Fundamental, a two-year-old San Francisco startup that has developed a large tabular model for predicting outcomes from structured enterprise data, raised a $225 million Series A round at a $1.4 billion post-money valuation. The deal was led by Oak HC/FT, with Battery Ventures, Hertz Ventures, Salesforce Ventures, and Valor Equity Partners also participating. More here.
Hesam Motlagh in SF (Stealth)
Role: Co-Founder & CEO @ Drift (Fundamental Founder’s previous startup; $9M from Khosla, Soma)
Other Experience: Adjunct Professor @ Stanford School of Medicine, Chief of Staff to Vinod Khosla, Johns Hopkins PhD, Stanford GSB
Description: Stealth since 2026
Day AI, a three-year-old Boston startup that is developing a CRM platform that connects emails, meetings, and deal activity to surface early signs of deal risk and customer churn based on changes in engagement patterns, raised a $20 million Series A round led by Sequoia Capital, with Sound Ventures, Permanent Capital, Conviction, and Greenoaks also investing. More here.
Patrick Campbell & Facundo Chamut in Boston (Stealth)
Role: Co-Founders & CEO / CPO @ ProfitWell (Day AI Founder’s previous startup; acquired by Paddle for $200M)
Other Experience: Intelligence Analyst @ US DoD, Strategist @ Google
Description: “My team and I are working on building a new healthcare system”
Turnstile, a provider of quote-to-cash software for startups, raised $29m in seed and Series A funding from OMERS Ventures, Illuminate Financial, and First Round Capital, per Axios Pro. axios.link/45QISEF
Michael Babineau in Nashville (Potential Founder)
Role: Co-Founder & CEO @ Turnstile (4.5 yrs)
Other Experience: Co-Founder & CEO @ Second Measure ($25M from Bessemer, YC, Norwest, Foundation —> acquired by Bloomberg)
Description: Transitioned to Chairman on 1/26 with no updates
Goodfire, a two-year-old San Francisco startup that provides tools to interpret and analyze how AI models behave, raised a $150 million Series B round led by B Capital, with DFJ Growth, Salesforce Ventures, and Eric Schmidt as well as previous investors Juniper Ventures, Menlo Ventures, Lightspeed Venture Partners, South Park Commons, and Wing Venture Capital also joining in. More here.
Andrew Myers in NYC (Potential Founder)
Role: Co-Founder & CEO @ RippleMatch (Goodfire Founder’s previous startup; $77M from GS, Work-Bench, Accomplice)
Other Experience: Yale BA
Description: Transitioned to Chairman on 7/25 with no updates
Railway, a six-year-old San Francisco startup that provides a cloud platform for deploying and running applications, raised a $100 million Series B round led by TQ Ventures, with FPV Ventures, Redpoint, and Unusual Ventures also digging in. More here.
Surya Dantuluri in SF (Potential Founder)
Role: Intern @ Railway (<1 yr)
Other Experience: Founder @ Prava (backed by OpenAI & Elad Gil) and Spread.xyz (#1 on Polymarket by PNL), UC Berkeley
Description: “AI Holding Company”
Waymo, the robotaxi unit of Alphabet, is finalizing a $16b funding round at a $110b valuation, per the FT. Participants would include Dragoneer, Sequoia Capital, a16z, and Mubadala. axios.link/4qU05Wp
Sebastian Thrun in SF (CEO @ Sage AI Labs)
Role: Co-Founder @ Waymo (7.5 yrs)
Other Experience: Founder @ Udacity ($240M from A16Z, CRV, GV —> acquired by Accenture), Kitty Hawk Corporation (acquired by Boeing), and VuTool (acquired by Google), Adjunct Professor @ Stanford
Description: “Thrun is running a small stealth start-up at the intersection of AI and e-commerce.”
