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October 15, 2025 · 9:11PM

Portfolio news: Carta, Muntro Vehicles and 21 more

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It’s been a busy stretch for the portfolio, marked by expansion deals, strategic partnerships, and recognition for some of the year’s most inventive technologies. 

Catch up on the latest updates below.

Missed the previous update? Check it out here.

enterprise
capital
Carta Acquires Accelex
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Carta has acquired Accelex, an AI-powered data automation platform for alternative investments, to bolster its offerings for over 125,000 institutional limited partners. The integration enables Carta to launch a new LP Portfolio Analytics suite that automates document collection, streamlines data extraction, and accelerates performance analysis across private equity and venture portfolios.

In portfolio since Q2 2019
aerospace
capital
Axiom Space, 4iG Space and Defence Technologies have signed a Letter of Commitment

Axiom Space has signed a Letter of Commitment with 4iG Space and Defence Technologies to jointly advance its Orbital Data Center (ODC) program and expand space infrastructure efforts in Hungary and other strategic markets. As part of the agreement, 4iG has also expressed interest in a potential investment in Axiom Space.

In portfolio since Q4 2021
consumer
europe
Munro Vehicles secures £2M
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Scottish EV manufacturer Munro has raised £2 million in new funding from existing backer Elbow Beach and others to expand production of its M-Series electric 4x4s. The investment will support the company’s Glasgow-based facility, grow its workforce by up to 300 jobs, and fulfill early orders for 246 units worth over £17.3M.

In portfolio since Q2 2024
ai
portal
Cloudastructure secures second luxury high-rise with AI surveillance contract in Houston

The company has signed a major new contract to provide AI surveillance and remote guarding for a high-value, 400,000+ sq ft luxury residential tower in downtown Houston. This is the second Class-A property secured by the same ownership group, reflecting growing adoption of Cloudastructure’s platform as a premium amenity and cost-saving solution. 

In portfolio since Q4 2019
enterprise
capital
Skyryse launches Skylar
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Skyryse has unveiled Skylar, an AI-powered co-pilot integrated into its SkyOS platform, designed to assist with aircraft communication, navigation, and operations across all flight phases. 

In portfolio since Q3 2021
enterprise
europe
GT Green Technologies named to Thetius Top 150 list of most innovative maritime companies for 2025

GT Wings has been recognized in the Thetius 150, a global list of the most innovative companies in maritime, selected from over 4,900 firms worldwide. 

In portfolio since Q2 2024
aerospace
venture
iRocket signs $640M launch deal with SpaceBelt KSA
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SpaceBelt KSA has signed a $640M, 5-year deal with US launch company iRocket to deploy a secure LEO satellite network for Saudi Arabia and the GCC. The constellation will enable encrypted internet and data services for defense and enterprise use. Unlike mass-market networks, it’s built for confidentiality and resilience. 

In portfolio since Q2 2022
aerospace
capital
Array Labs selected by U.S. Navy to study space-based radar for airborne target tracking
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Array Labs has been selected by the Office of Naval Research to assess the use of its formation-flying radar satellites for wide-area Airborne Moving Target Indication (AMTI) missions. The study will explore technical pathways to shift AMTI capabilities from manned aircraft to orbit, supporting the U.S. Navy’s push for global, resilient, and low-cost airborne threat detection.

In portfolio since Q3 2022
consumer
europe
Signature Brew launches Asda nationwide
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Signature Brew is launching its flagship Roadie IPA in Asda stores nationwide starting October 13, expanding its retail footprint. The multi-award-winning session IPA features a refreshed design and is known for its hoppy, citrus-forward profile. 

In portfolio since Q1 2024
enterprise
portal
Tallyfy launches Stella

Stella is a new kind of managed service that combines AI automation with U.S.-based human experts to run business processes end-to-end. Instead of replacing roles, Stella executes specific workflows—from lead response to client onboarding—directly inside Tallyfy. 

In portfolio since Q1 2020
web3
capital
Rarible launches Onchain Storefronts, starting with VeeFriends
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Onchain Storefronts are custom-branded hubs for creators to sell and scale onchain. The first storefront goes live with GaryVee’s VeeFriends, integrating walletless login (Privy), fiat checkout (Crossmint), and $RARI rewards. This launch expands Rarible’s B2B strategy and positions it as infrastructure for branded onchain commerce. 

