Lindsey Argalas

Great conversations at our WillowTree Ventures dinner with leaders across fintech and AI. A few themes stood out strongly: enterprises are leaning into AI for real efficiency gains, product and engineering orgs still set the agenda, and the whitespace in “boring” industries is wider than most people assume. It’s clear that the next breakout companies in AI for financial services won’t come from the obvious places. Thanks to everyone who joined - excited to keep working alongside founders building in these non-obvious, high-impact wedges.

113

4 Comments

It is incredible what care.fi has built - an OS for healthcare players —unifying RCM, claims intelligence, and embedded finance into a single execution layer. Welcome to July Family, Care.fi

8

Thrilled to announce our investment in CtrlB! Privilege partnering with founders like Adarsh, who are deeply obsessed with the problem they’re solving - a true force of nature. CtrlB is redefining enterprise observability, building a next-gen telemetry engine that makes search up to 10x faster and 90% cheaper. In an era where enterprises generate terabytes of data every day, CtrlB is closing the gap with a fundamentally new approach to ingesting, indexing, and querying petabyte-scale data - enabling teams to gain real-time visibility without trade-offs between cost and speed. #funding #startups

143

4 Comments

Two weeks ago on Swimming with Allocators, we sat down with David Clark, CIO at VenCap, to talk about what decades of venture data can teach allocators. One takeaway that stood out: discounts don’t matter as much as people think in venture secondaries. Because venture is such a power-law asset class, outcomes are driven by exposure to a few massive winners. Whether a stake is bought at a small discount, or even a premium, often matters far less than the quality of the underlying company and its upside. Great conversation on venture returns, manager selection, and the nuances of how allocators should think about secondary investments. 👇 Link in the comments.

26

2 Comments

🚨NEW EPISODE: Recorded live at FUTURE TITANS 2026 - Jeff Perry of Carta sat down with the iconic Seth Levine, co-founder of Foundry. Seth has been in venture for 25 years, built Foundry from scratch as an emerging manager himself, and has backed about 50 emerging manager funds through his fund of funds. He has genuinely seen every side of this table. They went deep on building Foundry, why VCs are in the influence business, not the decision business, and why the concentration problem in venture is not only bad for LPs, but also for the innovation ecosystem overall. And why Seth's new book, Capital Evolution, is so important for the future of America. 🎧 Links to listen... Apple: https://lnkd.in/ehQUQ2EM Spotify: https://lnkd.in/eU4FExpg

18

1 Comment

As enterprise AI moves from experimentation to deployment, Myriad is helping founders accelerate enterprise adoption by going beyond capital and also providing access to operators who have built, deployed, and scaled systems inside the world’s largest organizations.  That’s always been our belief behind Myriad’s Executive Advisory Board, and today we’re welcoming a new group of leaders, bringing the Board to more than 30 C-suite executives from Fortune 500 and global enterprises. These operators work directly with the founders in our network on product design, enterprise introductions, and proof-of-concept deployments. It’s a proven model that’s already helping portfolio companies reach 119 Fortune 500 deployments and 70 enterprise POCs. Excited for what we’ll build together.    Read the full press release here:  https://lnkd.in/eiBvkSxM

39

Arintra's CTO Preeti Bhargava, PhD on stage at #ViVEvent discussing the future of AI in healthcare. Autonomous medical coding is a massive opportunity — proud to back this team as they automate and accelerate growth for health systems. #HealthTech #AIinHealthcare #FoundersX #MedicalCoding #DigitalHealth #DeepTech Nitesh Shroff Helen H. Liang, PhD Tom Kosnik Sizi Chen Tristan Staschik Tor Parawell Yicong Li Irene Tsen

4

Congratulations to Rabih Ramadi and Bassam Chaptini on this new round of funding. Avantos.ai is building AI for financial institutions starting with wealth management. M13 has been invested since inception and the company has executed since Day 1 with design partners focused on a very large, very specific problem (client onboarding). We are excited for this capital infusion to allow them to accelerate product surface area and the overall business.

