BoxGroup

BoxGroup is an early stage technology investment fund based in NYC + SF

[Clara @GetClaraCard]

Big news: $105M to keep building Clara.

We’re announcing a $65M Series C, alongside $40M from General Catalyst’s Customer Value Fund.

It comes as we surpass $100M in annualized net revenue, after more than a year of EBITDA-positive operations, and serve more than 45,000 companies across Latin America.

Read more at @Bloomberg: https://t.co/IzcVQ2a2mD

[Bridgit Mendler @bridgitmendler]

It's hard to believe it's been less than two years and nine months since we first announced Northwood as a small team of six. Today we are announcing a $375M Series C.

Griffin, Shaur, and I founded the company on the premise that the demand for data through space would grow exponentially and the industry needed a fundamentally new approach to ground infrastructure to support that. We are still early innings in this story and grateful for our capital partners joining in this next chapter.

Thanks to @a16z @dfjgrowth @HSBCInnovation @WashingHarbour Alpine Space Ventures @StepStoneVC @ICONIQCapital In-Q-Tel Activate Capital @balerion @CapitalAlso @hberkman GC1 Ventures

https://t.co/qlV1JTgvBJ

[David Tisch @davidtisch]

New phone. Who dis…

Fun chat with @HarryStebbings on @twentyminutevc - he may or may not have said he was wrong out loud…

https://t.co/0PBiu2Cgar

[Jake Stauch @jakeserval]

We raised a $150M Series C at a $3B valuation, led by @sequoia. Our third round in 12 months, bringing our total funding to $277M.

Our team has grown 10x in the last 12 months. We now serve Fox Corporation, WPP, Live Nation, Lucid Motors, and Ramp, and many of them are fully replacing legacy platforms with @getserval.

AI coding tools have transformed how engineers work. Serval brings that same power to every team, so anyone can build governed automations across the systems they already use.

We’re hiring 500+ people over the next year and expanding in San Francisco, NYC, London, Austin, and beyond.

If you’re down to take on legacy enterprise systems and transform how teams work, my cofounder @AlexAtServal and I would love to meet you.

It’s Serval now.

[Nimi Katragadda @nkatragadda]

the Trajectory team is assembling a special group of smart, kind, ambitious people across research and design

[Barry McCardel @barrald]

In May, we had just closed our best quarter ever – and of course decided to re-build @hexanalytics from scratch.

Today we're announcing two things: Hex 4.0, the first analytics platform truly built for agents; and a $100m fundraise at a $1.2B valuation, led by @peakxvpartners

The world is changing fast, and we're not slowing down! Read more here:

https://t.co/FrhzVYu81f

[Karim Atiyeh @karimatiyeh]

https://t.co/HxYe8oNoeO

[Lumaril @lumaril]

Today we’re launching Lumaril.

We’re an industrial autonomy company helping America’s existing factories run at their true capacity, with more production and less waste.

The US is home to hundreds of thousands of plants, run by senior operators with decades of tacit knowledge. Much of it is unwritten, and a growing wave of retirements is taking it out the door.

If we let these facilities go dark, we don't just lose great companies and the towns that depend on them. We lose the living blueprints for making the goods and materials this country can’t afford to do without.

Reindustrialization won’t come from new factories alone. The plants we already have are great American businesses, built over generations, with enormous potential to grow. We believe helping them scale is the fastest path to restoring industrial capacity.

[Dave Nunez @capitaltruist]

Trillions are pouring into the race to build the first general superintelligence, but leveraging your own specialized know-it-all is now possible as of today.

I built the knowledge systems at @stripe and @uber. Then I helped Anthropic, Metronome, and Graphite build a killer developer experience. Everyone wants Stripe-level quality, but that bar is too low.

Falconer gives you and your customers complete, specialized intelligence: an internal knowledge base and external documentation in one beautiful package. Falconer is the ultimate trust engine to manage your context: self-driving, observable, and agent-friendly.

I co-founded @falconer_ai with @mbenedetto212 and assembled a team of know-it-all builders. We're backed by fellow know-it-alls @thegp, @BoxGroup, @svangel, @karimatiyeh, @benln, @zachlloydtweets, @CeciStalls, @MerrillLutsky, @scottmac, @malthe, and @adamjstevenson, with angels from Anthropic, Stripe, Meta, Cursor, Replit, and more.

