We’re excited to be building @HelloPomo, an agentic marketing operator that helps teams move from scattered data to sharper decisions, faster.
Grateful to @KindredVentures ( @stevejang ) and our investors, early customers, and the team pushing this forward. More soon.
$238M Series C— Accelerating the future of defense.
From autonomy and edge compute to resilient communications, our platforms are redefining how modern operations connect and coordinate. This funding accelerates our work to deliver interoperable autonomy at scale with proven, fielded, technology that is already reshaping how missions get done.
The round was led by Moore Strategic Ventures, joined by new investors including Salesforce Ventures, Franklin Templeton, Balyasny Asset Management L.P., 645 Ventures, Hanwha Asset Management, 9Yards Capital and NightDragon, alongside participation from existing investors XYZ Venture Capital, Hedosophia, and Enlightenment Capital. Doubling down on their investment into Forterra, Crescent Cove Advisors LP provided both equity and debt, showing continued support since Forterra’s Series A in 2021.
Autonomy isn’t the future. It’s the new baseline.
Introducing Strada Workflows:
Insurance calls create hours of work. We just eliminated it.
Every call now automatically updates systems, triggers tasks, and launches follow-ups.
Automate:
→ Lead recovery
→ Policy servicing
→ Claims workflows
Insurance ops now run on Strada
VC loves to talk about bold ideas, but how often does it fund real change? All Raiser @labunleashed joins @annimaniac, @peteflint & Aaron Holiday (@645ventures) on @BreakPrecedent to unpack access, power & the weight of precedent in the pitch room.🎧
https://t.co/EcZrA9i5Wn
645 ventures (@645ventures)
• founded in 2013 by @thedatavc (nnamdi okike) and @aholidayiii (aaron holiday) • hq: union square nyc • capital: $550M deployed across 4 funds with ~$950M under management • notable: resident (acquired for $1B) @Iterable@goldbelly@panther__labs • recent ai: @JoinVantage@AlphaSenseInc • early on: 645 built its reputation on a data driven sourcing platform called voyager which tracks thousands of startups and surfaces breakout companies before they hit mainstream radars • ecosystem play: positions itself as a conviction early firm in nyc leaning into software infrastructure and ai while building one of the most diverse partner teams in venture
running a nyc gp search has been a reminder of how far the ecosystem has come. oai, cursor, thrive all in soho, flatiron still a gem for tech. city feels white hot right now.
6x growth in active vc firms since 2010 (2+ direct seed or series a investments) isn’t just noise, it’s a shift. sf still has the density (4x increase), but nyc feels different this time.
s/o to the anchors: @RRE (1994) @insightpartners (1995) @Lux_Capital (2000) @usv (2003) @alley_corp (2007) @FirstMarkCap (2008). laid an excellent foundation.
the breakouts: @ThriveCapital@BoxGroup@PrimaryVC@Work_Bench@645ventures
one to watch: @stellation. what @badboyboyce has built so far is impressive and the window for ems who can get it right is very real.
v2 is for other emerging funds + solos in nyc. i have a handful in mind but curious who else out east is raising or deploying fund 1 or 2 right now, esp in ai?
(graph below: nyc vs bay area growth curve)
🧵 below.
These roles will focus on 1 or more of the following categories: Consumer, Healthtech, Cybersecurity, Enterprise, or Infrastructure / Developer Tools [2/3]
📣We’re hiring at 645 Ventures! We’re on a mission to bring the invisible to life—and we’re excited to grow our Investment & Research team in both New York City and San Francisco. We’re looking for exceptional investors to join us as: Partner (SF) + VP/Principal (SF or NYC) [1/3]
Shop Circle at @Wimbledon! 🏆
Big thanks to @645ventures and Goodwin for having us - great tennis, great company, and a quick tiebreak from the usual Slack pings. 🎾
We’ve been selected as one of the fastest-scaling software companies in Europe, ranked among the Top 10 in the UK! 🔥
Thank you to @Siftedeu, @Lazard , and @SapphireVC for the recognition, and to our incredible team for making it happen every day.
🔗 Link in the thread.
@thedatavc sourced Facebook in 2004—before most had even heard of it. Now he’s building a firm to spot the next wave of overlooked winners. Hear how @645ventures uses data, sourcing, and founder frameworks to find outliers before the crowd on Episode 486 of The Full Ratchet.
🚨 Credit underwriting is broken. And honestly? Always has been.
You:
"Can I get your Q2 financials?"
Them:
"sure" sends FINAL_v3.docx two weeks later
Then your analyst spends 12 hours spreading it in Excel like it’s 1999.
Nah. We’re done with that.
Introducing Accend 2.0 👇
Consumer investors are a dying breed.
VC funding in consumer companies plunged from ~30% of global venture dollars in 2014 to just ~6% in 2024.
Yet fundamental human needs haven’t changed.
Massive opportunities exist, and AI has reignited excitement to build hyper-personalized, impactful experiences.
I recently co-hosted a dinner gathering the most thoughtful consumer investors and founders to unpack what it takes to build enduring consumer businesses in the AI era.
Lessons from the past:
- Identify intense user love early.
Genuine passion among even a small user base signals future scale. “You can grow the love, but you can’t fake the love.”
- Minimize “time to magic.”
