NFX | Activity | F4

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

Essay

Gigi Levy-Weiss published an essay arguing that cybersecurity's future belongs to startups as the battleground shifts from OS to the application layer, citing NFX portfolio company Koi's $400M acquisition by Palo Alto Networks as validation.

NFX

nfx.comSEP 2026

SEP 2026

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

Investment

NFX invested in Altro Health (formerly Lyv Health), a clinical Shopify for wellness enabling SMBs to offer medical-grade services including peptides and GLP-1s. Founded 2025, based in NYC.

Altro Health

Altro Health NFX

nfx.comJUN 2026

JUN 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

Milestone

Blitzy, an autonomous software development platform for Fortune 500, raised a $200M round at a $1.4B valuation led by Northzone, PSG, and Battery Ventures. NFX was the first investor, writing the first check in 2024.

Blitzy

nfx.comMAY 2026

MAY 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

Exit

Palo Alto Networks acquired NFX portfolio company Koi, a one-year-old Israeli cybersecurity startup, for $400 million. NFX had co-led Koi's $38M Series A in 2025.

Koi

KoiNFX

calcalistech.comFEB 2026

FEB 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

NFX closed its fourth fund at $325M, bringing total AUM to ~$1.5B. The fund focuses on AI tools and applications across biology, gaming, cybersecurity, and productivity. Smaller than the previous $450M fund (2021), reflecting lower startup valuations.

NFX

calcalistech.comOCT 2025

OCT 2025

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