Frontier intelligence companies like @FireworksAI_HQ and @⬛⬛⬛⬛⬛⬛; fintech companies like @payabli and @vori; and healthtech companies like @thatch_ai use @falconer_ai because they all share the same vision as us: the knowledge you earn should belong to you.

Now you can know everything, so you can build anything.

[Karim Atiyeh @karimatiyeh]

We've spent the better part of 2026 building the tools companies need to put AI to work: Stack, Token Spend Management, https://t.co/x0WFBLoteu, and Glass.

Today we raised $1.85B at $60B valuation. There are now 85,000 businesses on Ramp saving a combined $1B+ a month.

We still have so much to build.

[Eric Glyman @eglyman]

Today, Ramp raised $1.85B at a $60B valuation.

Seven years ago, Karim and I wrote our mission on a Post-it: “Save companies time and money.”

Our mission hasn't changed. It’s just gotten bigger.

[Nimi Katragadda @nkatragadda]

Ramp's vision has been clear since day 1 - the team's ambition has grown everyday since. Incredible to watch @eglyman @karimatiyeh @vral @hamidships

[thomas neckel @neckelthomas]

Fragment is automating commerce.

We think there are millions of businesses that haven't been invented yet. Not because folks lack imagination, but because it's too hard to build the financial systems that run them. Fragment removes that constraint.

Today, people run companies. With Fragment, they'll run on their own.
https://t.co/MLIu2ZUknq

[Ryan McGuire @r_mcguire]

@dylanmcguir3 and I just raised a $7.5M pre-seed led by @a16z to build a robotic surgeon @alephsurgery

Much of the early investment in Physical AI has focused on industries where labor is relatively abundant and low-cost. We believe the biggest opportunities to change the world lie at the opposite end of the spectrum.

Surgery is among the most valuable forms of labor on the planet, but it's far too scarce and expensive - due to an exceptionally long training pipeline and highly concentrated expertise.

We’re building the first surgeon that scales: one system that can acquire, refine, and transfer surgical skills across millions of procedures. v1 is already learning to perform surgical tasks autonomously from demonstrations, and improve from its own experience.

Lots of great folks behind us! @BoxGroup, Reveille VC, Constellation, @forward_deploy, @Valkyrie_vc, @DiscipulusVent, @maniacvc + more

[Matan Grinberg @matanSF]

We have raised $200M at a $5B valuation to scale self-improving software development in the enterprise.

@FactoryAI has grown to serve hundreds of thousands of developers at companies including RBC, Adobe, Nvidia, T-Mobile, and Palo Alto Networks.

We will use this capital to accelerate our investments in research, product, and global go-to-market.

[David Tisch @davidtisch]

I knew Kareem all the way back in 2011 when... @clay

[Clay @clay]

@Clay just raised a $115M Series D at a $7.1B valuation.

Now, more than 17,000 teams build on Clay, including Anthropic, SpaceXAI, Google, OpenAI, Stripe, Visa, UPS — and 80% of the Forbes AI50.

@nytimes just broke the news, but the story goes far beyond the raise. AI is unleashing the biggest wave of company creation in history. Clay’s goal is to be the engine they use to grow.

Clay is a self-learning revenue engine that figures out the best GTM play for your company, then runs it.

We started as the company with the best data about other companies. Then we became the infrastructure to run campaigns across email, ads, and landing pages.

Now we’re building agents that learn from every campaign, predict the next best action, and get better each time they run.

Software engineers use coding agents to write code. GTM engineers now use growth agents to autonomously grow their companies.

In 2023, we introduced GTME as a new role for people creating revenue systems with data, automation, and AI. Two years later, thousands of GTMEs are growing the world's best companies. They are gathering in nearly 100 Clay Clubs around the world, from Bangalore to Boston and Lahore to Lisbon.

That’s why we’re proud to launch a $1M scholarship fund, helping more people enter the profession.

@Wellington_Mgmt led our Series D, with participation from @sequoia, @stepstonegroup, @a16z Perennial, @MeritechCapital, DST Global, @CapitalG, @BoxGroup, @boldstartvc, @BloombergBeta, and @EvolutionEquity.

