Team Portfolio Raise Essays

F4/Alpaca VC/Activity

Alpaca VC Activity

Every public signal F4 has attached to this firm, with sources and cross-entity links.

Types

Time range

Talk

Alpaca VC hosted Unblocking AGI at HSBC at The Spiral in New York, featuring Martin Seligman keynote and panels on AI in the physical world, human agency, and moral consideration of AI.

Alpaca VC

Alpaca VCAlpaca VC

alpaca.vcOCT 14, 2026

OCT 14, 2026

Essay

Published a Field Study on U.S. power availability as an investable theme for foundational industries.

Field Study: U.S. Power Availability

Added recently

Investment

Participated in Applied Atomics' $8.3M seed round to advance full-stack nuclear power plant deployment.

Applied Atomics

Applied Atomics Alpaca VC

globenewswire.comMAR 2026

MAR 2026

Investment

Participated in Brilliant Harvest's $4M seed round for AI-powered customer experience in heavy equipment service.

Brilliant Harvest

Brilliant Harvest Alpaca VC

calgary.techFEB 2026

FEB 2026

Exit

Portfolio company Prevu was acquired by reAlpha Tech Corp. (Nasdaq: AIRE) to expand its multi-state real estate and mortgage footprint.

Prevu

Prevu Alpaca VC

ir.realpha.comNOV 25, 2025

NOV 25, 2025

Investment

Participated in Trially's $4.7M seed round for clinical trial recruitment automation.

Trially

Trially Alpaca VC

businesswire.comSEP 2025

SEP 2025

Investment

Participated in Amplio Technologies' $11.1M Series A for AI-powered surplus solutions.

Amplio Technologies

Amplio Technologies Alpaca VC

businesswire.comSEP 2025

SEP 2025

4 essays· APR 2025 – JUL 2025Show all

Essay

Published thesis on AI's role in real estate underwriting and acquisition workflows.

AI in Real Estate Underwriting and Acquisitions

alpaca.vcJUL 2025

JUL 2025

Essay

Published The Aquarius Economy white paper co-authored by Aubrie Pagano and Josh Jagota, exploring the societal transformation driven by AI and the emergence of human-centered economic models.

The Aquarius Economy: Understanding AI's Second Order Effects

aubriepagano.substack.comJUN 2025

JUN 2025

Essay

PropTech thesis on modernizing rental tenant screening and leasing automation.

Time to Evict the Old Tenant Screening Process

alpaca.vcMAY 2025

MAY 2025

Essay

Data-driven analysis showing 70% of 2023 exits were below total capital invested.

The Truth About Bridge Rounds

alpaca.vcAPR 2025

APR 2025

Investment

Led Applied Atomics' pre-seed round to build co-located nuclear power plants for hyperscalers and advanced industries.

Applied Atomics

Applied Atomics Alpaca VC

alpaca.vcMAR 27, 2025

MAR 27, 2025

Essay

Announced investment in Applied Atomics, a full-stack small modular reactor company with SpaceX veterans.

Welcome to the Herd, Applied Atomics

alpaca.vcMAR 2025

MAR 2025

Essay

Fund IV thesis presentation on AI, energy transition, consumer affordability, deglobalization, and demographic shifts.

Alpaca VC AGM 2025: Seeing Around Corners

alpaca.vcFEB 2025

FEB 2025

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Alpaca VC | Activity | F4