Refer & Earn
PortfolioEarn Carry Earn Carry
Investments
Company
Traction
Round (pre)
Investors
Performance
Closing
Robotics
Figure AI
Autonomous humanoid robot
Commercial deals with BMW and one of the largest US companies
$1.5B Series C
Bezos Expeditions, OpenAI, NVIDIA, Intel
-
Info
29 April
AI
Perplexity
AI answer engine
$100M ARR
Secondary @$12.5B valuation
IVP, Bessemer, NEA, Jeff Bezos, NVIDIA, Gary Tan, Naval Ravikant
3x
30 April
Space
Impulse Space
Efficient space transportation
$100M revenue proj in 2025
$250M Series C @$1.4B pre
Linse Capital, DFJ Growth, Founders Fund, Raytheon, Lux, DCVC, Valor, Airbus, IQT
2 May
xAI
Interpretable & trustworthy AI
Rapidly growing ARR, major partnerships
Secondary @$80B
a16z, Sequoia, Nvidia
1.6x
Cypto
Kraken
Security focussed crypto platform
$1.5B/yr revenue
Secondary @$7.5B
Tribe Capital, Blockchain Capital
Biotech
Neuralink
Brain-machine interfaces
One of few BCI companies with highly successful trials
$500M @$8.5B
Founders Fund, GV, Craft, DFJ, Valor, Sam Altman
7 May
Scale AI
AI data infrastructure platform
Projecting $2B ARR in 2025
Secondary preferred shares
Accel, Index, Founders Fund, Coatue, Spark, Tiger, Amazon
1.8x
April 2025
OpenAI
AI research organization
Targeting $13B ARR in 2025
Primary @$260B
Softbank, Coatue, Founders Fund, Nvidia, Thrive, Microsoft
Apptronik
Human robotics
$800M ARR in LOIs
$350M Series A @$1.4B
Google, Capital Factory, B Capital
Energy
Radiant Nuclear
Modular Nuclear Energy
$150M pipeline
Extension of $100M Series C
Founders Fund, Andreessen Horowitz, USV, Tribe Capital, DCVC
Neural engineering
Science Corporation
Developer of an implantable brain-machine interface.
Co-founder of Neuralink
$100M Series C @$450M
Khosla
March 2025
Defense
Anduril
Autonomy for Every Mission
$1.5B in contract revenue
$2.5B Series G @$28B
Founders Fund, a16z, Valor, 8VC , DFJ, General Catalyst, Lux, Spark
Anthropic
Building reliable, interpretable, and steerable AI systems.
$1B ARR
Series E
Amazon, Google, Spark, Dustin Moskovitz, Eric Schmidt, Jaan Tallinn
March 25
SpaceX
World’s most advanced rockets and spacecraft
$13.3B revenue proj in 2024
Secondary
Founders Fund, Fidelity, GVs, Valor, Sequoia, NASA
Targeting $11B ARR in 2025
Secondary @$157B
Microsoft, Nvidia, Thrive
1.52x
Feb 2025
Stoke Space
Reusable rockets to and from any orbit.
$600M in binding launch agreements
$250M Series C @$650M
Glade Brook, Bill Gates’ Breakthrough Energy Ventures, Point72
MedTech
Sully.ai
AI Medical Employees
$2.2M ARR
$15M Series A
Amity Ventures, YC
3.8x
Jan 2025
Dec 2024
Varda
Space-based manufacturing
Multiple large defense contracts
$150M Series C
Founders Fund, Thiel Capital, Lux, Khosla, Caffeinated, Shrug, HOF
Tender
$6B Series C $50B
Nov 2024
$50M ARR, 500M monthly queries
$500M Series D @$8.5B
Biotechnology
Phagos
Building a sustainable alternative to antibiotics
Commercial deal worth up to €7.5M/ year
€15M Series A @€40M
CapAgro, Hoxton Ventures, Cap Horn
Oct 2024
Vatn Systems
Autonomous underwater vehicles (AUVs)
$1M revenue in 2024, $50M pipeline
$11.5M Seed @$40M
Lockheed Martin, Raytheon, DYNE Ventures, Cubit Capital, Decisive Point
AI chip
Extropic
A new type of chip that harnessed the power of physics
Thermodynamic chip significantly faster & more energy efficient than Nvidia’s GPUs
Uncapped SAFE (15% discount)
Kindred, Valor, Aravind Srinivas, Balaji Srinivasan, Bryan Johnson, Garry Tan, Naval Ravikant, Tobias Lutke
Sept 2024
Swan
Autonomous systems-as-a-service
Growing pipeline of customers
$6M Seed @$19M
Andreesen Horowitz
$3.4B in ARR (580% YoY growth)
Secondary ($180/ppu - $104B valuation)
Microsoft, a16z, Founders Fund, Sequoia, Thrive
Close to $1.4B ARR
Secondary - Series C shares
Cybersecurity
Haize Labs
Safety tooling for AI systems
5 to 7 figure contracts signed and being signed with leading AI enterprises
$9M SAFE @$100M cap
General Catalyst, Soma, founders of: Pika, Replit, Cognition
August 2024
Creative
Pika
Professional AI video creation
Millions of users
$80M Series B @$390M pre
Spark, Lightspeed, Greycroft
Development
Webflow
Visual web development platform
Approaching $200M in ARR and profitability
Accel, YC, Khosla
June 2024
~30M MAU, 15-18% MoM revenue growth (targeting $100M EO24)
$250M Series C
Bessemer, IVP, NEA, Jeff Bezos, NVIDIA, Gary Tan, Naval Ravikant
Trajectory to hit $1B ARR in 2024
1.5x
Automotive
Wild Energy
A fully integrated trailer platform
$1.2M in active & pending pilot programs
$2M Seed @$10M
TechNexus, SOSV, Gaingels
April 2024
An AI co-pilot that improves healthcare & handles administrative tasks
Rapidly scaling clinics
Seed
Entertainment
ReelGood
Reelgood is an all-in-one streaming guide that plays directly to your TV.
