Investing before the world agrees
US | India
Joined June 2012
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When we partnered with @iambic_ai in 2020, it was still unclear how far AI could go in transforming hard scientific fields. Iambic used its proprietary AI platform to help design and advance its first drug candidate into the clinic in approximately two years.
Last week, Iambic went public on Nasdaq. As one of its earliest investors, we've captured the journey here:
🔗 shorturl.at/Tylf6
@tfmiller3 | Fred Manby | @b_jishnu
Congratulations to @iambic_ai on its $150M IPO and @Nasdaq debut!
Iambic’s molecular superintelligence platform combines AI with automated chemistry and biology experimentation to discover new medicines. Iambic strives to innovate with the urgency of a tech company, while executing clinical development with the rigour and discipline of a leading biotech.
We are proud to have backed Thomas Miller, Fred Manby and team Iambic from day 1 of the company journey!
It’s still Day 1 at @iambic_ai. Onward and upward!
@b_jishnu
We’re excited to lead @justcircleit's ₹25 crore seed round!
Pre-owned only works when people can trust what they’re buying. Founded by Chirag Kataruka and Ankit Misra, Circle verifies every item and handles everything from listing to pickup and payout, so buying and selling pre-owned is simple and safe.
Congratulations to the @Circle team!
@suvirsujan | @itsvaishak
Nexus retweeted
Gumloop (YC W24) is building a platform that lets employees across a company build and share AI agents, while giving IT control over the data, permissions, and infrastructure behind them.
Today it’s used by companies including Shopify, Gusto, and Instacart to automate work across sales, customer success, operations, and more.
In this fireside, @gumloop co-founders @MaxBrodeurUrbas and @rbehal1729 joined @gustaf to share how they built Gumloop before models were ready for agents, then found product-market fit as the technology caught up. They talk about landing early enterprise customers, making companies AI-native, and why the people closest to the work should be the ones automating it.
00:00 — The AI Agent Builder for Every Team
03:38 — From Workflow Automation to Enterprise AI
07:20 — What It Takes to Win Enterprise Customers
11:02 — How the Founders Met and Got Into YC
15:00 — How Gumloop Uses Its Own Agents
18:02 — Landing Shopify and Rethinking Pricing
21:23 — Fundraising and the Limits of Staying Lean
24:35 — Letting Employees Automate Their Own Work
27:43 — Building Agents Companies Can Control
31:23 — Getting IT to Say Yes
Nexus retweeted
ApolloNEXT keeps getting bigger! Apollo.io is "making world-class GTM accessible to everyone!" The ultimate AI GTM system used by millions of users (+ AI agents).
Privileged to have witnessed how Apollo got here. More importantly, super pumped to see where it's going!
Congrats, team @useapolloio! Let's go! 🚀
#ApolloNext26 #AI #GTM @nexusvp
Nexus retweeted
Top developer tools companies were built democratically. I think top agent tools companies will be too.
AI agents are only as good as the context they can access. Firecrawl is becoming their default tool for this.
Alexandria gives them one interface to the live web, official data providers, and specialized indexes.
Proud to double down in this round and continue backing @firecrawl. Congrats to @CalebPeffer, @ericciarla, @nickscamara_, and the team on the $75M Series B!
@nexusvp
Introducing Alexandria.
We raised a $75M Series B led by Smash Capital to build the world’s largest knowledge library for superintelligence.
Supercharge your agents with instant access to the most powerful data sets & providers.
firecrawl.dev/alexandria
We're glad to back Sol Foundry Inc. as it emerges from stealth with $4M!
Most AI tools wait to be told what to do. Sol finds the commitments you've already made in email and gets the work moving before you have to ask: research, documents, slides, meeting coordination, while you stay in control of what actually gets sent.
What got us excited about Sol is that @_anishkaran, Prateek Srivastava, @RanjithNair7 and the team are building AI that just knows when to act and proactively does the right things. There is no learning curve; it’s AI that just works.
@b_jishnu
Early access at hellosol.app
Congratulations to @firecrawl on their $75M Series B and the launch of Alexandria.
Most valuable data: housing, jobs, research, code, pricing, sits out of reach for AI agents. Alexandria gives them one interface to access official providers, specialised indexes and the live web directly, already delivering 21% better answer quality in testing.
Firecrawl is becoming the default choice for developers and agents to fetch knowledge and context.
We are proud to double down in this round and continue backing @CalebPeffer , @ericciarla , @nickscamara_ and the Firecrawl team on their voyage!
@oneabhishek
We're excited to lead @lightsagehq 's $4M round as they build the infrastructure for Agent-Led Growth!
Coding agents now discover products, choose SDKs, and call APIs on their own. Software has a new customer, and it doesn't behave like the old one. Agent Experience is becoming what Developer Experience once was.
Lightsage shows companies how agents see their product: where they succeed, break, and why, across docs, APIs, SDKs, CLIs, and MCP servers, starting with developer tools, built for e-commerce, payments, B2B software, and consumer businesses next.
Congratulations to @jun_liang_sf , Sean Er and the Lightsage team.
@oneabhishek | @Mayitbe524
Congratulations to Utkarsh Gupta, Dishant Daryani and the Comet team on the ₹100 crore Series B!
Proud to continue our partnership as they take Comet into its next chapter!
@suvirsujan
🔗economictimes.indiatimes.com…
🤖 Made with AI
Congratulations to @deeppurpled, @vatsalsinghal, Bhuvan Srinivasan and the @UltrahumanHQ team on the $70M round!
Proud to continue being part of Ultrahuman’s journey as they push the smart ring into its next chapter.
@oneabhishek
🔗 techcrunch.com/2026/09/03/qu…
We're thrilled to back @DeepCogito 's $43M Series A!
Founded by @drishanarora and @dhruvmalrana , who previously built Google's AI Search products.
Their thesis: as AI advances, the frontier will be determined by reinforcement learning and post-training — leading to self-improving intelligence that companies can own.
@b_jishnu | @Utkarshm42
Enterprises need intelligence trained on their own data and outcomes, not a generic frontier model with a thin layer of customisation on top.
@Zscaler, already a customer and now an investor, put it aptly: frontier models were useful, but not enough for the specialisation they needed.
Congratulations to the Deep Cogito team!
🔗 wsj.com/cio-journal/deep-cog…
