Menlo Ventures — Activity | F4

Menlo Ventures Activity

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

Types

Time range

Exit

Portfolio company Orb entered a definitive agreement to be acquired by Adyen.

Orb

OrbMenlo Ventures

menlovc.comJUN 11, 2026

JUN 11, 2026

4 investments

· MAY 2026 – JUN 2026

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Investment

Participated in Suno's $400M+ round at a $5.4B valuation led by Bond Capital.

Suno

Suno Menlo Ventures

menlovc.comJUN 3, 2026

JUN 3, 2026

Investment

Participated in OpenRouter's $113M Series B led by CapitalG.

OpenRouter

OpenRouter Menlo Ventures

menlovc.comMAY 26, 2026

MAY 26, 2026

Investment

Led Nourish's $100M Series C for insurance-covered metabolic health and nutrition care.

Nourish

Nourish Menlo Ventures

menlovc.comMAY 19, 2026

MAY 19, 2026

Investment

Led Nectar Social's $30M Series A through the Menlo Anthology Fund.

Nectar Social

Nectar Social Menlo Ventures

menlovc.comMAY 14, 2026

MAY 14, 2026

Essay

Published a thesis essay on LLM-enhanced messaging and agentic inbox products.

LLM-Enhanced Messaging: The Rise of Agentic Inboxes

Menlo Ventures

menlovc.comMAY 5, 2026

MAY 5, 2026

Exit

Portfolio company Astrix Security announced its anticipated acquisition by Cisco.

Astrix Security

Astrix SecurityMenlo Ventures

menlovc.comMAY 4, 2026

MAY 4, 2026

Investment

Invested in Manifest OS's Series A for AI-powered legal services.

Manifest OS

Manifest OS Menlo Ventures

menlovc.comAPR 28, 2026

APR 28, 2026

Milestone

Portfolio company Chime (CHYM) began trading on Nasdaq after 13-year journey.

Chime

Chime Menlo Ventures

menlovc.com

Added recently

Essay

Published essay on the opportunity in vertical AI, noting $3.5 billion market capture in 2025.

Software Finally Gets to Work: The Opportunity in Vertical AI

Menlo Ventures

menlovc.comAPR 7, 2026

APR 7, 2026

Investment

Led Axiom's $200M Series A at $1.6B post-money valuation for verified AI code generation.

Axiom

Axiom Menlo Ventures

menlovc.comMAR 12, 2026

MAR 12, 2026

Exit

Portfolio company SkyLink acquired via merger/acquisition.

SkyLink

SkyLink Menlo Ventures

pitchbook.comFEB 2026

FEB 2026

Investment

Co-led Lovable's $330M Series B with CapitalG for AI-powered software creation platform.

Lovable

Lovable Menlo Ventures

menlovc.comDEC 18, 2025

DEC 18, 2025

Essay

Published research report showing enterprise AI spend reached $37 billion in 2025, a 3.2x year-over-year increase.

2025: The State of Generative AI in the Enterprise

Menlo Ventures

menlovc.comDEC 9, 2025

DEC 9, 2025

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