Vermilion Cliffs Ventures | Activity | F4
Vermilion Cliffs Ventures Activity Every public signal F4 has attached to this firm, with sources and cross-entity links.
Essay
Ashley Smith published 'Hello Atomic, Goodbye Git: Rebuilding Software Collaboration for the AI Era with Lee Faus' on the Vermilion Substack. Hello Atomic, Goodbye Git
Meghan Murphy published 'The reason to be on Reddit isn't for AEO' on the Vermilion Substack about community building and being perpetually online. The reason to be on Reddit isn't for AEO
3 investments · SEP 2026 Show all Investment
Vermilion participated in Aranya's $11M round ($9M seed led by First Round + $2M pre-seed). Aranya turns bare metal into production GPU clusters. Aranya
Investment
Vermilion participated in Neurometric's $4M seed round. Neurometric builds an automated token engineering platform for agentic AI. Neurometric
Investment
Vermilion participated in Lemma's $2.3M pre-seed round led by Matrix, with Y Combinator and others. Lemma reads live production traffic for AI agent failures. Lemma
Essay
Ashley Smith published September 2026 newsletter covering portfolio updates including investments in Probably, Lemma, Neurometric, Aranya, and East River Source Control. Sept 2026: Vermilion Cliffs Notes
Essay
Ashley Smith published 'The Young Founder Experience' on backing founders under 20, the pressures they face, and predatory incubators. The Young Founder Experience
New Fund
Vermilion Cliffs Ventures closed $25M Fund II to back technical founders building AI infrastructure, security, and developer tooling. Vermilion Cliffs Ventures Fund II
New Fund
Closed a $25M second fund focused on AI infrastructure, security, and developer tooling. Fund II close
Talk
Hosted an AI infrastructure event with Amplify in July 2026. AI Infra After Dark | Amplify + Vermilion Cliffs Ventures
Talk
Co-hosted an AI infrastructure social with DigitalOcean in June 2026. Deploy, Scale, Score: Digital Ocean + Vermilion AI Infra Social
Essay
Ashley Smith published VC Hot Takes, Vol. 1, collecting hot takes from 12 VCs on AI, narrative, and early-stage venture. VC Hot Takes, Vol. 1
Investment
Vermilion participated in Probably's $9M seed round co-led by a16z and Accel. Probably builds a data agent that checks its own work for hallucinations. Probably
Talk
Ran a private fundraising session for portfolio founders in May 2026. Series A+ Fundraising: A Private Session for Vermilion Portfolio Founders