A gracious thank you goes out to our customers, community, partners, team, and every GTM engineer shaping this with us.

We are going to unveil the future of Agentic GTM at SCULPT on October 8.

Stay tuned to see how to use AI to grow every company.

🖤🩵❤️💛

[Forus @forus]

Today, we’re announcing that Forus has raised a $150M Series C at a $3B valuation to build the AI network for medicine.

The round was led by @BainCapVC with participation from @ThriveCapital, @generalcatalyst, @Accel, @Redpoint @BoxGroup, @pearvc, @AvraCap, @humancapital, @neo, @vast_ventures, and @svangel

Forus supports millions of people across all 50 states and is already used by providers to treat patients in 85% of U.S. residential ZIP codes. 9 of the top 15 global biopharma companies work with us, alongside many fast-growing biotechs.

Our goal is to put Forus in every doctor’s office in the country and accelerate the medicine pipeline from discovery to treatment.

The opportunity ahead of us is much larger than what we can take on today. We aren’t constrained by capital or customer demand. We are constrained by the talent and capacity of our team.

We’re hiring exceptional engineers and operators in New York to help us take it on. Come build with us.

[Sahir @sahirjaggi]

We’re announcing that Forus has raised a $150M Series C at a $3B valuation to build the AI network for medicine.

Medicine will remain one of the world’s most important industries until humanity achieves immortality, and we are only at the beginning of a new era in what it can do. GLP-1s are changing obesity and cardiometabolic disease. Gene therapies can treat diseases at their genetic source. New cancer treatments are turning diagnoses that were once fatal into diseases people can live with. AI is enabling us to discover of new drugs even faster.

But discovery is only the beginning. It still takes more than a decade and billions of dollars to turn a new molecule into an approved medicine, and once it reaches market, more than a third of patients prescribed specialty treatments never receive their first dose.

Forus is creating the AI network to accelerate the entire medicine pipeline, from development and launch through prescription and treatment. We connect the companies creating medicines with the doctors who prescribe them and the patients who need them.

Today, Forus supports millions of people across all 50 states and is already used by providers to treat patients in 85% of U.S. residential ZIP codes. 9 of the top 15 global biopharma companies work with us, alongside many fast-growing biotechs. Our goal is to put Forus in every doctor’s office in the country and unlock an order of magnitude more medicine for society.

There is a generational opportunity to rethink how new medicine reaches people. Forus is becoming how medicine moves from discovery to treatment in America, and as we scale, we’ll become the most important company in life sciences.

Forus is not constrained by capital or customer demand; we are constrained by the talent and capacity of our team. To take on the opportunity in front of us, we need exceptional engineers and operators in New York who want to move fast and help us make something that matters. Come build with us.

Our Series C was led by Bain Capital Ventures, with Thrive Capital, General Catalyst, Accel, Redpoint, BoxGroup, Pear VC, Vast Ventures, and SV Angel investing alongside them.

[Sasha Malysheva @aimalysheva]

meet @mostik_ai!

what happens when you put 12 PhDs in one room for four months? first place on the ARC-AGI leaderboard, which I can't say much about while the competition is still running. and this, which I can.

everyone's arguing about whether open models will catch up to frontier models. we think it's the wrong question. here's the one we pose: why does a frontier model have to generate your answer at all, when the only thing you need from it is the reasoning?

we do this by enabling models to communicate in latent space. through our protocol, hidden states pass straight from a frontier model into a small one running on your infrastructure -- no text between them, and neither model is fine-tuned. two models from different families, sharing reasoning, both left untouched.

how do we know it works? we tested it on a setup where a 753B model reads the problem, and a 4B edge-class model writes the answer. with this approach, we get results 80% as accurate as the frontier model, but at 20x faster performance.

we're committed to preventing frontier model lock-in and are already partnering with inference providers to accelerate open-weight adoption. we've done this between 15 of us, in four months, 12 PhDs and a Fields medalist, backed by @generalcatalyst

WIRED has the first external account of the company and the work: https://t.co/tP8nItCsDl
full writeup, the setup, and all the numbers: https://t.co/C9NZ5vtV1V