10

Today Isembard announced a $50m Series A fundraise led by Union Square Ventures, less than a year after Notion Capital led their Seed round. 💥This is a company right at the intersection of AI & supply chain sovereignty & they’re exceeding even our most optimistic expectations. By the end of the year they will have 25 factories across the UK, US, Germany, France & Ukraine. 💥Isembard is rapidly scaling its network of AI-first factories for precision manufacturing at the same time as market demand is accelerating. Macro forces (reshoring, rising defence spend, concentration risk in Asia, and the growth of neo-primes) are structurally increasing demand for fast, local, flexible manufacturing that the current industry is unable to deliver on. 💥The innovation is in the way the company builds and franchises factories as a product with tightly integrated units of machines, software, robotics, & process intelligence that turn design files into certified components with speed & reliability. 💥Their AI software platform, MasonOS, connects all sites into a single operating system, replacing fragmented shops with standardised, high-performance industrial nodes & enabling real-time quoting, predictable delivery, & low defect rates. By owning the full production stack, Isembard delivers premium manufacturing performance with the scalability & flexibility of a software platform. 💥We are at the top of the AI hype cycle and there are understandable concerns about the ROI on the vast sums of money being invested into this new super-cycle. But, the ROI for Isembard is both clear and compelling. They will deliver components 10x faster and at 50% of the cost of current suppliers. They will also build a de-centralised, global network of factories to meet the growing demand for national or regional sovereignty. 💥This is a company with a clear vision to disrupt a massive, fragmented $1.8tn component manufacturing market. Today marks another huge stride towards that vision. And they are only just getting started. We’re thrilled to be on this journey with Alexander Fitzgerald & the team & we’re also excited to welcome Rebecca Kaden & USV into the investor base. Notion Capital Union Square Ventures Alexander Fitzgerald Rebecca Kaden Maximilian Eichler Stephen Millard Britt Mulder

56

6 Comments

Big milestone for Firmable. We’ve raised $14m Series A led by Airtree. Sales has moved through a few big waves: intuition-led, CRM-led, data-led. We’re now entering the next one – intelligence-led sales. The opportunity isn’t just better data. It’s turning that data into clear direction and action, without adding more work for sales teams. That’s what we’re building at Firmable: a foundation of trusted external data, layered with intelligence that helps sellers know who to focus on and when. Led by Airtree, this round supports our expansion across Asia and into the US – and accelerates the build-out of AI agents that take the admin work off sales teams so they can focus on what they do best. Proud of the team, grateful to our customers and investors. We’re just getting started. Read the exclusive in the AFR. https://lnkd.in/gr66uknb Leigh Jasper | Tara Salmon | Karthik Venkatasubramanian| Chester Thompson| Chath Widanapathirana

147

20 Comments

Embracing Innovation in Family Health Management The launch of Luffu by Fitbit founders exemplifies the relentless pursuit of innovation in health technology. By utilizing AI to track family health patterns and flagging significant changes, this platform promises to enhance preventative care. At ElevenX Capital, we recognize the potential of such solutions in transforming family health management. As investors, how important do you believe it is to integrate AI into health monitoring for long-term wellbeing? #investing #innovation #venturecapital #entrepreneurship

1

Excited to share that CapitalG is leading Duna's Series A. Duna has an audacious vision to build the internet’s missing "business graph." Onboarding is a massive hidden tax on the B2B economy. Most new business relationships start with a painful manual exchange of documents. This friction costs billions in labor and lost revenue - 30% of new partners churn mid-onboarding. The status quo rhymes with the consumer economy before Visa. Data was trapped in “one-to-one” silos, forcing merchants to perform the same underwriting work on the same customers over and over again. The shift to a portable network created 10x value for payers and merchants by eliminating that wasteful redundancy. 30 years into the internet, business identity is still trapped in a “single player” paradigm. Billions are spent collecting redundant information in silos. Duna’s end-to-end approach (intake, policy engine, and analyst workflow) is already delivering massive value to customers, with 35%+ conversion rate increases and 90%+ reductions in time to onboard. Duco and David are the perfect duo to build this business. They met as fellow stars at Stripe - Duco leading Benelux/DACH and David leading the core card platform product - and saw first hand as business onboarding emerged as one of the company’s key technical rate limiters. Read more on Kelly's, Miriam's, and my thesis here: https://lnkd.in/guF8sgKg

