MFV Partners | Activity

Milestone

Agility Robotics signed a commercial agreement with Toyota Motor Manufacturing Canada after completing a pilot.

Agility Robotics signs commercial agreement with Toyota

MFV Partners

agilityrobotics.comJUL 8, 2026

JUL 8, 2026

Essay

Aaron Pickard published an essay analyzing why data throughput is the key constraint for orbital data centers, not launch costs or cooling.

Aaron Pickard: Orbital Data Centers

MFV Partners

aaronpickard.substack.comJUL 8, 2026

JUL 8, 2026

Essay

Ashish Gupta published an essay on how proximity to the Bay Area (the epicenter of AI) compounds into an unfair advantage through talent, tribal knowledge, and serendipity.

Ashish Gupta: The Epicenter Effect

MFV Partners

linkedin.comJUL 8, 2026

JUL 8, 2026

Essay

Karthee Madasamy published an essay on the ~30-point gap between semiconductors and software in public markets, and how MFV Partners has positioned around bottlenecks: inference, memory, power, and networking.

Karthee Madasamy: The Great AI Decoupling

MFV Partners

linkedin.comJUL 8, 2026

JUL 8, 2026

Essay

Karthee Madasamy published an essay on why quantum computing requires rebuilding every layer of the classical computing stack, and how each broken layer represents a company opportunity.

Karthee Madasamy: Why Quantum Requires a Full Stack Rebuild

MFV Partners

linkedin.comJUL 8, 2026

JUL 8, 2026

Investment

MFV Partners invested in Eka Robotics, a Fund II portfolio company that emerged from stealth. The startup, cofounded by MIT Professor Pulkit Agrawal, builds Vision-Force-Action models for safe human-robot interaction.

Eka Robotics

Eka Robotics MFV Partners

mfvpartners.substack.comJUL 8, 2026

JUL 8, 2026

Milestone

Agility Robotics, an MFV Partners Fund I portfolio company, announced its intent to go public through a SPAC merger with Churchill Capital Corp XI at a $2.5B pre-money equity valuation.

Agility Robotics files to go public via SPAC at $2.5B valuation

MFV Partners

agilityrobotics.comJUL 8, 2026

JUL 8, 2026

Exit

MFV Partners portfolio company Akridata was acquired by Dimaag on May 28, 2026.

Akridata

Akridata MFV Partners

cbinsights.comMAY 28, 2026

MAY 28, 2026

Investment

Led Volt Harbor's $2M seed financing for modular, software-defined energy storage.

Volt Harbor

Volt Harbor MFV Partners

prnewswire.comMAY 28, 2026

MAY 28, 2026

Investment

Participated in CavilinQ's $8.8M seed round for quantum interconnect hardware.

CavilinQ

CavilinQ MFV Partners

cavilinq.comAPR 2, 2026

APR 2, 2026

Investment

Participated in Samara Aerospace's $10M seed round to scale spacecraft production.

Samara Aerospace

Samara Aerospace MFV Partners

samaraaerospace.comJAN 20, 2026

JAN 20, 2026

Milestone

SUN Mobility secured Series D2 funding from Helios Climate and the Private Infrastructure Development Group, expanding its battery swapping network with 1,000+ stations globally.

SUN Mobility

SUN Mobility MFV Partners

mfvpartners.substack.comSEP 2025

SEP 2025

Milestone

Agility Robotics secured additional Series C funding from NVIDIA's venture capital arm, deepening technical collaboration on next-generation robotics.

Agility Robotics

Agility Robotics MFV Partners

mfvpartners.substack.comSEP 2025

SEP 2025

MFV Partners Activity

Agility Robotics signed a commercial agreement with Toyota Motor Manufacturing Canada after completing a pilot.

PsiQuantum broke ground on a new facility in Queensland, Australia for utility-scale quantum computing, and signed a Letter of Intent for $100M of federal incentives under the CHIPS and Science Act.

Aaron Pickard published an essay analyzing why data throughput is the key constraint for orbital data centers, not launch costs or cooling.

Ashish Gupta published an essay on how proximity to the Bay Area (the epicenter of AI) compounds into an unfair advantage through talent, tribal knowledge, and serendipity.

Karthee Madasamy published an essay on the ~30-point gap between semiconductors and software in public markets, and how MFV Partners has positioned around bottlenecks: inference, memory, power, and networking.

Karthee Madasamy published an essay on why quantum computing requires rebuilding every layer of the classical computing stack, and how each broken layer represents a company opportunity.

MFV Partners invested in Eka Robotics, a Fund II portfolio company that emerged from stealth. The startup, cofounded by MIT Professor Pulkit Agrawal, builds Vision-Force-Action models for safe human-robot interaction.

Agility Robotics, an MFV Partners Fund I portfolio company, announced its intent to go public through a SPAC merger with Churchill Capital Corp XI at a $2.5B pre-money equity valuation.

MFV Partners portfolio company Akridata was acquired by Dimaag on May 28, 2026.

Led Volt Harbor's $2M seed financing for modular, software-defined energy storage.

Participated in CavilinQ's $8.8M seed round for quantum interconnect hardware.

Participated in Samara Aerospace's $10M seed round to scale spacecraft production.

SUN Mobility secured Series D2 funding from Helios Climate and the Private Infrastructure Development Group, expanding its battery swapping network with 1,000+ stations globally.

Agility Robotics secured additional Series C funding from NVIDIA's venture capital arm, deepening technical collaboration on next-generation robotics.