Lux Capital | Activity | F4

Lux Capital Activity

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

Types

Time range

7 investments· MAY 2026 – AUG 2026Show all

Investment

Lux Capital participated in Cambridge Aerospace's $300M Series C at a $3.4B valuation alongside DFJ Growth, Accel, and Elad Gil. Cambridge Aerospace develops the Skyhammer air defence system.

Cambridge Aerospace

Cambridge Aerospace Lux Capital

thenextweb.comAUG 1, 2026

AUG 1, 2026

Investment

Lux Capital led Genius AI's $44M Series D at a $1.15B valuation. Genius AI rebranded from GlossGenius and expanded from beauty-industry scheduling into agentic AI for the broader in-person service economy.

Genius AI

Genius AI Lux Capital

valueaddvc.comJUL 27, 2026

JUL 27, 2026

Investment

Lux Capital participated in Glow's $180M Series A at a $1.2B unicorn valuation. Glow is an AI-native endpoint security startup founded by ex-Meta and Snowflake executives.

Glow

Glow Lux Capital

techcrunch.comJUL 22, 2026

JUL 22, 2026

Investment

Lux Capital participated in CuspAI's $450M Series B at a $2.6B valuation, alongside Kleiner Perkins, NEA, Bezos Expeditions and AMD Ventures. CuspAI uses AI to discover new semiconductor and clean energy materials.

CuspAI

CuspAI Lux Capital

cnbc.comJUL 20, 2026

JUL 20, 2026

Investment

Lux Capital co-led a $40M seed round in Monogram, founded by Coursera co-founder Eren Bali, building an AI app that generates full visual interfaces instead of just text.

Monogram

Monogram Lux Capital

valueaddvc.comJUL 7, 2026

JUL 7, 2026

Investment

Lux Capital participated in Flourish's $500M round at a $2.5B valuation for brain-inspired 'Cortex AI' architecture, alongside Jeff Bezos, GV and Catalio Capital.

Flourish

Flourish Lux Capital

valueaddvc.comJUN 4, 2026

JUN 4, 2026

Investment

Led Observable Space's $90M Series A for laser communications, optical sensing, and in-space systems.

Observable Space

Observable Space Lux Capital

observable.spaceMAY 28, 2026

MAY 28, 2026

4 exitsShow all

Exit

Portfolio company EvolutionaryScale was acquired by Chan Zuckerberg Initiative.

EvolutionaryScale

EvolutionaryScale Lux Capital

luxcapital.com

Added recently

Exit

Portfolio company Chronosphere was acquired by Palo Alto Networks.

Chronosphere

Chronosphere Lux Capital

luxcapital.com

Added recently

Exit

Portfolio company Kyruus was acquired by RevSpring.

Kyruus

Kyruus Lux Capital

luxcapital.com

Added recently

Exit

Portfolio company Nozomi was acquired by Mitsubishi.

Nozomi

NozomiLux Capital

luxcapital.com

Added recently

Essay

Josh Wolfe published the Lux Q4 2025 Report titled 'The Dilution Delusion,' discussing concentration in markets, capital, and power. Disclosed exits from Nozomi, Kyruus, Chronosphere, and EvolutionaryScale, and Lux Ventures IX close at $1.5B.

Lux Capital

Lux CapitalLux Capital

luxcapital.comFEB 21, 2026

FEB 21, 2026

Essay

Josh Wolfe published a comprehensive quarterly essay analyzing market concentration, venture capital landscape shifts, and geopolitical implications for technology investing.

Q4 2025 Report: The Dilution Delusion

Lux Capital

luxcapital.comFEB 2026

FEB 2026

New Fund

Closed Fund IX with $1.5 billion, the largest fund in Lux's 25-year history, bringing AUM to $7 billion.

Fund IX

Lux Capital

techcrunch.comJAN 2026

JAN 2026

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