INVESTOR DASHBOARD · Q2 2026
Tier One Investor Dashboard
3 syndicate investment opportunities are currently live.
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Portfolio News
Jul 2026
Pally AIPortfolio Update
Launches enterprise AI companion platform with SOC 2 Type II
Conversational AI platform certified for regulated industries. Early design partners include major healthcare and financial services firms.
Jul 2026
Otto FinancePortfolio Update
Expands embedded finance API across European markets
Banking-as-a-service platform now live in DACH, Benelux and Nordics. Pipeline of enterprise integrations growing quarter over quarter.
Jul 2026
Privateer SpacePortfolio Update
Acquires Orbital Insight, raises $56.5M for satellite data marketplace
Steve Wozniak's space startup launches a global online marketplace connecting customers with orbiting satellites for planetary data.
Jul 1, 2026
TwelveLabsPortfolio Update
Raises $100M to bring superintelligence to video AI models
Total funding now exceeds $207M. Multimodal video understanding platform processing 1B+ videos monthly for enterprise.
Jul 2026
NeurophosPortfolio Update
Photonic OPU delivers 2 ExaFLOPS in a single 10 kW tray
Optical Processing Unit compresses a 3,000 lb GPU rack into one tray at 300 TOPS/W. First systems targeted for early 2028; secure allocations now open.
Jul 14, 2026
AnthropicPortfolio Update
Calls for AI nonproliferation — labs should weigh pausing frontier models
Export controls on Claude Fable 5 and Mythos 5 lifted. Safety stance positions Anthropic as the responsible-AI leader.
Jul 10, 2026
Perplexity AIPortfolio Update
Annualized revenue crosses $450M after dropping advertising
Revenue jumped ~50% the month after exiting ads. Computer for Counsel launched for the legal-tech vertical.
Jul 8, 2026
Mistral AIPortfolio Update
Studio launches — a system of record for versioned AI prompts & skills
AI Now Summit 2026 unveiled an industrial AI stack partnering with Airbus, BMW and ASML for design & simulation.
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