$4.4M ARR with customers include Google, Apple, Amazon, Dish, TiVo, Warner Bros
$3M Convertible note @$50M cap
August Capital, Runa Capital
LegalTech
SoloSuit
Resolve debt collection lawsuits
$1.5M ARR & Profitable with >1,2000 customers/month
$3M Seed on a $16M pre-money SAFE
Filter Fund, Leonis VC
March 2024
Xtend
OS for drones & robotics
Projecting $30M in 2024 & hitting profitability, $28M in signed contracts & $80M in pipeline
$20M Series B @$90M
Union Tech Ventures, ClalTech, Drone Fund, Chartered Group
Insurtech
Covu
AI-enabled platform for independent insurance agencies,
$5M in booked ARR (~$120M GWP)
$7M Series A @$26M
BGV, ManchesterStory Group, Markd.VC, Plug and Play, UpHonest Capital
Comms
Attentive
Conversational commerce, reinventing business-to-consumer communication
~$500M ARR (projecting >$650M in 2024), Growth has been 30-50% YoY
Secondary @67% discount to Series E (2021)
Sequoia, Coatue, Tiger, Softbank, IVP
Manufacturing
Oros Labs
Advanced thermal solution for people & buildings
$4M rev, $36M contracted/pipeline
$30M Series B @$70M
Airbus Ventures, United States Innovative Technology Fund, Jeff Jordan
Feb 2024
Firestorm
Modular Unmanned Autonomous Systems
$10M contracted revenue
$8M convertible @$60M cap (15% discount)
Lockheed Martin, 645 ventures, Decisive Point
4.8x
140% IRR
Fintech
Brightflow AI
Intelligence for forecasting & financing
$15.6m rev run-rate, 3x YoY growth
$8M convertible @$80M cap (20% discount)
Haymaker, Bonfire, SBI Holdings
Monarch Energy
Utility-scale green hydrogen
$400M facility in the pipeline
Seed → $25M Series A
LS Power
6.3x
176% IRR
Nov 2023
Vartega
Carbon fiber recycling
Projecting $2.4M in 2022 revenue (4X growth over 2021)
$4.5M Seed (2022) → $11M Series A (2023)
The Belle Fund, HG Ventures, Autodesk, Keiretsu Forum, New Climate Ventures, Techstars
4x
128% IRR
Hardware
AnySignal
Next-gen RF tools for aerospace, space
$4-6M booked revenue, $10M by EOY
$2M Seed+ @$28M
Blue Yard Capital, Caffeinated Capital, Acequia Capital, First In Capital, Also Capital
Oct 2023
Kayhan Space
Cloud-based satellite collision avoidance
$4M ARR, US Air Force, NASA
$10M Series A @$21M
Eve Atlas, Initialized Capital, Booz Allen Hamilton, CEO of Y Combinator (Garry Tan), Techstars
Sept 2023
SaaS
Fluent
Business Intelligence meets Figma
31,000 businesses on their waiting list and are generating $132,000 ARR after launching their beta program over the last 3 weeks
Pre-seed (2022) → $7.5M Seed @$33.5M (2023)
Hoxton Ventures, Tiferes Ventures, Triple Point Ventures
4.1x
210% IRR
July 2023
Blockchain
Transcrypts
Self Sovereign Verifications
$1M ARR, 154 enterprise customers
$1M Seed+ @$16M
Portal Ventures, Mark Cuban, Protocol Labs, Techstars
August 2023
AI / ML
Quantly
Toolkit for analysts & investment professionals
40+ enterprise customers in the pipeline & 6 design partners
$800k SAFE @$5.15M
Notion Capital, Cur8 Capital, REMUS Capital, EF
June 2023
Logistics
Artyc
Decarbonizing the cold chain
$500K pipeline in pilots, contracts, or LOI’s with top tier life science distributors
$10M Series A on a $35M pre-money valuation
Lower Carbon Capital, Collaborative Fund, SOSV + HAX, MCJ Collection
May 2023
Dexory
Autonomous warehouse robotics
