Participated · Series B · Aug 2026

Higgsfield builds an AI-driven platform for generating and iterating short-form video, emphasizing workflows that let users repeatedly rework clips rather than producing one finished asset. The company publicly launched in 2025 and has grown to more than 15 million users across 240 countries. Its business has shifted toward enterprise marketing customers, which now comprise the majority of revenue after moving from under a quarter earlier in 2025. Higgsfield reported annualised revenue of $500 million, up from roughly $200 million at the end of 2025. The team was founded in 2023 by Alex Mashrabov—who previously sold AI Factory to Snap and led generative AI there—alongside CTO Yerzat Dulat and co-founder Mahi de Silva. Management says future investment will prioritize enterprise product development, security, and scaling compute capacity to meet video-generation demand.

Participated · Series B · Jul 2026

Databento provides a unified API delivering real-time and historical market data across futures, options, and equities, owning the market data stack end-to-end and colocating servers at exchanges to capture data directly. The company emphasizes performance, reliability, and a developer-friendly experience, and reports more than doubled active API users in recent months. Financially, Databento reached profitability with 24 employees, grew revenue 6.65x year over year, and has maintained over 97% enterprise logo retention since inception. It plans to expand its infrastructure footprint to more than 20 data centers worldwide and has secured over 100 petabytes of additional storage capacity. Databento aims to broaden coverage across asset classes and geographies as part of its growth strategy.

Led · Seed · Jul 2026

AIsa provides a unified transaction layer that combines a resource gateway and an agentic payment layer to let AI agents discover, access, meter and pay for digital resources with usage-based billing and settlement in fiat or stablecoins. The platform aggregates resources such as AI models, APIs, real-time data, search services, SaaS tools, compute and agent services and enforces spending controls and audit trails for enterprises. After launching in 2025, AIsa reported rapid traction: from February to June 2026 registered agent users grew 150x, aggregate API calls and transactions processed grew 200x, and the company onboarded more than 50,000 registered agents without paid marketing. Customers such as Impossible Finance use the platform to access multiple models, data and APIs through a single programmable interface. AIsa integrates with agent frameworks like OpenClaw and Hermes and with emerging agent-payment initiatives from Circle, Visa and Stripe. The company has raised $6.5M to date and plans to invest in engineering, payments infrastructure, marketplace expansion and enterprise product features to scale agent transactions at internet scale.

Led · Equity · Dec 2025

Aether Biomachines combines purpose-built artificial intelligence with high-throughput robotics to create proteins that function as molecular assemblers for manufacturing and environmental applications. The company’s proprietary Protein Function Model, trained on in-house experimental data, has already generated seven new protein classes capable of extracting rare earth metals, recycling plastics, capturing CO₂, degrading PFAS, and enabling complex pharmaceutical synthesis. Its first commercial materials, RapidPrint and Ultra, are polymer additives that allow 3D-printed parts to be produced up to 10× faster and with 2× the strength of current industry benchmarks, a key advantage for defense and aerospace customers. Aether plans to scale these materials products while expanding its protein-design platform to address additional industrial challenges. The firm positions itself as a catalyst for a new industrial revolution by replacing large, costly chemical plants with nanoscale protein machinery that works more efficiently and sustainably. Total capital raised now stands at $64 million, providing resources to accelerate product commercialization and deepen partnerships across manufacturing, sustainability, and national security sectors.

Led · Equity · Nov 2025

Kraken operates a cryptocurrency exchange and is run by parent company Payward Inc. The company has pursued strategic partnerships with traditional financial infrastructure players, most recently teaming with Deutsche Börse to enhance access for institutional clients across trading, custody, settlement, collateral management, and tokenized assets. In November, Kraken announced an $800 million fundraising that included a $200 million investment from Citadel Securities. Plans for an initial public offering were announced last year but have been deferred amid unfavorable market conditions. The Deutsche Börse investment values Kraken at roughly $13.3 billion and is expected to close pending regulatory approval. Beyond trading, the partnership with Deutsche Börse and other initiatives aim to expand Kraken's institutional product set in Europe.