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F4/Contrary/Activity

Contrary Activity

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

Types

Time range

Investment

Contrary led FSH Technologies' Seed and Series A ($25M total). FSH builds software for state and local government procurement. Former Contrary partner Jason Chen joined FSH as COO.

FSH Technologies

FSH Technologies Contrary

contrary.comAUG 20, 2026

AUG 20, 2026

Exit

Teamshares, a Contrary portfolio company, completed its SPAC merger and listed on Nasdaq (ticker: TMS) with an implied valuation of $746M.

Teamshares

Teamshares Contrary

forgeglobal.comJUN 23, 2026

JUN 23, 2026

3 essays· APR 2026 – MAY 2026Show all

Essay

Published a deep dive on virtual cells as computational models for drug discovery.

The Virtual Cell Revolution

Contrary

research.contrary.comMAY 12, 2026

MAY 12, 2026

Essay

Published a rundown on behind-the-meter power generation for AI data centers.

Mapping the Shadow Grid

Contrary

research.contrary.comMAY 7, 2026

MAY 7, 2026

Essay

Published a deep dive on Anduril and the modernization of the defense industrial base.

The Anduril Thesis

Anduril Contrary

research.contrary.comAPR 29, 2026

APR 29, 2026

Investment

Contrary participated in Shade's $14M Series B round alongside Khosla Ventures, Construct Capital, and Bling Capital. Shade builds an intelligent file system for creative teams.

Shade

Shade Contrary

shade.incAPR 21, 2026

APR 21, 2026

Investment

Contrary participated in Doss's $55M Series B round alongside Madrona, Premji Invest, and others. Doss builds an AI-powered operations platform for ERP-integrated workflows.

Doss

Doss Contrary

siliconangle.comMAR 24, 2026

MAR 24, 2026

Essay

Contrary Research published 'Ships for America' by Sawsan Haider and Kyle Harrison, analyzing the decline of US shipbuilding and manufacturing since the 1980s.

Contrary

ContraryContrary

research.contrary.comJAN 2026

JAN 2026

Milestone

Corgi, a Contrary portfolio company providing automated insurance for tech companies, raised $108M and became a unicorn in 2026.

Corgi

Corgi Contrary

finsmes.comJAN 2026

JAN 2026

Team Change

Announced Contrary's Class of 2026 Venture Partners program.

Class of 2026 Venture Partners

Contrary

contrary.comNOV 6, 2025

NOV 6, 2025

4 investments· APR 2025 – OCT 2025Show all

Investment

Participated in Base Power's $1B Series C led by Addition for decentralized energy infrastructure.

Base Power

Base Power Contrary

contrary.comOCT 8, 2025

OCT 8, 2025

Investment

Led DualEntry seed and participated in $90M Series A from Lightspeed, Khosla, GV for AI-native ERP.

DualEntry

DualEntry Contrary

contrary.comSEP 24, 2025

SEP 24, 2025

Investment

Led Voltra pre-seed for decentralized energy grid infrastructure and EV charging management.

Voltra

Voltra Contrary

contrary.comMAY 14, 2025

MAY 14, 2025

Investment

Led Doss seed round for adaptive resource platform combining system of record, workflow, and BI.

Doss

Doss Contrary

contrary.comAPR 15, 2025

APR 15, 2025

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Contrary | Activity | F4