94

9 Comments

AlleyCorp is thrilled to announce that we led Birches Health’s Series A and are now joining forces with General Catalyst and Will Ventures to expand access to treatment for gambling addiction. We backed Elliott Rapaport and the team early because we believed they could take on one of the fastest-growing behavioral health challenges with clinical rigor and scalable care. Since then, Birches has proven the urgent need for solutions that meet patients where they are—helping payors and providers address a condition too often left untreated. At AlleyCorp, our Economic Infrastructure thesis focuses on backing founders tackling problems that matter for the world. We invest in companies reshaping work, wealth, and health. Birches exemplifies this mission, and we’re proud to continue supporting Elliot and the team as they scale. General Catalyst Reva Nohria AlleyCorp Youssef Kalad Operator Partners Olivia Benjamin Zach Goldstein Haystack Bertelsmann Investments defy.vc

64

2 Comments

A few weeks back, I watched Maggie Hott, GTM leader at OpenAI, confidently navigate her first board meeting at Unify. Having worked with her through Emergence Capital's Operator in Residence (OIR) program, seeing her immediately contribute valuable insights made me think about how most board members receive virtually no training for this critical role. At Emergence, we've built our firm around developing board excellence. We grow all our partners from within and have established a culture of mentorship focused on board service. Junior investors aren't thrown into the deep end—we pair them with senior GPs to observe effective board dynamics firsthand. My initial experience was at DroneDeploy alongside my partner Kevin Spain, where I got great mentorship before taking on independent board responsibilities. We extend this methodology to our OIR program, where operators learn how to be effective board members. Based on my experience mentoring directors, here are the fundamental principles I share with first-timers for how board members can best support founders: 1. Reframe the purpose: Problem-solving, not reporting If your board meeting is primarily reporting, you're wasting your management team's time. Information sharing should happen asynchronously, with board members engaging with materials before the meeting. This enables the live session to leverage collective intelligence on critical challenges. This rarely happens because many directors overextend themselves across too many boards—another reason we maintain a disciplined investment pace. 2. Master the Socratic approach The most valuable contribution often comes through thoughtful questions rather than declarative statements. Your objective is to enhance the decision-making capability of management. I enter each meeting with 1-3 specific areas where I know I can add value, focusing questions on these topics. 3. Follow-through separates professionals from amateurs Diligently document your commitments, establish clear action items, and execute them. It's crazy how just doing this proactively makes a board member stand out. 4. Understand your unique contribution to the board ecosystem A high-functioning board resembles a great basketball team—you need complementary skills, not redundant ones. In every meeting, I stay conscious of my distinct value relative to others in the room, whether that's SaaS expertise, AI knowledge, or a particular relationship dynamic with the CEO. I calibrate my role based on needs—sometimes assertively addressing areas where others have less experience, other times asking probing questions where fellow members have deeper expertise. -- To my knowledge, Emergence is the only VC firm with a formalized program dedicated to board excellence. It's an investment that yields returns where they matter most—in bending the odds of success for our founders. Founders, I'm curious: What board member behaviors have you found most valuable?

