NFX | Activity | F4

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Team Portfolio Raise Champions Essays

F4/NFX/Activity

NFX Activity

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

Types

Time range

Investment

Participated as an existing investor in F2's $14M seed round, part of $24M total equity capital.

F2

businesswire.comJUN 10, 2026

JUN 10, 2026

Essay

Published a thesis on AI-driven opportunities in power, industrial infrastructure, physical AI, and materials.

Unlocking The New Industrial Revolution

nfx.comJUN 2026

JUN 2026

Essay

Published a thesis arguing early-stage venture should aim superintelligence toward hard problems and defensible assets.

The Case for Venture Capital in the Age of Superintelligence

nfx.comJUN 2026

JUN 2026

Investment

Co-led CopilotKit's $27M Series A alongside Glilot Capital and SignalFire.

CopilotKit

copilotkit.aiMAY 5, 2026

MAY 5, 2026

Investment

Continued support for Blitzy's $200M growth round at a $1.4B valuation.

Blitzy

businesswire.comMAY 5, 2026

MAY 5, 2026

Essay

Published the firm's first-money rationale for backing Blitzy's autonomous enterprise software development platform.

Why We Were First Money Into Blitzy

nfx.comMAY 2026

MAY 2026

Essay

Thesis on F2, a spinout from Arc Technologies focused on AI-driven financial markets.

Why NFX Invested in F2: AI for Private Financial Market Investors

Added recently

Investment

Participated in Starcloud's $170M Series A at $1.1B valuation, led by Benchmark and EQT Ventures.

Starcloud

StarcloudNFX

linkedin.comAPR 2026

APR 2026

Essay

Analysis of five key ideas shaping founders' strategies in 2025: AI as employee, three-person unicorns, defensibility, new GTM playbooks, and founder conviction.

The 5 Ideas That Defined 2025

nfx.comJAN 2026

JAN 2026

New Fund

Closed Fund IV with $325M to invest from pre-seed through Series A, with focus on AI, bioplatforms, space, and security themes.

Fund IV

nfx.comOCT 2025

OCT 2025