Atreides Management

Activity from announced rounds

Activity in this selectionOct 29, 2026 · Enterprise software · Jan 1, 2026

Atreides Management invests in technology and consumer companies through a crossover strategy spanning private and public markets.

The firm is led by managing partner and chief investment officer Gavin Baker. Its team combines public-equity leadership with partners in Atreides Ventures, including investment professionals holding roles across both parts of the platform.

Sources
Rounds participated in
10
Confirmed lead rounds
2
8 roles undisclosed
New companies
10
First participation on record · 0 follow-on
Funding in participating rounds
$4.3B
9 disclosed · full round size, not this investor’s share

By stage

Series C+5
Series B2
Growth1
Series A1
Undisclosed1

By primary sector

AI6
Enterprise software2
Hardware2

By country

United States8
Israel1
Sweden1

Rounds

10 in this selection
Legora

Legora develops AI software for law firms and in-house legal teams.

$550MSeries E
Lead
Flow Engineering

Flow Engineering builds requirements management software and AI agents for hardware development teams.

$50MSeries B
Lead
Deep Cogito

Post-training research lab building reinforcement learning and self-improving AI models

$43MSeries A
Role not disclosed
Xsight Labs

Fabless semiconductor company building connectivity chips for hyperscale, edge, and AI data centers

>$300MGrowth
Role not disclosed
Fireworks

Platform for specialized intelligence enabling companies to train and serve custom models

$1.5BSeries D
Role not disclosed
DriveNets

Builds Ethernet-based AI fabric and networking solutions for large-scale AI infrastructure deployments

$410MSeries D
Role not disclosed
SiFive

SiFive licenses RISC-V processor intellectual property for custom computing chips, including high-performance data-centre designs.

$400MSeries G
Role not disclosed
Positron AI

Positron AI develops memory-focused hardware and software for large-language-model inference.

$230MSeries B
Role not disclosed
Cerebras Systems

Cerebras Systems develops computing infrastructure for AI.

$1BSeries H
Role not disclosed
Lyte

Lyte develops perception systems for robots and autonomous machines used in inspection, logistics and manufacturing.

$107MUndisclosed
Role not disclosed