Notable Capital | Activity | F4

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Notable Capital Activity

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

Types

Time range

Essay

Published a thesis essay arguing the most valuable infrastructure businesses now own compute workloads end-to-end rather than selling software.

Workload Clouds and the Death of the Attach Rate

Notable Capital

notablecap.com

Added recently

Essay

Published a thesis essay on the coordination layer emerging above tools like Slack as AI agents proliferate.

The Missing Infrastructure Layer for the Agentic Era

Notable Capital

notablecap.com

Added recently

Investment

Participated in Wispr's $280M Series B at a $2B valuation, following Notable's earlier lead of its Series A extension.

Wispr

Wispr Notable Capital

techcrunch.comAUG 17, 2026

fortune.com

AUG 17, 2026

Investment

Led the $10M seed round in Superlogical, Mitchell Hashimoto's new terminal-multiplexer startup, 12 years after first backing his prior company HashiCorp.

Superlogical

Superlogical Vercel HashiCorp Notable Capital

techzine.euJUL 31, 2026

notablecap.com

JUL 31, 2026

Exit

Portfolio company Lime made its Nasdaq debut, valuing the e-scooter and e-bike operator at about $1.73B.

Lime

Lime Notable Capital

whbl.comJUL 1, 2026

reuters.com

JUL 1, 2026

Investment

Participated in Patronus AI's $50M Series B to build Digital World Models for AI agent training and simulation.

Patronus AI

Patronus AI Notable Capital

techcrunch.comJUN 25, 2026

notablecap.com

JUN 25, 2026

News

Published the second annual Rising in Cyber report with Morgan Stanley, surveying nearly 150 CISOs on AI-era security spending.

Rising in Cyber 2026 Report

Notable Capital

vcwire.techMAY 27, 2026

risingincyber.com

MAY 27, 2026

3 essaysShow all

Essay

Published investment thesis on Wispr Flow and voice as the future of human-computer interaction.

Why We Invested in Wispr Flow: Making Voice the Future of How We Work

Notable Capital

notablecap.com

Added recently

Essay

Published investment thesis on Browserbase as foundational browser automation infrastructure for AI agents.

Why We Invested in Browserbase

Notable Capital

notablecap.com

Added recently

Essay

Published investment thesis on fal.ai and the generative media infrastructure opportunity.

Why We Invested in fal.ai

Notable Capital

notablecap.com

Added recently

News

Launched Rising in Cyber 2026, the annual recognition program for top emerging cybersecurity startups.

Rising in Cyber 2026

Notable Capital

prnewswire.comMAY 2026

MAY 2026

Milestone

Portfolio company Handshake's AI-training revenue surged to nearly $1B in annualized revenue.

Handshake

Handshake Notable Capital

notablecap.comAPR 13, 2026

theinformation.com

APR 13, 2026

Investment

Participated in Quince's $500M Series E, which valued the retail platform at $10.1B.

Quince

Quince Notable Capital

notablecap.comMAR 2026

wwd.com

MAR 2026

Investment

Participated in Torq's $140M Series D, led by Merlin Ventures, valuing the AI SOC platform at $1.2B.

Torq

Torq Notable Capital

torq.ioJAN 12, 2026

crn.com

JAN 12, 2026

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