General Catalyst | Activity | F4
General Catalyst Activity Every public signal F4 has attached to this firm, with sources and cross-entity links.
Essay
Hemant Taneja's Q2 2026 quarterly review covers the Great Concentration of capital, the K-shaped economy, and argues that the most exciting frontier in venture now is innovating on capital itself. General Catalyst
3 investments · APR 2026 – MAY 2026 Show all
Investment
Co-led Modal's Series C for serverless GPU and AI execution infrastructure. Modal
Investment
Doubled down on Forus' Series B after previously leading its Series A for AI-enabled medication access. Forus
Investment
Led Mission Control Games' $4M seed round for casual puzzle games. Mission Control Games
News
CVF becomes first venture vehicle to achieve BBB-or-higher investment-grade rating, enabling access to $800B in institutional credit capital. Customer Value Fund (CVF) achieves investment-grade credit rating
Essay
Published first-ever quarterly investor letter reframing venture returns model from terminal value to customer data moats and AI-enabled platforms. General Catalyst Rewrites The VC Playbook As Software Buyouts Collapse
Investment
Backed the launch of Zero RFI, an AI-native platform company for construction and critical infrastructure delivery. Zero RFI
New Fund
General Catalyst is in talks to raise ~$10B for a new mega-fund, following its $8B Fund XII raised in 2024, according to sources. General Catalyst
Investment
Co-led Claros' $30M seed round for defense technology. Claros
New Fund
Raising $10B for Fund V, the firm's largest fund ever, double the previous $8B fund. Fund V
Investment
Led Constelli's Series A to support AI-first indigenous electronic warfare and defense electronics in India. Constelli
News
Announced a $5B commitment over five years to India across AI, healthcare, defense technology, fintech, and consumer technology. $5B India commitment
Investment
Led Xflow's $16.6M Series A to scale cross-border payments infrastructure in India. Xflow
Essay
Published thesis on AI-enabled roll-up strategy as a new category creation model. The Future of Services: Pioneering the AI-Enabled Roll-Up