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JAN '26
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Allude
Building the AI expert for factories. Allude is live in several factories, having landed a $70K ARR contract serving a billion-dollar revenue semiconductor company, and a $25K PoC with a top-tier global FMCG company. They are in final conversations for another $150K in contract value.
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Atlas
The routing infrastructure for private aviation. Since launching five weeks ago, Atlas matched and closed over $420K in flights. Their matching algorithm exceeds the industry standard by 5x and is over 100x faster. Atlas is now integrated with five brokers and three operators as their native sourcing tool.
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Atlas
The routing infrastructure for private aviation. Since launching five weeks ago, Atlas matched and closed over $420K in flights. Their matching algorithm exceeds the industry standard by 5x and is over 100x faster. Atlas is now integrated with five brokers and three operators as their native sourcing tool.
Bluevia Health
AI to prevent post-surgical complications. Bluevia Health has partnered with Mayo Clinic, with access to 5M patient records, and is in active pilot discussions with multiple top-20 US health systems to deploy its surgical safety platform.
Delaware C
Buckeye AI
Giving domain experts the power to build, maintain, and scale their own automations. In just 60 days, Buckeye has generated $8.8M in reimbursements for their first customer. This customer has converted to a $300K contract and has expanded into new use cases. The team have a pipeline worth $1.8M.
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Buckeye AI
Giving domain experts the power to build, maintain, and scale their own automations. In just 60 days, Buckeye has generated $8.8M in reimbursements for their first customer. This customer has converted to a $300K contract and has expanded into new use cases. The team have a pipeline worth $1.8M.
Catalon
The AI engine for the chemical industry. The team have closed 60K in two initial contracts, and are in late stage negotiations to close a further $66K. They have a pipeline worth $1.3M.
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Letty
The world's last property manager. In just ten weeks, Letty is live in agencies with $450K contracted ARR. Letty has grown 200% MoM and replaced two property managers for their first customer, providing over $120K in value.
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M11
Neutral data infra for agentic commerce, to help brands maximize distribution for any channel or AI. In eight weeks since inception, M11 built a working prototype with paying customers across five verticals, achieving 250% uplift in agent data availability. They are integrating with WooCommerce, Shopify, OpenAI, Google and Stripe’s Agentic Suite.
Delaware C
M11
Neutral data infra for agentic commerce, to help brands maximize distribution for any channel or AI. In eight weeks since inception, M11 built a working prototype with paying customers across five verticals, achieving 250% uplift in agent data availability. They are integrating with WooCommerce, Shopify, OpenAI, Google and Stripe’s Agentic Suite.
Movable Voice
The Voice AI layer for frontline management. Movable Voice is automating complex voice workflows for frontline workers in precision manufacturing and logistics, with $450K in active pilot pipeline.
Delaware C
Nerva AI
AI operating system for data centers. Nerva has secured three POCs (in contract review) with three data centers across the US, UK, and Mexico, whose combined capacity is 250 megawatts. The POCs will convert to $2.5M in ARR after completion.
Delaware C
Odysser
Video editing agent with taste. Odysser organically grew from 30 private beta users to 4.8K creators in four weeks, with 2K WAU and ~3K total video exports.
Delaware C
Orbi
AI companions that turn kids from consumers to creators. Orbi has grown 25% WoW to 1K+ beta users, with 50% referral-driven growth, 80% w4 retention, and power users spending 6+ hours/week.
Delaware C
Pharosyn
AI agents for strategic intelligence in pharma. Pharosyn is closing six-figure deals in contract redlining with two pharma companies. Their first pilot resulted in a rip-and-replace of a $100K incumbent, after just one month of piloting Pharosyn.
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Rama
AI-powered electronics component supply chain. Within three months, Rama has closed $200k of contracts across multiple customers. The team have $1.4M+ in near-term pipeline.
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Rencom
Powering the internet economy for AI. Rencom serves agents with reliability rankings, having indexed 500K+ services across multiple commerce protocols. They are the most advanced search engine for agentic commerce in the market.
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Sekkari
Photonic processing chips for embodied AI. Sekkari has five LOIs across drone and robotics companies ($10M), and are in discussion with Kodiak (IPO'd) and Acsia (VW supplier). Advised by Michael Liu (Skyworks, ex-Intel head). Technology: 50GHz vs 2–5GHz today, and up to 50x faster processing.
Delaware C
Sekkari
Photonic processing chips for embodied AI. Sekkari has five LOIs across drone and robotics companies ($10M), and are in discussion with Kodiak (IPO'd) and Acsia (VW supplier). Advised by Michael Liu (Skyworks, ex-Intel head). Technology: 50GHz vs 2–5GHz today, and up to 50x faster processing.
Truvo
The first autonomous insurance broker. In three months, Truvo partnered with 25+ top insurance carriers and went from 0 to 2x industry standard efficiency, building towards a fully autonomous broker. They have sold to 100 customers and have the lowest CAC in the market.
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