Participated · Series C · Aug 2026

Lumilens develops photonic connectivity solutions intended to connect thousands or hundreds of thousands of GPUs so they can operate as a single system, addressing the limits of copper-based scale-out networks. The team moved from founding to defining, qualifying and shipping its first product within about two years, and that product is deployed in a hyperscaler’s production AI data centers under a multi-billion-dollar agreement. Lumilens emerged from stealth concurrent with its announced raise of more than $900 million from a syndicate of venture and institutional investors. Management says the funding will support building out infrastructure and developing additional products on its roadmap. The company positions itself at the intersection of optics and AI infrastructure to overcome physical constraints on GPU-scale networking.

Participated · Equity · May 2026

Capchase provides a vendor financing platform and acts as a lender to help enterprise technology companies close more deals by offering instant financing to buyers. Its platform embeds underwriting, origination, and deal management directly into sales workflows and uses AI agents to generate loan proposals and documents. The company’s Agentic Lending Coordinator collects quotes, POs, emails, and other documents and converts them into executable loan packages while managing multi-party collaboration through signing. Capchase reports that since beta launch customers have condensed an 8-hour process into a 60-second automated workflow. The recent financing will be used to scale its embedded financing infrastructure globally and to roll out more AI-enabled features. The company is headquartered in New York City.

Participated · Series B · Feb 2026

Opaque Systems, spun out of UC Berkeley's RISELab and headquartered in San Francisco, offers a Confidential AI platform that serves as a trust layer for enterprise AI workloads. The product delivers secure, auditable infrastructure that gives organizations runtime cryptographic proof that data privacy, model weights, and policy compliance are maintained before, during, and after computation. By solving concerns around data leakage and compliance, the platform enables customers to move AI deployments from pilot to production four to five times faster. Current users and partners include ServiceNow, Anthropic, Encore Capital, Accenture, and firms across the technology, financial services, insurance, and healthcare sectors. The company recently launched Opaque Studio, a development environment for building and deploying Confidential AI agents with runtime-verifiable guarantees. Looking ahead, Opaque plans to expand its offerings into post-quantum security, confidential AI training, and sovereign cloud environments. To date, the company has raised $55.5 million in venture funding and is valued at roughly $300 million post-money.

Participated · Seed · Nov 2025

Deductive AI offers a unified platform that connects to an organization’s codebase, logs, metrics, traces, and events, allowing its agentic AI to reason over a constantly updated knowledge graph and surface root causes within seconds. The system mimics the workflow of experienced SREs, generating and testing hypotheses, evaluating evidence, and guiding engineers through remediation rather than stopping at problem detection. Powered by reinforcement learning and code-aware reasoning, the company claims it can cut incident resolution times by up to 90%, giving engineering teams more time to build new product features. Early customers such as DoorDash, Foursquare, Kumo, and Apoha report accelerated triage and clearer insights during high-stress outages. Founded by Databricks and ThoughtSpot veterans Sameer Agarwal (CTO) and Rakesh Kothari (CEO), the company publicly launched in November 2025. Deductive AI is headquartered in Mountain View, California and is backed by CRV, Databricks Ventures, Thomvest Ventures, and PrimeSet. The recent seed funding totals $7.5 million, providing the financial runway to expand product capabilities and customer adoption. No revenue or user numbers were disclosed in the announcement.

Led · Series B · Oct 2025

Baselane offers a comprehensive financial platform purpose-built for rental property owners, combining banking, automated bookkeeping, tax reporting, and rent collection in one solution. More than 50,000 independent real-estate investors use the service, processing over $2 billion annually through the platform. By automating core financial tasks, Baselane enables landlords to save time, operate more efficiently, and expand their rental portfolios. Led by CEO Mathias Korder, the company plans to channel new capital into scaling its go-to-market efforts and accelerating product innovation. Investor enthusiasm has helped the firm raise $44.3 million in total, highlighting confidence in its growth potential. Baselane aims to further transform how individual real-estate investors manage and grow their businesses through continued product enhancements and market expansion.