Valor Equity Partners — 2025 Investments

NewLimit develops epigenetic reprogramming medicines to extend healthspan and treat age-related diseases at the intersection of computer science and biotechnology.

AI & Machine LearningBiotechLongevitySouth San Francisco, US

BABrian Armstrong(Founder)inBBBlake Byers(Founder)inJKJacob Kimmel(Founder)inMichael Polansky(Executive Officer)

BoardZDZavain Dar(Director)in

Co-investorsS3S328V8VCABAbstract VenturesAGage1BEBeyond CapitalCACapital B Private Holdings+15 more

Castle Creek Biosciences develops re-dosable gene therapies for genetic diseases, with a lead candidate (D-Fi) in registrational clinical trials for dystrophic epidermolysis bullosa.

BiotechDeep TechMedical DevicesExton, US

MGMatthew Gantz(President and Chief Executive Officer)inDCDavid ChuinMTMichael TownsleyCJChristopher J. LarsoninRWRhea WilliamsinJude Sullivan(Executive Officer)

Board seatAGAntonio Gracias· per SEC Form D

Co-investorsPAParagon Biosciences LLCFIFidelity InvestmentsHOHorizon

Crusoe builds energy-first AI infrastructure, using innovative and renewable energy sources to power hyperscale AI factories and a cloud platform for AI workloads.

AI & Machine LearningCloud ComputingData & InfrastructureEnergyDenver, US

CCCully Cavness(Founder)inCLChase Lochmiller(Founder)inCharles Cavness(Executive Officer, Director)Matthew DeNezza(Executive Officer)inJSJamey Seely(Executive Officer)inMGMichael Gordon(Executive Officer)in

Board seatVKVivek K. Pattipati· per SEC Form D

Co-investorsABAbstract VenturesACACTIVATE CAPITAL PARTNERSADAdvaita CapitalAIAir Street CapitalAKAkkaALAlkeon Innovation+74 more

MagicSchool is an AI platform designed for schools that helps teachers with lesson planning, student support, and feedback, while enabling students to develop AI skills.

AI & Machine LearningEdTechDenver, US

AKAdeel Khan(Founder)inTTTodd Tobin(Executive Officer)inJames Biven(Executive Officer)

BoardCMChristina Melas-Kyriazi(Director)in

Board seatAGAntonio Gracias· per SEC Form D

Co-investorsBABain Capital VenturesEDEdovate CapitalGSGSV VenturesRARange VCSEService Provider CapitalSMSmash Capital+3 more

Chicago, US

Robert Lindquist(Executive Officer, Director)Josh Kaplan(Founder)Scott Kitun(Founder)JWJohn Williamson(Founder)Rob Lindquist(Founder)

Board seatJSJonathan Shulkin· per SEC Form D

Co-investorsCOCorazon Capital

Biobot pioneers wastewater epidemiology, monitoring pathogens and substances in sewage to provide real-time public health surveillance at the community level.

BiotechData & InfrastructureGovTechHealthtechBoston, US

NGNewsha Ghaeli(President)inMMMariana Matus(Founder)inMariana Guadalupe Matus Garcia(Executive Officer, Director)Ayo Omojola(Investor)in

BoardVPVivek Pattipati(Director)inAPAndrew Perlman(Director)in

Co-investorsAMAmerican Family Insurance Institute for Corporate and Social ImpactBLBlindspot Ventures Management CoDCDCVC (Data Collective)DEDesignXDODorm RoomHAHalf Court Ventures+22 more

Celero is a data infrastructure platform for legal entities (PJs) in Latin America that uses artificial intelligence to help financial institutions gain comprehensive customer insights and optimize credit expansion for business customers.

AI & Machine LearningData & InfrastructureFintechSão Paulo, BR

JHJoão Henrique Tosin(Founder)inPCPedro Chaves(Founder)in

Co-investorsALAllievo CapitalCACapitalGHOHoney Island CapitalATAtreides ManagementMAMaverick SiliconSUSutter Hill Ventures

Celero Communications develops coherent DSP (digital signal processor) technology for high-bandwidth, low-power optical connections used in AI and data center infrastructure.

Deep TechHardwareSemiconductorsLaguna Beach, US

OAOscar Agazzi(Executive Officer, Director)inNariman Yousefi(Executive Officer, Director)in

BoardRARobert Abbott(Director)inSDStefan Dyckerhoff(Director)inJLJames Luo(Director)inGBGavin Baker(Director)in

Co-investorsCACapitalGATAtreides ManagementMAMaverick SiliconSUSutter Hill Ventures

Cerby provides an identity security platform that extends password management, SSO, MFA, user provisioning/deprovisioning, and privileged access management to disconnected applications that lack SAML, OIDC, or SCIM support.