Xinchen Yan in SF (Potential Founder)
Role: Research Scientist @ Waymo (3 yrs)
Other Experience: Research Scientist & Co-Creator to Veo 1/2/3 @ DeepMind & Uber ATG, Michigan PhD
Description: Left DeepMind on 1/26 with no updates
Shubham Gupta in SF (Stealth)
Role: SWE of Behavior Prediction @ Waymo (3.5 yrs)
Other Experience: Founding Eng @ Parallel Web Systems ($100M from KP, Index, Spark, Khosla, FRC), Research Eng @ Bloomberg, Masters @ UCSD
Description: Left Parallel on 11/25. “Something new.”
Alaffia Health, a six-year-old New York startup that is developing agentic AI to support clinical review across health plan claims operations, raised a $55 million Series B round led by Transformation Capital, with FirstMark Capital, Tau Ventures, and Twine Ventures also taking part. The company has raised a total of $73+ million. SiliconANGLE has more here.
Kai Aichholz in Miami (Potential Founder)
Role: CTO @ Alaffia Health (2.5 yrs)
Other Experience: Co-Founder & CTO @ Anon ($14M from USV, Abstract), MIT CS
Description: Left Anon on 10/25 with no updates
Marvell Technology (Nasdaq: MRVL) completed its $3.25b purchase of Celestial AI, a Santa Clara, Calif.-based developer of optical interconnect solutions that had raised nearly $600m from Fidelity, USIT, AMD Ventures, Koch Disruptive Technologies, Temasek, Tiger Global, IAG Capital Partners, Samsung Catalyst, Smart Global Holdings, Porsche, Engine Ventures, M-Ventures, and Tyche Partners. axios.link/49NNZZ8
Philip Winterbottom in SF (Potential Founder)
Role: CTO @ Celestial AI (5.5 yrs)
Other Experience: Co-Founder & CTO @ Entrisphere ($170M from Accel, Benchmark —> acquired by Ericsson), COO @ Gainspeed
Description: Left Marvell Technology on 2/26 with no updates
Poetiq, a one-year-old startup based in Mountain View, CA, that is developing a meta-system to improve large language model reasoning and efficiency across business problems, raised a $45.8 million seed round co-led by FYRFLY Venture Partners and Surface Ventures, with Y Combinator, 468 Capital, Operator Collective, Hico Ventures, and Neuron Venture Partners also investing. More here.
David Marwood in SF (Potential Founder)
Role: Founder & Head of Eng @ Poetiq (<1 yr)
Other Experience: Research Scientist @ DeepMind & Google
Description: Left Poetiq on 9/25. Currently Advisor @ Battery Ventures
New York startup Sword Health, which offers digital musculoskeletal care, acquired German startup Kaia Health, which provides digital MSK and pulmonary programs, for $285 million. Tech Funding News has more here.
Manuel T in Austria (Founder @ Lioma)
Role: Co-Founder & Co-CEO @ Kaia Health (10 yrs)
Other Experience: Co-Founder & CTO @ Foodora (acquired by Delivery Hero)
Description: “Building the intention layer for the agentic era. AI can execute anything. The bottleneck is knowing what matters.”
Konstantin Mehl in NYC (Founder @ Daneel)
Role: Founder & CEO @ Kaia Health (9.5 yrs)
Other Experience: Founder & CEO @ Foodora (acquired by Delivery Hero), Dual MS @ Columbia
Description: “The next-generation CPA firm providing lightning-fast Quality of Earnings and comprehensive financial services.”
Adam Pellegrini in Idaho (Potential Founder)
Role: CEO @ Kaia Health (1.5 yrs)
Other Experience: Co-Founder & CEO @ Jasper Health ($30M from GC, Greycroft, Human Capital), GM & SVP @ Fitbit,
Description: Joined Sword Health as EIR post-acquisition
Moritz Philipp Weisbrodt in Germany (Potential Founder)
Role: Founder & CMO @ Kaia Health (3.5 yrs)
Other Experience: Co-Founder & CEO @ Alaiko ($30M from Tiger, Next47 —> acquired by Zenfulfillment)
Description: Left Zenfulfillment on 12/25 post-acquisition. “Actively exploring what’s next” per LI “about”
