A new chapter for Memfault & hello Mercanis & Cloudquery!
July 3rd, 2025
It’s the last monthly newsletter before we take a short summer break — and we’re definitely making up for it! This edition is packed with portfolio achievements, from Memfault’s exit to two new additions to the family — welcome, Mercanis and CloudQuery! We’re also celebrating five top rankings: three for our portfolio and two for us (sharing is caring, right?). Across each of our five fund strategies, portfolio companies have been busy, with follow-ons for Orus and Enter, new launches from Rohlik, Bitrise, and CO2 AI, a major partnership for Beacon Power Services, and even a brand-new docuseries from Lifen! There’s a lot to cover... so what are you waiting for? Let’s dive in.
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