In portfolio since Q2 2021
enterprise
portal
Hevo is now live on Snowflake Partner Connect

This means Snowflake users can now access Hevo natively, launch pipelines instantly, and connect 150+ sources with zero setup. It removes friction from onboarding and puts Hevo directly in front of thousands of enterprise users—right where purchasing decisions are made.

In portfolio since Q4 2022
enterprise
venture
Serve Robotics and DoorDash sign multi-year deal for autonomous deliveries
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DoorDash and Serve Robotics have entered a multi-year partnership to expand autonomous sidewalk robot deliveries across the U.S., starting in Los Angeles. This agreement increases Serve’s delivery volume and supports DoorDash’s multi-modal delivery strategy. With over 100,000 robotic deliveries already completed, Serve’s inclusion deepens DoorDash’s logistics capabilities and may help lower costs, increase efficiency, and reduce emissions. 

In portfolio since Q2 2023
enterprise
europe
Verv joins Wells Fargo IN2 Emerging Tech cohort

Verv has been selected as one of three companies globally for the Wells Fargo Innovation Incubator (IN2) Emerging Tech track, co-administered by the U.S. Department of Energy’s NREL.
The program includes $250K in non-dilutive funding and access to NREL researchers to validate Verv’s AI-powered HVAC and refrigeration tech.

In portfolio since Q2 2024
aerospace
capital
Firefly's Blue Ghost named one of TIME's Best Inventions of 2025
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In portfolio since Q3 2021
consumer
europe
imabi partners with Hestia Charity to expand Safe Spaces access

imabi has partnered with Hestia Charity’s UK SAYS NO MORE campaign to integrate Safe Spaces into its Travel Guardian app and website. This allows users to quickly locate safe, confidential locations across the UK. 

In portfolio since Q4 2024
fintech
capital
Carta acquires Sirvatus to expand into private credit

Carta has acquired loan administration platform Sirvatus, making it the first fully integrated software stack for private credit funds. This expands Carta’s ERP suite to include loan operations alongside fund admin and investor reporting. 

In portfolio since Q2 2019
enterprise
portal
Edible Garden to debut USDA Organic Hydroponic Basil at 2025 Global Produce & Floral Show
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Edible Garden will showcase its first-to-market USDA Organic Hydroponic Basil at the upcoming Global Produce & Floral Show. The innovation extends shelf life, reduces waste, and supports the company’s Zero-Waste Inspired® model. 

In portfolio since Q2 2021
enterprise
portal
Accredible powers digital badging for West Virginia’s statewide Credential WV initiative

Accredible has been selected as the digital credentialing partner for Credential WV, a statewide effort to make education more skills-first, flexible, and workforce-aligned.

In portfolio since Q1 2021
consumer
portal
Azure Printed Homes named to TIME Best Inventions of 2025
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Azure Printed Homes has been recognized by TIME as one of the year’s top 300 inventions for its 3D-printed modular homes made from recycled materials. The company delivers housing up to 70% faster and 30% cheaper than traditional methods.

In portfolio since Q4 2022
fintech
capital
Klarna joins Google to shape next-gen AI-powered commerce

Klarna is collaborating with Google on the new Agent Payments Protocol (AP2), an open standard to enable secure, trusted agent-led transactions. This deepens Klarna’s role in the evolution of AI-driven commerce, building on existing integrations across Google Pay, Chrome, and Google Cloud

In portfolio since Q1 2021
web3
capital
NEAR launches House of Stake

House of Stake is now live on NEAR mainnet, introducing lock-based governance with AI delegates and Sybil resistance built in. Unlike others pulling back from DAO models, NEAR is pioneering infrastructure that blends human and AI decision-making.

In portfolio since Q1 2022
web3
capital
Pyth partners with Kalshi
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Pyth is now bringing Kalshi’s CFTC-regulated event data onchain — a first for prediction markets. This partnership unlocks real-time, regulated feeds on elections, rate decisions, crypto events, and more, available across 100+ chains. 

In portfolio since Q2 2021
consumer
portal
Customer.io gets listed on Andreessen Horowitz and Mercury's list of the top 50 AI apps

The company took 13th place in he list of top AI apps that enterprises actually spend money on. 

In portfolio since Q2 2021

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April 2
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Portfolio news: York Space Systems, Botkeeper and 16 more

Catch up on the biggest portfolio news from March.
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March 23
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Note holder AMA recap: March 2026

Thanks to everyone who joined us live on March 18th for the AMA hosted by Brian Aznar and Vlad Uchenik.
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