Led · Series B · Apr 2026

Launched in 2024, Bluefish offers an end-to-end Agentic Marketing Platform combining AI monitoring, activation, and measurement for enterprise marketing teams. The platform is used by about 10% of the Fortune 500, with hundreds of accounts across 12+ verticals and customers that include Adidas, American Express, Hearst, LVMH, and Ulta Beauty. Bluefish processes millions of AI prompts and responses per day across major AI providers and reached over 1 billion monthly active users within 12 months of launch, covering billions of MAU. The company tracks sources, narratives, and competitor signals driving LLM behavior and enables targeted optimization campaigns with attributed lifts in visibility, favorability, and revenue. Bluefish was founded by Alex Sherman, Jing Feng, and Andrei Dunca and is scaling its enterprise footprint following the $43 million Series B that brought total funding to $68 million.

Led · Series A · Mar 2026

Sequen builds real-time personalization technology and ranking infrastructure, offering access to frontier and real-time ranking models through its RankTune APIs. The company claims its large event models generalize streams of user events—hovers, conversations, session behavior—allowing sub-20-millisecond decisioning without relying on user identity. Sequen reports processing about 10 billion monthly requests within 18 months of operation and has a 14-person team with hires from DeepMind, Meta and Anthropic. Early customers include a large furniture retailer, Fetch Rewards, a streaming media company and an online travel agency, with initial contracts in the seven-figure range and reported revenue lifts (e.g., 7% for a furniture customer and 20% net revenue lift for Fetch Rewards in under 11 days). The product is priced by requests per second with tiered discounts and the company markets its approach as more privacy-forward than third-party cookies.

Participated · Series B · Feb 2026

Founded in 2018 by former SpaceX engineers Erik Palitsch and Thomas Ronacher, Freeform has built a proprietary metal additive-manufacturing system that fuses powdered metals with arrays of high-power lasers. Its current GoldenEye machine uses 18 lasers, while the forthcoming Skyfall platform will deploy hundreds of lasers to print thousands of kilograms of parts per day. The system is deeply integrated with real-time physics simulations and sensor feedback, leveraging on-premise Nvidia H200 GPU clusters to optimize every print layer and gather extensive process data. This AI-native approach is intended to raise throughput and part quality while lowering cost, enabling manufacturing-as-a-service for aerospace, defense and other mission-critical sectors. Although specific customers are undisclosed, the company says it is already shipping hundreds of certified parts and holds a sizable contract backlog. With fresh capital, Freeform plans to expand its facility, upgrade to Skyfall, and hire roughly 100 employees. PitchBook pegs the post-financing valuation at $179 million, though the company has not confirmed that figure.

Participated · Series A · Feb 2026

Inertia Enterprises is building a next-generation inertial-confinement fusion system that uses arrays of high-energy lasers to compress fuel pellets until they fuse and release energy. The technology is derived from the National Ignition Facility (NIF) at Lawrence Livermore National Laboratory, the only site to have achieved scientific breakeven in controlled fusion. Inertia aims to commercialize this approach by engineering lasers capable of delivering 10 kilojoules ten times per second and by mass-producing 4.5 mm fuel targets for under $1 each. Each planned power plant would deploy around 1,000 of these lasers, a significant scale-up from NIF’s 192-beam system, with the goal of reducing costs and boosting energy output. The company’s co-founders include Twilio co-founder Jeff Lawson, NIF experimental lead Annie Kircher, and Stanford professor Mike Dunne. Inertia intends to begin construction of its first grid-scale fusion power plant in 2030. The startup has secured substantial early funding, positioning it among the most well-capitalized private fusion ventures to date.

Led · Seed · Feb 2026

Veritus provides an AI agent platform purpose-built for the consumer lending industry, enabling lenders to deploy voice-first agents that can conduct fully regulated conversations with borrowers across phone, text, email, and live chat. The system integrates directly with lenders’ loan-management systems and orchestrates omnichannel inbound and outbound engagement, including automated dialling and campaign scheduling. Current use cases concentrate on application-funnel outreach to convert pre-qualified borrowers and early-stage delinquency engagement where the agents can take payments over the phone. A dual-agent architecture pairs one agent speaking to the borrower with a second, supervisory agent that listens, assesses, and feeds guidance in real time for complex interactions such as hardship plans or payment settlements. Security was designed to “bank-grade” standards from inception, featuring real-time PII redaction, tokenisation, and full PCI, HIPAA, ISO, and SOC 2 compliance. The San Francisco-based startup has been live with customers for five months, serving fintechs, a major servicer, and a UK bank while building a broader pipeline. Following its seed financing, Veritus intends to rapidly scale revenue, expand its go-to-market team, and raise a Series A once there is sufficient traction.