Oluwadi Pricing · Sign in · JULY 1, 2026
Silicon Valley

AI · Software · Semiconductors

Investors Companies
68
companies
60
VC / investor firms
12
universities
140
total firms
182
people
Thesis: AI, Software & Cloud in Silicon Valley · clear thesis

Companies & UniversitiesSilicon Valley

21 records
AI / Tech
CapLinked
● Los Angeles, CA
Los Angeles CA. Secure document sharing and virtual data room for M&A/dealmaking. Co-founded by Eric M. Jackson (PayPal, author of The PayPal Wars).
Est. 2010
AI / Tech
Cloudflare
● San Francisco, CA
Internet infrastructure and security company. San Francisco CA. NEA + Fidelity. IPO Sept 2019. $40B+ market cap. CDN, DDoS protection, zero-trust security. NYSE: NET.
AI / Tech
EdgeQ
● Santa Clara, CA
Santa Clara CA. ARM-based 5G base station chip with integrated AI. Threshold Ventures portfolio (Mo Islam board). Targeting Open RAN infrastructure — combines connectivity and compute on a single chip. Raised $75M+ Series B. Relevant to defense/DoD 5G private network buildout.
Est. 2018
AI / Tech
ElevenLabs
● San Francisco, CA
AI voice generation platform. San Francisco CA. Andreessen Horowitz + Sequoia. Raised $180M Series C 2025. Best-in-class voice cloning and synthesis.
AI / Tech
Figma
● SAN FRANCISCO, CA
Collaborative design platform. San Francisco CA. Sequoia + Greylock + Index Ventures. Adobe attempted acquisition ($20B) blocked by regulators 2023. Raised $300M Series E 2025 at $12.5B.
AI / Tech
GitLab
● San Francisco, CA
San Francisco CA. DevSecOps platform — source code management, CI/CD, security scanning in one platform. IQT portfolio (George Hoyem board). NASDAQ: GTLB. $1.9B ARR (2024). Used by IC/DOD for secure software development pipelines. FedRAMP authorized. Open-source core. Competes with GitHub (Microsoft).
Est. 2011
AI / Tech
Grammarly
● San Francisco, CA
AI writing assistant. San Francisco CA. General Catalyst + IVP. 30M+ daily users. $13B valuation. Raised $200M 2019.
AI / Tech
Groq
● Mountain View, CA
Mountain View CA. AI inference chip company. Language Processing Unit (LPU) — purpose-built for ultra-fast LLM inference. IQT portfolio (George Hoyem board). Deployed in IC/DOD inference infrastructure. $640M raised, $2.8B valuation (2024). GCC/Middle East inference campus deployments noted by Hoyem as energy-AI nexus.
Est. 2016
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AI / Tech
Matterport
● Sunnyvale, CA
Sunnyvale CA. 3D spatial data platform — digital twins from physical spaces. IQT portfolio (George Hoyem board). NASDAQ: MTTR (went public via SPAC 2021; taken private by CoStar Group $1.6B acquisition 2024). Used by IC for facility mapping, military base documentation, crime scene capture. 12M+ spaces captured.
Est. 2011
AI / Tech
Niantic Spatial, Inc.
● SAN FRANCISCO, CA
Geospatial AI and spatial computing company. Spun off from Niantic May 2025 after sale of games division (Pokémon GO) to Scopely. Initially capitalized $250M. Developing world foundation model for geospatial/AR/AI understanding. Rob Painter is Strategy/GTM. Troy LinkedIn connection since Jan 2006.
1 person
AI / Tech
Notion
● San Francisco, CA
Connected workspace / all-in-one productivity tool. San Francisco CA. First Round Capital + Sequoia. 100M+ users. $10B valuation. Raised $275M Series C 2023.
AI / Tech
Parasail
● San Mateo, CA
AI inference supercloud — pay-per-token GPU access without long-term contracts. San Mateo CA. Founded 2023 by Mike Henry (fmr Mythic, raised $165M) and Tim Harris (fmr Swift Navigation CEO, raised $250M). Launched April 2025. $42M total ($10M seed + $32M Series A April 2026). Series A led by Touring Capital + Kindred Ventures. Also: Samsung NEXT, Flume Ventures, Banyan Ventures. 500B+ tokens/day.
Operating Company
PeopleReign
● San Francisco, CA
PeopleReign is an agentic AI platform founded in 2020 that automates IT and HR employee service, delivering instant issue resolution and reducing ticket volume by up to 65%. The company is headquartered in California and serves enterprise customers seeking to lower the cost of employee support.
AI / Tech
Primer AI
● San Francisco, CA
San Francisco CA. AI for national security — automated analysis of text, audio, and video at scale for IC/DOD. IQT portfolio (George Hoyem board). Used by intelligence analysts to process large document corpora. Series C $110M 2021. Key customers: DoD, IC agencies. Founders: Sean Gourley (Oxford physicist, Quid founder).
Est. 2015
$100M
AI / Tech
Quid
● San Francisco, CA
San Francisco CA. Global intelligence platform. Co-founded by Sean Gourley (TED2009 Fellow, Rhodes Scholar).
Est. 2009
Operating Company
RapidFort
● Sunnyvale, CA
RapidFort is a software supply chain security company headquartered in Sunnyvale, CA. Its platform automatically secures container images by removing unused software components, reducing attack surface and vulnerabilities. The company is based at 440 North Wolfe Road, Sunnyvale, CA 94085.
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AI / Tech
Rippling
● San Francisco, CA
Workforce management platform (HR, IT, finance). San Francisco CA. Kleiner Perkins + Sequoia. Raised $200M Series G 2024 at $13.5B. CEO: Parker Conrad.
AI / Tech
Samsara
● San Francisco, CA
Connected operations platform for physical industries. San Francisco CA. General Catalyst + Andreessen Horowitz. IPO Dec 2021 at $11.4B. IoT sensors + fleet management.
AI / Tech
Scale AI
● San Francisco, CA
AI data labeling and training platform. San Francisco CA. Accel + Tiger Global. Meta acquired 49% 2025 for $14B+. CEO: Alexandr Wang. Critical infrastructure for LLM training.
AI / Tech
Wispr AI
● San Francisco, CA
AI dictation and voice productivity startup. San Francisco CA. Securing $260M at $2B valuation, led by Menlo Ventures. Existing backers: NEA, 8VC, AIX Ventures, Neo, MVP Ventures. Signal source: Google Alert — nea venture investment, May 13 2026. [merged from 1446]: AI-powered voice dictation tools
$260M