Emergence Capital — Activity | F4

Emergence Capital Activity

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

Types

Time range

3 essays· MAR 2026 – APR 2026Show all

Essay

Published analysis of investment opportunities in long-horizon inference and the coming AI token supercycle.

The Next Token Supercycle: Opportunities in Long-Horizon Inference

Emergence Capital

emcap.com

APR 15, 2026

APR 15, 2026

Essay

Published comprehensive playbook for building AI-native services companies that sell outcomes rather than software.

The AI-Native Services Playbook

Emergence Capital

emcap.comMAR 30, 2026

MAR 30, 2026

Essay

Published thesis on why the moment for AI-native services has arrived, driven by model capability inflection points.

Why AI-Native Services, and Why Now

Emergence Capital

emcap.comMAR 23, 2026

MAR 23, 2026

6 investments· NOV 2025 – MAR 2026Show all

Investment

Led Hanover Park's $27M Series A for AI-native fund administration software.

Hanover Park

Hanover Park Emergence Capital

emcap.comMAR 18, 2026

globenewswire.com

MAR 18, 2026

Investment

Co-led Rowspace's $50M Series A for AI-powered institutional finance knowledge platform.

Rowspace

Rowspace Emergence Capital

prnewswire.comFEB 25, 2026

emcap.com

FEB 25, 2026

Investment

Led Harper's $46.8M Series A + Seed for AI-native commercial insurance brokerage.

Harper

Harper Emergence Capital

techcrunch.comFEB 25, 2026

emcap.com

FEB 25, 2026

Investment

Participated in Genspark's $275M Series B at $1.25B valuation for AI workspace platform.

Genspark

Genspark Emergence Capital

businesswire.comNOV 20, 2025

NOV 20, 2025

Investment

Participated in Federato's $100M Series D for AI insurance underwriting platform.

Federato

Federato Emergence Capital

businesswire.comNOV 2025

NOV 2025

Investment

Invested in Physical Intelligence's $600M round to build a universal robot foundation model.

Physical Intelligence

Physical IntelligenceEmergence Capital

emcap.comNOV 2025

NOV 2025

New Fund

Closed $1 billion Fund VII, the firm's largest fund, to back AI-native B2B enterprise companies.

Fund VII — $1B

Emergence Capital

fortune.comMAR 2025

techcrunch.com

MAR 2025

4 investments· OCT 2023 – FEB 2025Show all

Investment

Participated in Together AI's $305M Series B for open-source AI infrastructure platform.

Together

Together Emergence Capital

together.aiFEB 20, 2025

FEB 20, 2025

Investment

Led Bland's $40M Series B for enterprise voice AI agent platform.

Bland Company

Bland CompanyEmergence Capital

emcap.comJAN 29, 2025

JAN 29, 2025

Investment

Led Unify's $12M Series A for AI-powered warm outbound sales platform.

Unify

Unify Emergence Capital

techcrunch.comOCT 2024

OCT 2024

Investment

Led Together AI's Series A investment in AI infrastructure for open-source model serving.

Together

Together Emergence Capital

emcap.comOCT 2023

OCT 2023