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Third Point Ventures

55 Hudson Yards, New York, NY, 10001, United States

Overview

Third Point Ventures is the venture capital arm of Third Point LLC, a registered investment adviser based in New York, with approximately $5 billion of assets under management. The firm was founded in 1995 by Daniel S. Loeb. Third Point Ventures is led by Robert Schwartz, an industry veteran with more than 25 years of experience in private equity and technology company management, and is based in Sunnyvale, California.

Total investments
69
Lead investments
37
Investments · 12mo
4
Active investors
7

Sector focus

  • Finance
  • Financial Services
  • Venture Capital
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Investment portfolio

  • Zenity

    Participated · Series C · Aug 2026

    Zenity builds a platform that gives security teams visibility, enforcement and response capabilities specifically for AI agents, allowing deterministic blocking, modification or allowance of agent actions by understanding intent. The company serves a majority of customers in the Fortune 500, Global 2000 and highly regulated industries such as financial services, healthcare, pharmaceuticals, energy and manufacturing. Zenity operates Zenity Labs, whose research has uncovered industry-defining vulnerabilities—examples include AgentFlayer and other disclosed flaws in agentic frameworks and integrations. The company has more than 230 employees, with R&D centered in Tel Aviv and go-to-market and operations led from New York. Financially, Zenity reported tripling revenue in each of the past two years and said it is on track to triple revenue again this year. Going forward, Zenity plans to use its new funding to accelerate platform innovation, expand Zenity Labs and grow its global footprint, particularly across Europe and Asia Pacific.

  • Atom Computing

    Led · Series C · Jun 2026

    Atom Computing designs and builds large-scale quantum computers using highly scalable arrays of optically trapped neutral atoms. The company reports systems exceeding 1,200 qubits and is advancing capabilities toward fault‑tolerant, logical qubit operations. It offers on‑premises deployments for government, enterprise and research customers and is expanding global deployments. Atom Computing plans to invest in software, control systems and error correction as part of its technical roadmap. The company is led and founded by CEO Dr. Ben Bloom. Following its Series C, Atom Computing intends to grow its engineering, research and go‑to‑market teams.

  • Pi Security

    Led · Series A · Jun 2026

    Pi develops an agentic AI security platform centered on a "security brain" that aggregates code, infrastructure, design documents, engineering discussions and historical incidents to identify genuine vulnerabilities and reduce false positives. The platform is designed to automatically remediate issues across an organization's environment, aiming to close the loop between finding and fixing security flaws. Pi says customers have reduced vulnerability triage times by as much as 80% and that its user base includes a major AI lab, cybersecurity companies, a large social network and organizations in travel and insurance. The company was founded by security leaders with experience uncovering vulnerabilities at Microsoft and leading offensive security at Tesla and is based in San Francisco. Pi plans to use the new capital to support efforts to secure software environments increasingly built with AI-generated code.

  • PsiQuantum

    Participated · Series E · Sep 2025

    Founded in 2016, PsiQuantum develops photonic quantum computers and fabricates its chips with GlobalFoundries in New York. The company pursues a photonics-based architecture intended to address scalability for industrial-scale quantum machines. PsiQuantum has stated a goal of operating its first commercial‑scale machine around 2030. Financially, it raised $1.0 billion at a $7.0 billion valuation in a round led by BlackRock, Temasek and Baillie Gifford, with participation from Nvidia’s venture arm, and it has secured multiple government engagements including DARPA awards and potential CHIPS support. Recent corporate changes include naming Victor Peng as permanent CEO and adding Intel CEO Lip‑Bu Tan to the board, alongside new hires from Sandisk and Synopsys. The company’s near-term roadmap and technology will be externally evaluated under DARPA’s program, which aims to determine viability toward a 2033 industrial-scale target.

  • Unframe

    Participated · Equity · Apr 2025

    Founded in 2024 by Shay Levi, Larissa Schneider, and Adi Azarya, Unframe provides a managed delivery model and an open platform called The Framery to implement enterprise AI solutions rapidly. Its approach pairs core platform components with hands-on delivery so solutions can run in a customer's cloud, on-premises, or as a managed SaaS offering without tying customers to a single large language model. Commercially, Unframe reached $100 million in total contract value within its first twelve months and reported 400% net revenue retention, with roughly half of customers converting to paid contracts under an outcome-based pricing model. The company employs about 120 people across Cupertino, Tel Aviv, and Berlin. Near-term plans announced alongside the Series B include expanding delivery capacity, investing further in The Framery, and adding senior leadership to support growth.

Team

  • Daniel Loeb

    Founder

    LinkedIn
  • Louis Wang

    Managing Director

  • Heath Terry

    Managing Director

    LinkedIn
  • Ian Wallace

    Partner