481

32 Comments

From the beginning, we believed Lumana was building much more than a smarter surveillance tool. Lumana's platform reflects the next evolution in video intelligence — physical AI. This approach enables systems to go beyond basic detection capabilities to understanding context, infer intent, and deliver real-time insights that improve safety and operations at scale. Further, we decided to take the longer and more difficult direction of building a whole new generation and fully featured Video Management System (VMS). With the company’s $40M Series A, led by our friend Peter Wagner from Wing Venture Capital and our seed partners from SCAPITALVC, we’re doubling down on a platform that’s already proving its value in the real world. We are serving now close to ten thousands enterprise cameras in production! Founders like Sagi Ben Moshe bring a rare mix of vision and execution to the table. From our earliest conversations as an EIR at Norwest, it was clear that Lumana had the potential to reshape how organizations use video. Congratulations to the team on this well-deserved milestone. https://lnkd.in/gwHdaGPZ

65

4 Comments

I’ve known David Meister for years and backed him at Sydecar, so I’ve seen his ability to build through complexity. Axiom Trust is taking on one of the most outdated parts of wealth infrastructure, trust administration, by pairing a regulated trust company with AI-native workflows. We're proud to invest again and congrats to the team on the launch!

15

1 Comment

Camber Creek led the $3.7 million Seed round for TwinKnowledge, which is tackling an important problem in the built environment. Construction projects get delayed and rework is required because of discrepancies across construction documents, submittals, requests for information, design, and other plans. TwinKnowledge’s AI Agents absorb structured and unstructured project data, surfacing and preventing conflicts before the work begins. We’re excited about our partnership with CEO Ivan Panushev and his team. #construction #AEC #AI #technology https://ow.ly/mBYX50VtaVG

10

🚀 Today, we’re very happy to be announcing our $13M seed round, led by Headline with support from C4 Ventures, Futury Capital, and incredible angels from across the procurement ecosystem. You can read more about it in the Axios article: 👉 https://lnkd.in/duj4kCHc Or in our Procure Ai company news: 👉 https://lnkd.in/dpWZuQw3 For me, this moment is deeply tied to why we built Procure Ai — not just as a company, but as a product and a technical vision. Again and again, procurement leaders told us the same thing: “We’re being asked to do 3× more with the same (or fewer) people.” Rising complexity, fragmented data, unpredictable timelines, and now global tariffs… procurement teams have been forced to operate in systems that were never designed for this level of pressure. Coming from a product and engineering background, we believed the only real solution was an AI-native architecture — one that sits on top of existing landscapes, enriches messy data, and deploys autonomous agents that can truly take work off people’s plates. The most rewarding part has been seeing that belief materialise: 35–45% faster cycles, 3.5–5% savings, 60% autonomous intake, and platforms that integrate seamlessly without forcing teams to rebuild everything. And most importantly: seeing users feel empowered instead of overwhelmed. This round not only gives us the means to accelerate our growth and expand beyond the DACH region — it will also accelerate our product roadmap, grow our engineering team, and bring AI-native procurement automation to more organisations across Europe. A huge thank you to our investors, early believers, and especially our team: a group of people obsessed with building technology that actually works for procurement. Thank you for being part of this journey. We’re just getting started. — Yves

193

25 Comments

Big news for Nscale: We are delighted to welcome Lauren R Hurwitz as our new Chief Operating Officer. I’m excited about what Lauren will bring across the whole business as we scale. And on a personal note, I’ve known Lauren for a long time and we have often debated how best to architect for government needs, reconciling sovereignty/policy requirements with truly cutting-edge technology. That’s why, from my vantage point in Europe, I’m particularly energised by what her experience leading Palantir’s international public sector business can bring to Nscale. While public sector AI adoption across EMEA is accelerating, success depends on more than raw compute — it requires a trusted, compliant way to utilise AI services with strong governance and operational excellence. We’re also aligned on how agents embedded within operations can help advance localised compliance. By codifying and automating process & controls (access, approvals, drift checks, logging/evidence), they reduce ad-hoc human intervention and the risk of error or interference — while improving auditability and consistency at scale. Welcome, Lauren—can’t wait to build & solve together.

107

2 Comments