Participated · Equity · Feb 2026

Selector offers a unified observability and network intelligence solution that integrates large language models, knowledge graphs, and causal reasoning to deliver real-time root-cause analysis, predictive maintenance, and automated remediation. The platform replaces siloed monitoring tools with a single pane of glass, giving operations teams contextual insights across cloud, network, and application layers. In 2025 the company’s cumulative annual recurring revenue reached 230 % of 2024 levels, marking its fourth consecutive year of doubling ARR, and new ARR booked jumped to 370 % of 2024. Approximately 80 % of its customers are Fortune 1000 firms, including three new Fortune 20 customers in manufacturing and healthcare. Selector has expanded globally via cloud marketplaces, regional partners, and an initial push into Japan. The firm recently secured eight foundational U.S. patents covering LLM training, causal inference, and network path intelligence, and it plans to launch an enhanced Agentic ChatOps capability for multi-turn reasoning. Headquartered in Santa Clara, Selector is backed by a roster of telecom and enterprise-focused investors.

Led · Series A · Feb 2026

Rainfall Health provides a software platform that automates the collection, standardization, and reporting of patient outcomes so hospitals can comply with CMS’s new Transforming Episode Accountability Model (TEAM). Its AI engine guides providers through regulatory requirements, aligns clinical workflows with value-based metrics, and carries a verifiable RAIN Compliant designation adopted by hospitals, payers, and clinical partners. The product is already live in several hospitals and medical groups and targets the 742 U.S. health systems now mandated to participate in TEAM. By enabling consistent check-ins, clear patient instructions, and clinician follow-ups, Rainfall aims to help hospitals capture up to 20% additional revenue on high-spend surgical episodes. The company plans to use new capital to expand its AI engineering staff and build a world-class customer support organization to accelerate nationwide deployments. Headquartered in San Francisco, Rainfall Health continues to pursue its mission of improving access to high-quality, outcome-based care across geographic regions.

Led · Seed · Nov 2025

Revenium provides a full-stack “AI economics” system of record that links every model, agent, and usage event to its actual financial footprint. The platform converts real-time telemetry into auditable invoices or internal charge-backs, delivers anomaly detection and budget guardrails, and helps teams cut AI costs while proving ROI. Its architecture emphasizes fast developer onboarding so customers can begin monitoring spend in minutes, not months. With escalating adoption of multi-agent and autonomous AI workflows, Revenium positions itself as the control layer that keeps costs predictable and scalable. The company is expanding hiring across engineering, product management, and customer success to accelerate adoption and execute on a roadmap that adds spend attribution and consolidation across model providers. Funds from the latest raise will fuel continued product development and an expanded go-to-market push. Revenium’s new website and digital resources were launched in tandem with the financing to spur discovery and customer onboarding.

Led · Series A · Oct 2025

Gravwell provides a purpose-built platform that lets organizations ingest, index, and query massive volumes of logs, network traffic, and event streams without data silos or preprocessing. Its flexible, vendor-agnostic ingestion engine enables security teams to rapidly detect anomalies, investigate breaches, and ensure compliance across both IT and OT environments. The company’s tools are increasingly used to audit the behavior of AI agents, a growing challenge for modern enterprises. Gravwell reports over 100% year-over-year growth, driven by customers seeking higher-performance alternatives to legacy log management solutions. Recent demand has come from both national and international organizations that value the platform’s ability to handle sophisticated, large data sets while maintaining strong customer service. With fresh capital, Gravwell plans to accelerate product evolution to address emerging use cases and expand go-to-market efforts. Investors to date include Two Bear Capital, Gula Tech Adventures, Innosphere Ventures Fund, Next Frontier Capital, Kickstart, and Rise of the Rest.

Led · Series B · Oct 2025

Conceal develops a browser-native Security Service Edge (SSE) platform that combines Zero Trust Network Access with in-browser security through an intelligent browser extension. The technology removes the need for legacy connectivity tools such as VPNs, VDIs, and proxies, allowing users to connect directly to approved applications from any device. Security and IT teams gain full visibility, with integrations that stream data into SIEM/XDR platforms, Splunk, SOAR, and BI tools, while executives receive reports quantifying risk reduction. For unmanaged devices, secure, policy-based access is delivered via the Conceal Console without local software installation. The platform’s consolidated approach lets organizations reduce complexity, cost, and operational friction by merging connectivity and security stacks. Conceal plans to use fresh capital to speed product development, scale go-to-market initiatives, and expand its workforce so it can support enterprises and third-party contractors wherever they operate. Headquartered in Augusta, Georgia, Conceal positions itself as a pioneer in direct-to-browser zero-trust security.