Valor Equity Partners — 2023 Investments

Logiwa IO is a cloud-native warehouse management system designed for third-party logistics providers and fulfillment networks that process high volumes of orders.

AI & Machine LearningEnterprise SoftwareLogistics & Supply ChainSaaSChicago, US

EMErhan Musaoglu(CEO)inGHGreg Halko(COO)inPBPatrick Bouchard(CRO)in

BoardAnna Garcia(Director)CBCenk Bayrakdar(Director)in

Board seatJSJonathan Shulkin· per SEC Form D

Co-investorsLALaunchCapitalNENewRoad Capital Partners, LLCRURunway Venture PartnersSPSpider CapitalBABAM ElevateLALaunch Capital+2 more

Amboss provides analytics, node and channel explorer tools, and free utilities (invoice/LNURL decoding, fiat-BTC conversion) for the Bitcoin Lightning Network.

Crypto & Web3Data & InfrastructureDeveloper Tools

Co-investorsSTSTILLMARKDRDraper AssociatesFUFulgur Ventures

Cambrium designs novel molecules and materials by combining AI with bioscience disciplines such as molecular biology, protein engineering, and material science.

AI & Machine LearningBiotechDeep TechNew Materials

MDMitchell Duffy(Founder)inCCCharlie Cotton, PhD(Founder)inCharlie Cotton(Founder)Mitchell Duffy Charlie Cotton(Founder)

Co-investorsBEBerliner Volksbank VenturesDGDG Daiwa VenturesEAEarth Venture CapitalGRGradient VenturesJUJuniperRERedstone+5 more

Capstack Technologies operates a bank-to-bank loan marketplace that enables financial institutions to connect, share assets, and manage risk collaboratively.

B2B MarketplacesEnterprise SoftwareFintechMarketplacesSaaSMiami, US

Michal Cieplinski(Founder)inTPTzvika Perelmuterin

BoardLALogan Allin(Director)in

Co-investorsCOCowboy VenturesFUFuture Perfect VenturesGAGaingelsSESelah VenturesCICiti VenturesFIFin Capital

Cumulus manufactures a cold coffee brewing machine that produces cold brew, nitro, and cold espresso on demand, sold direct to consumers alongside specialty coffee capsules and accessories.

ConsumerHardwareNew York, US

Mesh Gelman(Founder)in

BoardJSJonathan Shulkin(Director)DLDan Levitan(Director)in

Co-investorsMAMaveronBRBrick Mortar VenturesINInvesting Women AngelsSHShell VenturesSVSV Health Investors

Aerial imaging and AI inspection company for renewable energy and infrastructure assets, rebranded as Zeitview in 2023.

San Diego, US

DBDaniel Burton(Executive Officer, Director)ETEli Tamanaha(Executive Officer, Director)in

BoardMSMark Suster(Director)inVPVivek Pattipati(Director)inMichael Bishop(Director)GBGreg Bettinelli(Director)in

Co-investorsENEnergy Transition VenturesACAccelHEHearst VenturesPRPritzker Group Venture CapitalRARazi VenturesTHThe Chernin Group (TCG Crypto)+2 more

Enfabrica develops networking silicon and infrastructure for AI and accelerated computing, using a multi-path switched fabric that connects CPUs, GPUs, and memory endpoints with fault tolerance and load distribution.

AI & Machine LearningData & InfrastructureSemiconductorsMountain View, US

Shrijeet Mukerjee(Director)RSRochan Sankar(Founder)inSMShrijeet Mukherjee(Founder)in

BoardGBGavin Baker(Director)inStefan Dyckerhoff(Director)

Co-investorsALAlumni VenturesBABasecamp FundCACastor VenturesCICisco InvestmentsPRProsperity7 VenturesSASamsung Catalyst Fund+7 more

Extropic builds thermodynamic computing hardware, including thermodynamic sampling units (TSUs) designed to be more energy efficient than GPUs for probabilistic AI workloads.

AI & Machine LearningDeep TechHardwareSemiconductorsAustin, US

GVGuillaume Verdon(Founder)inGuillaume Verdon Trevor McCourt(Founder)Trevor McCourt(Founder)

Co-investorsATAtacama VenturesBEBeyond CapitalBLBlack FlagHOHOF CapitalHYHyperguapINInfinite Capital+12 more

The page is an online gambling/betting operator ("OK9") targeting Vietnamese players, offering sports betting, online casino, slots, fish-shooting games, lottery, and card games.

Deep TechHardwareSpace TechWest Hollywood, US

Neeldev Kunjur(Executive Officer, Director)Karandev Kunjur(Executive Officer, Director)KKKaran Kunjur(Founder)inNKNeel Kunjur(Founder)in

Co-investorsALAlpine Space VenturesALAlso CapitalASAsymmetric Capital PartnersCACapitalGEAEarthrise VenturesFIFirst Round Capital+22 more

Magrathea develops a new electrolytic process to produce magnesium metal from seawater and brines, aiming to establish American and Western supply of this defense-critical material currently dominated by China.

Advanced ManufacturingCleantechDefense TechNew MaterialsArkansas, US

Alexander Grant(CEO)Alex Grant(Founder)Jacob Brown(Founder)

Co-investorsAVAvilaBABalerion Space VenturesCOCompoundHYHyperguapJUJuniperNENecessary Ventures+5 more

Pano develops artificial intelligence and machine learning technology solutions to help utility companies and fire agencies detect and manage wildfire threats.

AI & Machine LearningClimate TechDefense TechEnterprise SoftwareMedia & EntertainmentCambridge, US

SKSonia Kastner(Co-Founder & CEO)inASArvind Satyam(Co-Founder & Chief Commercial Officer)in

Co-investorsALAlumni VenturesATAthletic VenturesCECerity Partners VenturesCHChrysalixCOCongruent VenturesCOConvective Capital+9 more

Supra is a technology company providing cross-border B2B payment and collection services for importers and exporters.

Emilio Pardo Caicedo(Founder & CEO)in

Co-investorsHTHTwentyHYHyperithmVAVarys CapitalANAnimoca BrandsCOCoinbase VenturesFAFaculty Group+14 more

Unchained provides bitcoin financial services including loans and custody solutions built on collaborative custody structures.

Crypto & Web3FintechAustin, US

JKJoe Kelly(Founder)inDBDhruv Bansal(Founder)inMichael Komaransky(Director)MEMike Erwin(Director)Joseph Kelly(Founder)

BoardEGEzra Galston(Director)in

Co-investorsKUKube VCLILightning VenturesLOLontra VenturesSTStarting LineTETen31TRTrammell Venture Partners (TVP)+10 more

Xage builds zero trust access and security solutions to protect critical infrastructure systems and prevent cyberattacks.

CybersecurityEnterprise SoftwareIoTSaaSPalo Alto, US

RARoman Arutyunov(Executive Officer)inSISusanto Irwan(Executive Officer, Director)inSriinDGDuncan Greatwood(Executive Officer, Director)inDorea El-Sayed(Executive Officer)Norman Thorlakson(Executive Officer)

Co-investorsCICity LightMAMarch Capital PartnersMOMomenta VenturesPIPiva CapitalSASaints CapitalTHThe Hive+7 more