Participated · Series E · May 2026

Sigma is built on the cloud data warehouse and provides a governed workspace that supports a spreadsheet interface, SQL, Python, and native AI to let teams explore live data, build applications, and automate workflows without moving data. The company emphasizes secure, warehouse-native architecture and has launched products including Sigma Agents (no-code agents), Sigma Assistant (an AI copilot), Sigma Data Modeling Skills for AI Agents, and the Sigma MCP Server for governed answers into AI chat assistants. Sigma reported strong financial momentum, surpassing $200 million in ARR in April 2026, achieving 100%+ year-over-year growth in the latest fiscal year, and adding over 1.1 million new active users in that period. It serves more than 2,000 customers worldwide, including large enterprises and AI innovators. The announcement originated from Sigma's San Francisco office and framed the company as driving adoption of agentic analytics and AI workflows while emphasizing governance, reliability, and security.

Participated · Series G · Feb 2026

Anthropic is a premier artificial intelligence safety and research company renowned for developing Claude, a family of highly capable, steerable, and safe large language models. Founded by former OpenAI researchers, Anthropic pioneers techniques like "Constitutional AI" to build systems that are helpful, honest, and harmless. Beyond its core research, the company has rapidly scaled into a dominant market force, experiencing exponential revenue growth driven by widespread enterprise adoption. Anthropic has attracted unprecedented investor attention, recently raising approximately $30 billion at a $380 billion valuation, with ongoing negotiations potentially boosting its valuation to roughly $800 billion. As a leading competitor in the generative AI space, the company is reportedly exploring an IPO later this year.

Participated · Series E · Nov 2025

Ursa Major provides flight-proven propulsion solutions for hypersonics, solid rocket motors, space mobility, and launch applications. Headquartered in Berthoud, Colorado, with additive manufacturing operations in Youngstown, Ohio, the company leverages advanced production techniques and flexible architectures to serve land, air, sea, and space domains. Recent milestones include multiple successful flights of its hypersonic engines and tactical missiles, completion of tests for space-propulsion systems, and the addition of industry veterans Ronald Sugar and Gilman Louie to its board. Through the first three quarters of 2025, Ursa Major secured more than $115 million in bookings from government and commercial customers such as the U.S. Department of Defense, the U.S. Air Force Research Laboratory, Stratolaunch, and BAE Systems. The fresh capital will be used to scale manufacturing capacity, accelerate production of throttleable, storable liquid-fueled hypersonic and space-based defense solutions, and expand solid-rocket-motor output. The company positions itself as a modern alternative to legacy defense suppliers, aiming to deliver capabilities faster and at lower cost.

Participated · Series E · Apr 2025

Nuro began with compact autonomous delivery vehicles and in 2024 pivoted toward licensing its self-driving software to automakers and transportation service providers. The company is developing an autonomous driving platform to be integrated into midsize vehicles and Lucid Gravity SUVs for passenger transport. Nuro has regulatory approvals in California to test vehicles without safety operators and to carry passengers during supervised trials as it prepares for a public launch later this year. Its strategic partnership with Uber and Lucid targets deployment of up to 35,000 autonomous taxis, with broader service goals set for 2027. Major investors include Nvidia and SoftBank, and recent financing activity assigns Nuro a $6 billion valuation following a $203 million round.

Participated · Series D · Dec 2024

Amp Robotics builds AI-powered robotic sorting systems that use cameras and robotic arms to identify and pluck recyclables from conveyor belts. The company shifted its business model from placing robots in existing plants to running entire sorting facilities as a service. Amp handles operations, maintenance, and upgrades while contracting partners handle waste sourcing, offtake of valuable materials, and disposal of non-recyclables. The company charges customers per ton of waste sorted. The decade-old company has deployed around 400 robots and operates three facilities with another in the works. Amp recently raised $91M in a Series D, a round that was slightly smaller than its prior Series C, which raised $104M per SEC filings, highlighting fundraising headwinds for mid- to late-stage startups. AMP Robotics develops AI-powered robotic sorting systems (its flagship product is AMP Cortex) to pick and reclaim plastics, cardboard, paper, cans, cartons and other packaging types. The company says Cortex can perform 80 to 120 picks per minute and its AI platform has identified over 75 billion objects to date. AMP offers a more compact AMP Cortex-C and an integrated, standalone facility offering, and also resells recyclable commodities to end-market buyers. The startup employs around 200 people and reports a robotic fleet of roughly 275 units deployed in over 100 centers, with Waste Connections as its largest customer. AMP plans to grow its secondary sortation business across three U.S. production facilities in the Denver, Atlanta and Cleveland metro areas and pursue larger fleet-wide and international deployments. The company says new capital will help scale operations, retrofit existing recycling infrastructure and build technology and team capacity for upcoming opportunities. AMP Robotics develops AI-driven computer vision and high-speed robotics systems (AMP Cortex and AMP Neuron) that identify and sort recyclables from mixed material streams. Its technology recognizes materials by color, size, shape, opacity, and brand, and can recover items as small as bottlecaps or specific items like Keurig pods. AMP has hundreds of deployments across North America, Asia, and Europe and a coast-to-coast U.S. presence spanning more than 20 states, and signed its largest contract to deploy 24 systems with Waste Connections. The company will use the new funding to scale operations, develop new AI product applications for materials recovery facilities, and support market expansion with CPG partners such as Keurig Dr Pepper to help meet recycled-content goals. AMP's technology aims to improve material quality, worker safety, productivity, and reduce costs and greenhouse gas emissions while increasing recycling rates and resource recovery. Headquartered and manufactured in Colorado, AMP positions itself as the leading provider of AI-guided robotics systems for recycling globally. AMP Robotics is a Denver-based company that builds recycling robots combining computer vision, machine learning and robotic automation to improve sorting efficiency and material quality. Its systems can identify branded packaging and are used to sort plastics, cartons, fiber and metals, with deployments across multiple U.S. states. In October the company completed a 14-robot installation at Single Stream Recyclers, the largest single deployment in the recycling industry, and its robots can sort and pick about twice as fast as people with higher accuracy. AMP has two revenue streams: a robotics-as-a-service offering and a direct sales option, and it has made installations in California, Colorado, Indiana, Minnesota, New York, Pennsylvania, Texas, Virginia and Wisconsin. The company plans to use new funding to expand manufacturing capacity, broaden its market scope and push into international markets, and it is building out reporting capabilities tied to its vision systems. AMP is also exploring applications beyond recyclables, including automotive scrap and construction waste.