Led · Debt Financing · Aug 2026

Natural builds payment infrastructure that lets autonomous AI agents execute financial actions such as paying vendors, collecting payments, and transacting with other agents or humans. The startup redesigns financial rails to support agent-initiated transactions that traditional systems (credit cards, ACH) were not built for. Founded in 2025 by Kahlil Lalji with co-founders including Eric Wang and Walt Leung, Natural has operated in beta while making core architectural decisions. The company plans to support both traditional bank payments and USD-backed stablecoins as part of its architecture. Natural has attracted senior talent from fintech firms like Stripe, Ramp, and Square to accelerate product development. With $40 million in total funding after the Series A, the company is positioning itself to compete with incumbents such as Stripe and emerging rivals in the agentic payments space.

Led · Debt Financing · Jul 2026

General Compute operates an inference-focused neocloud that rents AI processing power for models during the active inference phase. The company has partnered with SambaNova and has $300 million of the vendor’s SN50 inference chips on order to power its offering. Its hardware choice emphasizes air-cooled, lower-power chips that can be colocated in existing data centers and repurposed crypto-mining facilities. General Compute launched its cloud offering recently and claims to be the fastest at running the MiniMax 2.7 open-source LLM. The founders, CEO Finn Puklowski and CTO Jason Goodison, are pursuing colocation deals to scale capacity without heavy infrastructure buildouts. Financially, the company completed a $15 million seed round at a $60 million post-money valuation led by FUSE VC, with participation from Carya Venture Partners, Village Global Ventures, and investment from Evercrest Capital Partners.

Participated · Series B · May 2026

DeepInfra operates a vertically integrated inference cloud that owns and manages GPU infrastructure across eight U.S. data centers and supports more than 190 open-source models via OpenAI-compatible APIs. The platform processes nearly five trillion tokens per week and offers enterprise features including zero data retention, SOC 2 and ISO 27001 certification. The company says its stack is optimized for high-throughput, agent-driven workloads and works closely with NVIDIA on performance optimizations including early deployment of Blackwell GPUs and NVIDIA Dynamo software. DeepInfra reported that revenue has tripled since the start of 2026 and is expanding global capacity to meet growing demand. Founded in 2022 and headquartered in Palo Alto, the company plans to use the Series B proceeds to grow compute capacity, improve developer tooling, and support next-generation models.

Participated · Seed · Mar 2026

Neon operates a mobile app that enables consenting users to monetize their personal data by recording conversations, removing personally identifying information, and licensing anonymized audio and video to vetted AI labs. The app reached the No. 2 spot on the U.S. App Store’s free charts within eight days of launch, and Neon has since expanded beyond voice into studio-grade conversational audio and 720p video call recordings. Since January, the company has licensed over 400,000 total hours of audio to five AI labs and has made over 100,000 payments to users. Neon requires that all participants in recordings are consenting Neon users and strips names and phone numbers before selling recordings. The company positions itself as a marketplace addressing both user compensation and AI demand for diverse training data.

Participated · Series F · Dec 2025

Founded in 2014, Octane offers an end-to-end digital buying experience for powersports, RVs, boats, personal watercraft, and outdoor power equipment. Its platform pre-qualifies consumers online, routes them to dealerships for quick closings, and services the loans it originates. The company’s financing portal and underwriting engine have helped it originate more than $7 billion in loans, issue over $4.7 billion in asset-backed securities, and sell or commit to sell $3.3 billion of secured consumer loans since December 2023. Octane grew originations by more than 30 percent from Q3 2024 to Q3 2025 and operates on a GAAP-net-income-profitable basis. It works with 60 OEM partner brands and over 4,000 dealer partners, addressing markets worth a combined $150 billion. Recent product launches have further sped up customer acquisition for merchants and improved flexibility for borrowers. The company employs about 600 people across remote and hybrid roles.