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- Valor Atreides AI Fund
Valor Atreides AI Fund portfolio
Valor Atreides AI Fund has 4 portfolio companies on record at Recent Funding, with 4 investments in the last 12 months.
About this page
It led 3 of the 4 rounds it joined. Its most recent investment on record is Watney's $80M Series A round in September 2026, which it led, alongside Abstract Ventures, Hummingbird VC, Conviction and 3 others. By category, its portfolio leans toward Robotics and hardware (3) and Developer tools and cloud (2). It has co-invested with Valor Equity Partners, Conviction and Abstract Ventures, most often Valor Equity Partners (2 rounds).
What Valor Atreides AI Fund invests in
- Robotics and hardware · 3 · 75%
- Developer tools and cloud · 2 · 50%
- AI infrastructure and compute · 2 · 50%
- Climate and energy · 2 · 50%
- Manufacturing and industrial · 1 · 25%
- Fintech · 1 · 25%
- HR and recruiting · 1 · 25%
Valor Atreides AI Fund recent investments
| Company | Round | Date | Alongside |
|---|---|---|---|
| Series A · $80M · lead | Abstract Ventures, Hummingbird VC (lead), Conviction +3 | ||
| Series B+ · $95M · lead | Valor Equity Partners (lead) | ||
| Series B+ · $140M | Capricorn Investment Group, Gigascale Capital, Andreessen Horowitz (lead) +2 | ||
| Series B+ · $270M · lead | C4 Ventures, Eclipse, MIT +9 |
How Valor Atreides AI Fund invests
Valor Atreides AI Fund portfolio companies
WWatney$80MSeries A · Sep 2026
LLoop$95MSeries B+ · Apr 2026
HHeron Power$140MSeries B+ · Feb 2026
BBedrock Robotics$270MSeries B+ · Feb 2026
| Company | Round with Valor Atreides AI Fund | Total raised | Latest raise |
|---|---|---|---|
Robotics and hardware |
Series A · $80M · lead | $80M | Sep 17, 2026 Series A |
Fintech |
Series B+ · $95M · lead | $95M | Apr 17, 2026 Series B+ |
AI infrastructure and compute |
Series B+ · $140M | $178M | Feb 18, 2026 Series B+ |
AI infrastructure and compute |
Series B+ · $270M · lead | $950M | Oct 26, 2026 Series B+ |
Most frequent co-investors
VValor Equity Partners2 shared rounds · last Sep 17, 2026
CConviction1 shared round · last Sep 17, 2026
AAbstract Ventures1 shared round · last Sep 17, 2026
HHummingbird VC1 shared round · last Sep 17, 2026
AA*1 shared round · last Sep 17, 2026
GGrant Gordon1 shared round · last Sep 17, 2026
AAndreessen Horowitz1 shared round · last Feb 18, 2026
EEnergy Impact Partners1 shared round · last Feb 18, 2026
BBreakthrough Energy Ventures1 shared round · last Feb 18, 2026
CCapricorn Investment Group1 shared round · last Feb 18, 2026
GGigascale Capital1 shared round · last Feb 18, 2026
GGeorgian1 shared round · last Feb 4, 2026
Similar investors
GGVFL5 companies · 4 deals in 12 mo
IIIMA Ventures5 companies · 4 deals in 12 mo
PPudong Chuangtou5 companies · 4 deals in 12 mo
VVanagon Ventures5 companies · 4 deals in 12 mo
AAlpine Space Ventures5 companies · 3 deals in 12 mo
BBaron Capital5 companies · 3 deals in 12 mo
Investors whose portfolios on Recent Funding center on the same category (Robotics and hardware).
How this is counted
Share is of the 4 rounds on Recent Funding that name Valor Atreides AI Fund. Rounds with no announced date are left out of the year split, and "round" is a round whose stage is not on file.
Portfolio companies are the companies on Recent Funding with a round that lists Valor Atreides AI Fund, which is a subset of its real portfolio. API: /api/v1/investors/valor-atreides-ai-fund (get a free API key). More: the most active VC firms and new venture capital funds.