Study how quickly target users reach their “wow” moment and whether it fundamentally transforms an existing experience or behavior pattern. The most successful consumer companies (Uber, Tinder, Instacart, etc) delivered this magic through dramatic friction reduction in existing behaviors.
- Growth trajectory can beat market size.
Airbnb had just 47k homestay guests in 2010 but dominated a rapidly expanding category.
Insights for the Present:
- Gen Z/alpha are redefining AI product behaviors.
They're using ChatGPT to facilitate social interactions and games not just for productivity.
- Embrace the "privilege expansion" thesis.
AI is democratizing premium services (personal stylists, doctors, coaches) previously only available to the wealthy.
- Watch behavior patterns outside your demographic.
For example missing what’s happening on TikTok/Discord means missing what billions of people are doing.
Bets on the future:
- AI-native social networks built on personalization with a lot more context on you as a whole person
- Creative tools that remove technical barriers
- Healthcare transformation through consumer-first approaches
The next wave of consumer companies won't just solve problems.
They'll create entirely new behaviors we can't yet imagine.
—
Shout-outs for consumer companies to keep an eye on: Alta, Callie, Daz, Dovly AI, Ellis, @onton_ai , @gumloop, @higgsfield_ai, Inner Balance, Jars AI, Kino, Latitude, MiSalud Health, Plaicin, Storycraft, Super Teacher Inc., Volley, @WisprFlow, Zingroll
Thanks Randi, @yasmeena__f, @AHolidayiii, @thedatavc at @645ventures and @shawnvc at @MenloVentures for co-hosting and Claire at @jpmorgan and Nehemiah at @AWSstartups for sponsoring!
Stars at the table: @marrc, @ErikSchluntz, @thistrippjones, @cowboy_vc@labunleashed, @nbt, @wwshaef, @louisberyl, @denwezoh, @JoshConstine, @TheLisaWu, @JamesCurrier
Congrats to the @The_TrueAnomaly Team on their Series C! We are thrilled to support you on this journey! 🚀
If you'd like to build the future, check out True Anomaly's careers page here: https://t.co/OBcYFdgtpa
Space superiority is a top priority for the U.S. and its allies. True Anomaly is answering the call.
Today we’re thrilled to announce the close of our $260M fundraise, unlocking our next phase of growth and accelerating product development and implementation.
Read more here:
We are excited to kickoff #SFTechWeek with a special happy hour at our South Park office. Founders, investors and tech operators/enthusiasts are welcome to join us on Monday, October 7th.
RSVP here: https://t.co/9wtXSGAR3k & view the full calendar at https://t.co/n9f2X5Wokr
Big congratulations to the team at @AgentOpsAI on being featured in @TechCrunch! Your work in making AI agents more transparent and actionable is groundbreaking and we're proud to see your innovation shaping the future of AI. 🚀
Excited to share that Agency AI from the team behind @AgentOpsAI has secured $2.6M in funding from @645ventures, @AforeVC, @bentossell & a few incredible angels.
We've personally built and reviewed hundreds of AI agents and are excited to continue helping startups and fortune 500 companies prototype and productionize AI Agents.
We are extremely thankful for our early users, community members, partners, and advisors.
We would not have been able to do this without you.
A huge congratulations to Meredith Tibbals from @645ventures for being honored with the Rising Star Award in VCJ! 🏆 Your passion and dedication to the world of venture capital truly shines through! 🚀
https://t.co/ZhFDCRmaL2
🗽The AI for Public Good Hackathon @cornell_tech was a success! Here are the incredible projects by theme:
🗽1. AI for Gov
https://t.co/J3ZPKlFMIl
AI for routing complains to agencies
@flore75711500@theandrewsiah
https://t.co/5OIM5XCABz
AI for summarizing 311 data
@samob917@d_r_farrell & Odaine Forbes
https://t.co/hyesCyZ8xL
AI for load balancing subway
@xukai92 & Victoria Liao
🗽2. AI for Open Data
https://t.co/8mWS4fEwUe
CitySavy: summarizes data on NYC Open Data
@ashah0052@noahpunintended@iamjdeleon, Edward Plata &Jon Chin
https://t.co/FFQukA68bY
AI for ranking NYC Open Data
@nitanisha
https://t.co/Ktykt1EaZm
AI for crowdsourced map data
@rhardestylewis
🗽3. AI for Citizen Life
https://t.co/QJpBBLCcyB
Demo: https://t.co/ur9pIZl5Bb
Agent AI that finds/applies to jobs
@rolandgvc Zameer Raizada, Ojonimi Bako, Joshua Cohen
https://t.co/mCVMNsQa1B
AI for sealing criminal records
@jenny_wang23 @azizalto@adityachavan & Andrew Hahn
https://t.co/XO4Mcx3J0R
AI Agent for lowering medical bills
@rahul_sompuram@vishnuravi & Chethan Sarabu
https://t.co/cRU5OIZuKx
AI chat for metabolic health
@datarequena & Richa Batra
https://t.co/99HNsovC6b
Generative AI for learning STEM
@richa_lq
🗽 🙌🏼 to our rockstar cohosts and speakers
@volokuleshov@Bieber@2plus2make5@samgbafa@npparikh@tanzeemc@soumithchintala@Mascobot
🗽and 🫶🏼 to our Incredible sponsors
@AnthropicAI@a16z@Techweek_@645ventures