Bond Activity

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

6 investments· MAR 2026 – AUG 2026

Investment

Participated as a new investor in Databricks' $5B Series L round at a $190B valuation, alongside Coatue, Blackstone, and others.

Databricks

Databricks Bond

qz.comAUG 13, 2026

AUG 13, 2026

Investment

Quadrupled down on Whatnot in its $545M Series G at a $20B valuation, as the live commerce platform's sales doubled YoY.

Whatnot

Whatnot Bond

x.comAUG 7, 2026

AUG 7, 2026

Investment

Participated in Quantum Systems' Series D round alongside Blackstone and others.

Quantum Systems

Quantum Systems Bond

tracxn.comJUL 2, 2026

JUL 2, 2026

Investment

Led Suno's $400M Series D at a $5.4B valuation, backing the AI music creation platform.

Suno

Suno Bond

ventureburn.comJUN 3, 2026

JUN 3, 2026

Investment

Participated in Multiverse's Series D round alongside Schroders Capital and others.

Multiverse

Multiverse Bond

tracxn.comMAY 15, 2026

MAY 15, 2026

Investment

Led or participated in investment in Halter, a business/productivity software company.

Halter

Halter Bond

pitchbook.comMAR 25, 2026

MAR 25, 2026

Exit

Portfolio company Eucalyptus acquired by Hims & Hers Health for up to $1.15 billion, expanding digital health globally.

Eucalyptus

EucalyptusBond

cnbc.comFEB 19, 2026 tracxn.com

FEB 19, 2026

Investment

Participated in ElevenLabs' $500M Series D led by Sequoia Capital at an $11 billion valuation.

Eleven Labs

Eleven Labs Bond

techcrunch.comFEB 4, 2026

FEB 4, 2026

3 exits· JUL 2025 – JAN 2026

Exit

Portfolio company Brex was acquired.

Brex

Brex Bond

tracxn.comJAN 22, 2026

JAN 22, 2026

Exit

Portfolio company Free Press (news outlet backed by top VCs) acquired by Paramount Skydance for $150M.

The Free Press

The Free Press Bond

pitchbook.comOCT 6, 2025

OCT 6, 2025

Exit

Portfolio company Meati Foods exited.

Meati

Meati Bond

cbinsights.comJUL 23, 2025

JUL 23, 2025

3 essays· MAY 2025

Essay

Published comprehensive 340+ page AI Trends report analyzing foundational AI trends, infrastructure, and innovation patterns.

Trends – Artificial Intelligence (2025)

Bond

bondcap.comMAY 30, 2025

MAY 30, 2025

Essay

Published 340-page AI Trends report analyzing unprecedented acceleration of AI adoption across industries and geopolitical implications.

AI Trends 2025 Report

Bond

bondcap.comMAY 30, 2025

MAY 30, 2025

Essay

Published comprehensive 340-page AI Trends report covering AI's rapid evolution, adoption cycles, and investment implications.

Trends – Artificial Intelligence (May 2025)

Bond

bondcap.comMAY 2025

MAY 2025

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