Guardio’s $40M at $1.1B: Consumer Cyber With $150M ARR
Guardio raised $40M at a $1.1B valuation — Wiz co-founder Assaf Rappaport joined returning Israeli growth investors — after hitting $150M ARR and 1M paying customers.
investment-strategies
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Ultrahuman’s $70M at $365M: Smart Rings Become On-Finger Computers
Qualcomm Ventures joined Ultrahuman’s $70M round ($65M equity + $5M debt) at a $365M valuation — betting rings can run software, AI, and games on-device, not only sleep metrics.
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Upwind’s $300M at $3.8B: Cloud Security After the Wiz Vacuum
Bessemer and TCV reportedly led Upwind’s ~$300M Series C at ~$3.8B — more than doubling January’s ~$1.5B mark — as buyers seek non-Wiz/Google cloud security alternatives.
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Gimlet Labs’ $300M at $3B: Multi-Chip Inference Gets a16z Scale
Andreessen Horowitz led Gimlet Labs’ $300M round at a $3B valuation — six months after an $80M Series A — with Arm and Microsoft’s M12 joining the inference-routing bet.
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Crusoe’s Reported $3B Round at $30B: Neoclouds Price Like Utilities
Bloomberg/TechCrunch (Sep 3): Crusoe raised $3B+ at ~$30B — later company-confirmed as $3.9B Series F at $30.9B on Sep 17. Keep this page for the early tape; see the Series F memo for the close.
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Wonderful’s $550M Series C at $5B: Enterprise AI OS Doubles Again
Insight Partners led Wonderful’s $550M Series C at a $5B valuation — six months after a $2B Series B — with Salesforce joining and a separate $170M secondary for early holders.