, data centers, and the grid.

Led · Seed · Jun 2026

Tenet Security offers a security platform for the agentic layer, helping enterprises discover, assess, and protect autonomous AI agents across their environments. Its platform provides visibility, runtime protection, and threat prevention for agent-driven workflows to enable organizations to deploy AI agents at scale. The company is led by CEO Barak Sternberg and CTO Nevo Poran and is headquartered in New York City. Tenet recently closed a $6M Seed round to fund continued product development and expansion of go-to-market operations. The article does not disclose revenue, user counts, or other operating metrics.

Led · Series C · Jun 2026

AttoTude is developing a next-generation interconnect platform that combines advanced ASIC signal generation with low-loss dielectric waveguides to enable per-lane data rates of 200G, 400G, and 800G. The company positions its ASIC over Dielectric architecture as a mid-range connectivity solution that aims to overcome limitations of conventional copper interconnects while avoiding some cost, power, and complexity challenges associated with optical technologies. AttoTude plans to transition its technology from discovery to product development, with first product demonstrations slated for this fall and work underway to build prototypes and a scalable supply chain. Financially, the company has raised $52 million in Series C funding, bringing its total funding to $143 million. AttoTude was founded by Dave Welch and Joy Laskar and is headquartered in Menlo Park, California.

Led · Series B · Aug 2025

Squint is a mobile-first Manufacturing Intelligence Platform that combines AI and AR to capture the intersection of machines, processes, and people on the factory floor. The product enables operators to collaborate, supervisors to track work across shifts, and executives to gain new data for continuous improvement. Squint reports tens of thousands of operators across hundreds of Fortune 500 factories using its platform, with customers expanding deployments — one Fortune 50 customer is expanding to over 70 additional sites and a Global Fortune 500 manufacturer is rolling out Squint to 10,000 field techs. Customers have realized measurable benefits: a Fortune 50 site saw over $4M in increased profit in one year, a consumer goods company cut procedure execution time by 50% for first-time operators, and operators report 91% satisfaction. With the new funding, Squint plans to advance its AI capabilities toward Agentic Manufacturing, deepen workflow integrations, and expand into energy, logistics, and field services. The company is growing headcount, recently moved into a new San Francisco office, and is hiring across departments to meet surging demand. Total funding now exceeds $59 million after the Series B. Squint builds an AR platform that connects people with the right information at the right time by using smartphone and tablet cameras to recognize physical objects and trigger workflows. Its product lets organizations create AR-based workflows that deliver step-by-step instructions, maintenance log sheets, and generative AI–powered Q&A tied to specific parts of machines, whether or not the objects are connected. The company leverages computer vision and object detection to convert videos into AR procedures and to support content authoring. Squint initially targets B2B customers and has signed enterprise clients including Volvo, Siemens, Colgate-Palmolive, Michelin, and Berkshire Hathaway Energy. Founder Devin Bhushan left Splunk in 2021 to start Squint, drawing on experience building Splunk AR; the company was incubated at Menlo Ventures’ Menlo Labs and participated in Sequoia’s Arc program. Squint’s stated long-term goal is to “eliminate the search bar” by making contextual visual search and guidance ubiquitous. To support growth and further product development, the company announced a new funding round. Squint builds a mobile augmented reality platform that delivers dynamic, contextual help to factory operators, digitizing standard operating procedures without requiring an IT team. The platform maps instructions to the physical world to make training, operation, and maintenance faster and safer, improving learning speed and knowledge retention. Its product brings the shop-floor binder to life with interactive, contextual instructions accessible on a mobile phone. Customers include Siemens and The Volvo Group. Founded in 2021 and based in San Jose, CA, Squint intends to use new funding to consolidate its positions and to support its go-to-market strategy. The company raised the capital via combined seed and pre-seed funding.

Participated · Equity · Jul 2025

Magentic provides domain-specific AI teammates that hunt down, prioritize, and deliver hard savings in procurement and supply-chain operations, even when data is messy or master data is incomplete. The platform deploys off-the-shelf AI agents into operations to identify supplier compliance value leaks, tariff exposures, and P&L-impacting errors. One Magentic partner found errors in one in four procurement documents; a $30B manufacturer saved 4% on machinery spare-parts procurement and is expanding use to other spend categories. Customers span consumer packaged goods, pharmaceutical, and advanced manufacturing sectors across the US and Europe. The company is rolling out new AI teammates to prepare and defend against supplier tariff claims, find additional savings opportunities, and operate end-to-end with humans in the loop. Founders Robin Van Aeken (CEO) and Odhran O'Donoghue (CTO) combine procurement expertise and world-class AI engineering—Van Aeken led manufacturing teams at McKinsey & Company and O'Donoghue holds a PhD in Machine Learning from the University of Oxford and led advanced AI projects at OpenAI, NASA, and the Crick Institute. Magentic aims to automate operations while keeping human strategic oversight central.