CybersecurityEnterprise SoftwareSaaS

BLBelsasar Lepe(Founder)inVVidal(Co-Founder & CTO)inETErnie Tkac(Chief Revenue Officer)inMMMatt McCawley(VP of Customer Experience, Business Development & Partnerships)inMLMiles Lavin(Chief Financial and Operating Officer)inVidal Gonzalez(Founder)

Co-investors51515 VenturesALAlumni VenturesAVAV8 VenturesBOBowery CapitalCACarnrite VenturesCACategory Ventures+14 more

Chaos Inc. develops portable radar systems and unmanned aerial system (UAS) detection technology for defense applications, offering efficient multi-target tracking and rapid deployment capabilities.

Defense TechHardware

JTJohn Tenet(Founder)GHGavin Hood(Founder)inJohn T.(Founder)inBo Marr(Founder)Brett Cummings(Founder)

Co-investors8V8VCACAccelALAlpha Wave GlobalCUCubit CapitalHOHOF CapitalINInflection Ventures+10 more

Epogee develops EPG, a modified fat ingredient that reduces calorie absorption by around 92% while maintaining the taste and texture of traditional fat.

FoodTechNew Materials

Co-investorsHGHG VenturesGRGreenoaks

Fastino is an applied research lab developing specialized small language models and APIs for structured data extraction, classification, reasoning, and production AI workflows.

AI & Machine LearningData & InfrastructureDeveloper ToolsPalo Alto, US

Ashley Lewis(Executive Officer, Director)ALAsh Lewis(Founder)inGHGeorge Hurn-Maloney(Founder)in

BoardGMGeorge Mathew(Director)in

Co-investorsDEDeepwater Asset ManagementLOLoup VenturesM1M12 (Microsoft's Venture Fund)DRDropbox VenturesINInsight PartnersKHKhosla Ventures+1 more

Matic makes an autonomous home robot that vacuums and mops floors, using visual perception and continual 3D mapping to navigate and clean around obstacles.

ConsumerHardwareRoboticsMountain View, US

MNMehul Nariyawala(Founder)inNDNavneet Dalal(Founder)in

BoardVictor Miller(Director)

Co-investorsABAbstract VenturesCOCollaborative FundHAHAWKTAILA*A*ANAnthem Venture Management, LlcANAnthemis Venture+6 more

Motion is an AI-powered work platform that unifies projects, tasks, docs, and meetings in one interface, with autonomous AI agents that handle scheduling, reporting, and administrative work for teams.

AI & Machine LearningEnterprise SoftwareFuture of WorkSaaSSan Francisco, US

HQHarry Qi(Founder)inOROmid Rooholfada(Founder)inEYEthan Yu(Founder)inDavid Nelson(Executive Officer, Director, Promoter)Daniel Kruchkow(Director, Promoter)Mark Nelson(Director, Promoter)

Co-investorsHOHOF CapitalLELeonis CapitalNENewView CapitalSCScale Venture PartnersSISignalFireTUTuesday Capital+15 more

Nirvana is a DeFi protocol built around an Assured Value Machine (AVM) that uses reserves and mathematical rules to set a rising floor price for its ANA token, offering liquidation-free zero-interest credit, community governance, and reserve-backed price stability.

Crypto & Web3Fintech

Co-investorsMAMagnus CapitalMOMow CapitalGEGeneral CatalystLILightspeed Venture Partners

QuEra develops neutral-atom quantum computers, building both the quantum hardware and the classical control systems that operate them, along with related software and applications.

Deep TechHardwareQuantum ComputingBoston, US

NGNate Gemelke(Co-founder, Chief Technology Strategist)inVladan Vuletić(Founder)inMikhail Lukin(Founder)Markus Greiner(Co-founder, Professor of Physics, Harvard University)NGNathan Gemelke, Ph.D.(Co-founder, Chief Technology Strategist)inMLMikhail Lukin, Ph.D.(Co-founder and Chief Scientist, Professor of Physics, Harvard University)

Co-investorsCACarbide VenturesCOConstructor Capital USNVNVIDIASASafar PartnersSOSoftBank Vision FundDADay One Ventures+2 more

Substrate is developing a U.S.-based semiconductor foundry, inventing technology aimed at extending Moore's Law while lowering the cost of leading-edge fabs and the wafers they produce.

Deep TechHardwareSemiconductors

Co-investorsGEGeneral CatalystINIn-Q-TelLOLong Journey VenturesFOFounders Fund

Tric Robotics builds autonomous, tractor-scale farm equipment that uses ultraviolet light and an electric bug vacuum for chemical-free pest and disease control, primarily for strawberry farmers.

AgTechAI & Machine LearningRobotics

ASAdam Stager(Founder)inRBRyan Berard(Founder)inVSVishnu Somasundaram(Founder)inNathan Neubauer(Founder)

Co-investorsEMEmbark VenturesRERedstick VenturesSOSoundboard Venture FundSPSpacecadet VenturesUNUndeterred CapitalVEVersion One Ventures+2 more

Watney designs and deploys autonomous robotic systems aimed at increasing the speed and capacity of critical infrastructure work, beginning with data centers.

Cloud ComputingDeep TechHardwareRoboticsSan Francisco, US

SCSean Cheong(Founder)inRGRyan Gannon(Founder)in

BoardSarah Guo(Director)

Co-investorsA*A*ABAbstract VenturesHUHummingbird VenturesSASamsung Next