Third Point Ventures | Activity | F4

Third Point Ventures Activity

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

Types

Time range

Investment

Third Point Ventures participated in Zenity's $125M Series C financing alongside Norwest, SoftBank Vision Fund, DTCP, Hitachi Ventures, Intel Capital, LG Technology Ventures, Qumra Capital, and Vertex Ventures. Zenity provides AI agent security and governance.

Zenity

Zenity Third Point Ventures

siliconangle.comAUG 3, 2026

AUG 3, 2026

Essay

Published thesis on the 'three legs of the AI production stool' — security, durability, and observability — as the key infrastructure gaps blocking enterprise AI deployment at scale.

AI: From Experimentation to Production

Third Point Ventures

thirdpointventures.com

Added recently

News

Opened a Tel Aviv office to deepen Israeli tech investment focus, with a launch event attended by 200+ founders, VCs, and CEOs including Daniel Loeb and SentinelOne CEO Tomer Weingarten.

Third Point Ventures opens Tel Aviv office

Third Point Ventures

thirdpointventures.com

Added recently

Exit

Third Point Ventures portfolio company Kentik, a network observability and AI-assisted network intelligence platform, was acquired by Infoblox.

Kentik

Kentik Third Point Ventures

databane.comJUL 8, 2026

JUL 8, 2026

Exit

Third Point Ventures portfolio company C2FO was acquired, representing a venture portfolio exit.

C2FO

C2FO Third Point Ventures

tracxn.comJUL 3, 2026

JUL 3, 2026

Investment

Third Point Ventures participated in Atom Computing's $100M Series C financing alongside Cisco Investments and DCVC. Atom Computing develops neutral-atom quantum computers.

Atom Computing

Atom Computing Third Point Ventures

quantumcomputingreport.comJUN 16, 2026

JUN 16, 2026

Investment

Third Point Ventures participated as a new investor in Pi's $25M Series A financing alongside Brightmind Partners. Pi develops an AI-powered cybersecurity platform.

Pi Security

Pi Security Third Point Ventures

forbes.comJUN 10, 2026

JUN 10, 2026

Essay

Dan Moskowitz published a whitepaper articulating TPV's "three legs of the AI production stool" thesis: Security, Durability, and Observability — the infrastructure needed to bring AI from experimentation to production at scale. Highlights portfolio companies DataGrail, Zenity, Diagrid, and Kentik as investments across these pillars.

Third Point Ventures

Third Point VenturesThird Point Ventures

thirdpointventures.comFEB 10, 2026

FEB 10, 2026

Exit

Third Point Ventures portfolio company FireHydrant, an incident management and reliability platform, was acquired by Freshworks.

FireHydrant

FireHydrant Third Point Ventures

databane.comDEC 15, 2025

DEC 15, 2025

Exit

Third Point Ventures portfolio company Balbix, a cybersecurity risk and posture management platform, was acquired.

Balbix

Balbix Third Point Ventures

tracxn.comNOV 18, 2025

NOV 18, 2025

Essay

Dan Moskowitz published a deep-dive whitepaper on AI's impact on gaming and media tooling, covering AI applications across programming, art/animation, audio, and QA in game development. Highlights TPV portfolio companies Spline and Genvid as key investments in the space.

Third Point Ventures

Third Point VenturesThird Point Ventures

thirdpointventures.comOCT 28, 2025

OCT 28, 2025

3 investments· JUN 2024 – APR 2025Show all

Investment

Participated in Unframe's $50M round as the managed AI delivery platform emerged from stealth.

Unframe

Unframe Third Point Ventures

hpcwire.comAPR 2025

APR 2025

Investment

Co-led Zenity's $38M Series B for AI agent security and governance platform.

Zenity

Zenity Third Point Ventures

zenity.ioOCT 2024

OCT 2024

Investment

Led Spline's Series A for AI-powered 3D design software platform.

Spline

Spline Third Point Ventures

thirdpointventures.comJUN 2024

JUN 2024

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