Our team returned to San Francisco for our ninth Y Combinator Demo Day. Each visit strengthens our relationship with the YC ecosystem and gives us direct access to the founders building the future of the world. This cohort stood out for its depth, focus, and urgency to ship products that people want. From the group, we selected ten companies that reflect where real progress is happening across AI, automation, autonomy, and industry-scale infrastructure.

We see five themes across these companies.

AI taking over specialized work: Cranston AI (YC F25), Jarmin (YC F25), and Fernstone (YC F25) automate work that slows companies down. Cranston replaces manual accounting labor with agents that reconcile data, prepare tax workflows, and deliver clean financials. Jarmin acts as a full-time ML engineer, handling data integration, feature work, and model deployment without the cost or hiring friction of a large team. Fernstone speeds up commercial insurance by blending automated agents with licensed brokers to secure coverage in days, not weeks. These teams work inside large, established industries and bring deep domain expertise to each product.

Infrastructure for the agentic era: Dome (YC F25), Multifactor (YC F25), and Bear (YC F25) build the core rails for agents as they move into mainstream use. Dome provides a unified API for prediction markets, giving developers clean access to trading, data, and execution across venues. Multifactor delivers the security layer that agents need, including authentication, authorization, and audit controls that enterprises expect. Bear helps companies show up in AI-driven recommendations and converts this traffic into identifiable, high-intent leads. These companies form the foundation that agents rely on to access data, operate securely, and reach users.

Automation in large operational industries: Goldbridge delivers a financial operating system for real estate owners and operators, combining banking, intelligence, and automated workflows. Their platform increases property values through faster insights and better control of cash flow.

Autonomy in the physical world: Lightberry and Tornyol show how AI moves beyond screens into machines that act in real environments. Lightberry gives robots the “social brain” needed to interact through speech, awareness, and context. This unlocks new use cases in homes, offices, and public spaces. Tornyol uses low-cost micro-drones to reduce mosquito populations with sensors, ultrasonic systems, and custom control algorithms.

AI improving health and human support: Sunflower 🌻 focuses on addiction recovery with both a consumer app and a tele-therapy clinic. The product includes an AI sponsor, structured learning content, and tools for tracking progress. Their clinical team delivers high-quality care across multiple states and continues to expand.

Each team targets a real problem inside a large market. Their products offer clear value to customers and remove work that slows businesses, operators, and institutions. They focus on practical adoption, strong execution, and technology that fits cleanly into existing workflows. These is the kind of company we back across the YC ecosystem.

We are excited to support these founders as they build products with scale and purpose. To explore each company, click here and follow our updates as the batch continues to evolve.

#BackedBySingularityCapital #portfolio #portco #investment #vc #venturecapital