Our continued backing of founders with deep expertise.

As we reflect on strong movement across our funds we’re pleased to share updates from our portfolio that demonstrate consistent progress, capital momentum, and founder execution. This past year strengthened our focus on disciplined execution and long-term outcomes.

We continue to back founders with deep expertise building durable technology that transforms how industries operate and remain positive about the trajectory of our portfolio.

Our recent activity continues to align around three themes:

• AI-native infrastructure that powers production systems
• Workflow automation inside regulated and high-stakes industries
• Disciplined capital concentration behind companies showing measurable traction and institutional validation

Highlights

Our portco, Dome was recently acquired by Polymarket. Chptr announced a nationwide partnership that shows a clear understanding of how communities share important life moments and Kopra Bio was selected for the Charles River Cell & Gene Therapy Incubator Program. Tembo Health’s clients saw a 36% reduction in total cost of care for patients with dementia over the year and Substrata was recently granted a U.S. Patent for their work on automated classification of relative dominance in audio conversations. Hyperbound recently raised a $15M Series A and is looking to hire six engineers and four sales roles (AEs, BDRs and AMs).

Our most recent Featured Investment from our V-Tech II fund, Lightberry is building the missing software layer for humanoid robots: a social, context‑aware “brain” that makes hardware commercially deployable rather than just demo‑ready. As one of our investments from the most recent Y Combinator batch, we are pleased with our selection of ten.

We recently deployed follow-on capital from our SOF I fund into Sphinx, SF Compute, TaxGPT, Dili and Kopra Bio. All five are applying AI to complex, high-stakes workflows inside technical, regulated industries where precision and infrastructure matter more than hype.

From our Singularity Access I fund, which focuses on high-growth, late-stage technology companies aligned with our conviction in AI-driven infrastructure and software we’ve deployed capital into Ripple, Anthropic, Erebor, Polymarket, Lightspeed and SpaceX.

Collectively, these commitments reflect a focused emphasis on AI‑native infrastructure and workflow automation, modernizing core workflows with agentic systems, funding developer platforms that accelerate production AI, and extending these themes into robotics and security as embedded, defensible layers in the enterprise stack.

The hard work and dedication by the founders in our portfolio is nothing short of inspiring and we’re excited to watch them continue to scale.

Upcoming Investments for Your Radar

Our team is building the early pipeline for the upcoming Y Combinator batch, which will be presented in San Francisco during the first week of March. We are prepared to make between five and 10 investments, adding to our current YC backed portco list of over 90 investments.

Y Combinator continues to show clear outcomes, with long term investors at Demo Day seeing a median return of around 5x based on YC’s shared data. Our long-standing connection with the infamous accelerator continues to strengthen our access to high-quality deal flow and position us for the next wave of breakout companies.

We’re proud of the progress across each of our funds and are confident in what’s ahead. Thank you for your continued partnership and trust in Singularity Capital.

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