Menlo Ventures — Activity | F4

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Menlo Ventures Activity

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

Types

Time range

Milestone

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

Chime

Chime Menlo Ventures

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

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

menlovc.comDEC 9, 2025

DEC 9, 2025

Milestone

Anthology Fund portfolio grew to 45+ companies with 12 new additions in Q3 2025.

Anthology Fund

menlovc.comOCT 24, 2025

OCT 24, 2025

New Fund

Closed $1.5 billion across Menlo Inflection IV and seventeenth flagship fund, reflecting increased AI focus.

Menlo Inflection IV + 17th Flagship Fund

linkedin.comSEP 2025

SEP 2025

Essay

Quarterly LLM market update tracking foundation model capabilities and enterprise adoption.

2025 Mid-Year LLM Market Update: Foundation Model Landscape

menlovc.comJUL 31, 2025

JUL 31, 2025

Essay

Published research on consumer AI adoption, showing 61% of American adults used AI in past six months.

2025: The State of Consumer AI

menlovc.comJUN 26, 2025

JUN 26, 2025

Team Change

Announced Matt Kraning as newest partner.

Matt Kraning joined as partner

globenewswire.comAPR 10, 2025

APR 10, 2025