Led · Series D · Jul 2026

CAIS offers a technology platform that manages the full lifecycle of alternative investments for independent wealth advisors, including product evaluation, execution and post-trade administration. The company has integrated AI into its advisor workflow, including an AI research assistant called CAISey that leverages Anthropic’s Claude model. CAIS serves more than 2,500 wealth management firms representing over 65,000 financial advisors who collectively oversee approximately $8.5 trillion in client assets. Operational momentum includes a three-year organic revenue compound annual growth rate of 37%, and in the first half of 2026 transaction volume rose 53% year over year while total platform assets increased 55%. Since 2025 the company added over 425 registered investment advisers and independent broker-dealers representing more than $1.8 trillion in assets. CAIS has been actively expanding integrations with custodians and partners and invested heavily in product development, releasing more than 150 technology enhancements in the first half of 2026. The firm also runs advisor education initiatives such as CAIS Live and the CAIS IQ digital platform, which has generated over 400,000 digital engagements.

Led · Debt Financing · Jul 2026

Terra Mobility combines consumer-facing marketplaces (Busbud, Buson and Recorrido) with TerraOS, an enterprise software platform that supports operational activities for bus companies and other ground transportation operators. Together its marketplaces connect more than 100 million travelers annually with over 4,000 operators across more than 190 countries. Approximately 300 operators in over 15 countries use the company’s enterprise products. The company employs 270 people across 26 countries. Management intends to position TerraOS as the technology backbone for a fragmented ground travel market and to leverage the combination of consumer distribution and operator software to better connect traveler demand with operator systems. Terra Mobility plans to use new capital to accelerate TerraOS development (including AI capabilities), expand marketplace reach and pursue selective acquisitions.

Led · Equity · Jul 2026

Cover Genius operates an embedded protection platform that connects 200+ partners with 50+ global insurance carriers to protect customers at the point of sale across travel, retail, ticketing, and logistics. The company dynamically adapts product design, pricing, and presentation in real time to match merchants’ customer journeys and geographic mixes. In 2025 it reported 50% year-over-year revenue growth, surpassed $3 billion in cumulative gross written sales, and extended its reach to 240 million policies; it also protects over 70 million end customers through integrations with platforms such as Klarna, Revolut, Booking.com, Amazon, eBay, Wayfair, and Uber. Cover Genius operates XCover, its claims management platform, which has an “Excellent” 4.5/5 rating on Trustpilot from 70,000+ verified consumer reviews. The company plans to invest its new capital in enhanced integrations, AI-driven personalization and distribution, automated claims infrastructure, platform scalability, and selective acquisitions to enter new verticals.

Participated · Series F · Jul 2026

Founded in 2017 and based in Palo Alto, SambaNova designs and sells AI systems such as the SN40L and the next-generation SN50 for high-performance inference and model serving. The SN40L launched in September 2023 and became available on-premises in November 2023; the SN50 was unveiled in February 2026 and is due to begin shipping to customers in the second half of 2026 with SoftBank as its first deployment partner. SambaNova positions itself as a provider of “premium inference,” claiming the ability to fit multi-trillion-parameter models onto a single rack to run them quickly. The company has commercial wins including JPMorgan Chase, Saudi Aramco, Intel, and other Japanese firms. It has a multi-year partnership with Intel that includes co-developing products and go-to-market efforts, and it says current funding will help scale operations and secure its supply chain to meet strong demand.

Participated · Series C · Jul 2026

Together AI is an AI neocloud founded in 2022 that offers AI-specific infrastructure and tooling to support deployment and usage of open-source models. The company says its platform has driven a tripling of open-source model usage across the industry and reports thousands of paying customers, including Cursor, Cognition, and Decagon. Financially, Together AI reported annual bookings of over $1.15 billion as of its last quarter. Its team includes co-founders Vipul Ved Prakash, Percy Liang, and Ce Zhang. Together AI has raised multiple rounds to date, including a $102.5 million Series A in 2023 and a $305 million Series B about 16 months before this Series C. The company operates amid strong VC interest in neocloud providers and infrastructure for AI model deployment.