80+ customers in the pipeline with 6k+ warehouses, representing $205M+ in potential ARR
$19M Series A round @$64.75M
Atomico, Lakestar, Capnamic Ventures, Kindred Capital, Maersk Growth
2.2x
cdfx
Dementia diagnostics & therapeutics
Exclusive access to a comprehensive collection of over 4,500 patient samples
$1.3M SAFE at a $6.17M pre-money valuation
Octopus Ventures, Primera Capital, Tiny VC, Antler
Legal Tech
JustPoint
AI platform that matches personal injury cases to the best-suited law firms
$66.5M in settlement claims, which equates to $5.2M in risk-adjusted payouts for the company
$1.5M pre-Series A @$25.5M
Crossbeam Venture Partners, Lightbank, Interplay VC, Charge Ventures, Honeystone Ventures
1.7x
March 2023
Martech
Latley
AI-powered content repurposing engine
Approaching $1M ARR, 557 customers
$1M SAFE @$13M
Graham & Walker
Productivity
Floworks
Conversational AI to empower sales teams
$33k ARR within weeks of launching
Pre-Seed (2022) → $1.5M SAFE @$5.25M
YC, Sense AI, Entreprenuer First, Gaingels
Feb 2023
Alts
Discover & invest in the world’s best alternative assets
55k subscribers with $300K+ARR
$1M @$6.5M pre-money valuation
Blackbird Ventures, Stonks.co, Treble Capital
2022
MetaVoice
Unified Speech AI in any language and voice
Beta launched with highly engaged community
$3M SAFE @$20M cap
Lattice Capital, 7percent, Balaji
Design
Aesthetic
AI-powered creative
Aesthetic will power the OrangeDAO community
$5M @$45M valuation
Y Combinator, Paul Graham, SV Angel, A. Capital, Liquid2
Rounds
Latest Valuation
Tractable
AI to assess, repair and protect cars and homes
Seed (2020) → $120M Series B (2022)
Insight, Ignition, Softbank
125x
82% IRR
Measurabl
Proptech
ESG data mgmt for real estate
Pre-Seed → Series D
Salesforce Ventures, Crosscut, Sway Ventures
63x
99% IRR
Cleo
Tailored financial tools that increase your ability to save
$3M Seed (2017) → $80M Series C (2022)
Balderton, EQT, LocalGlobe
55x
120% IRR
June 2022
Omnipresent
HR tech
Remote talent compliance
Playfair Capital, Episode 1, Tencent, Uncorrelated Ventures
58x
1,200% IRR
March 2022
Vanta
Security
Automating compliance and streamling security reviews
Seed (2018) → $110M Series B (2022)
Sequoia, YC, Craft, Workday, Atlassian, HubSpot
107x
222% IRR
Connect Earth
Climate
Carbon data for sustainable finance
Pre-Seed (2022) → $5.7M Seed
MSM, Plug and Play, Entrepreneur First
6x
500% IRR
Citadel
Drone defense system
Pre-Seed (2016) → Acquisition (2021)
Lightspeed
22x
86% IRR
Nov 2021
Vuori
Commerce
Premium performance apparel
Pre-Seed (2014) → $400M Series A (2021)
Softbank, Norwest Venture Partners
572x
148% IRR
Oct 2021
Accurx
Medtech
Communications between healthcare providers & patients
Pre-Seed (2017) → $28M Series B (2021)
Lakestar, Atomico, LocalGlobe
25x
104% IRR
Sept 2021
Biolinq
Biosensing Platform for Metabolic Health
Pre-Seed (2014) → $100M Series B (2021)
RiverVest Venture Partners
33x
65% IRR
Atlas ML
AI Tools
Making it easier to discover and apply deep learning
Seed (2018) → Acquisition (2019)
Episode1, Kindred Capital
10x
900% IRR
Dec 2019
AttackIQ
Cyber Security
attack simulation products for security control validation
Seed (2015) → $44M Series C (2021)
Index, Khosla, Salesforce Ventures
18x
62% IRR
Jul 2021
Exand
Deal of the Week [Confidential - do not share]