Atreides Management

Activity from announced rounds

Activity in this selectionSeries C+

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
12
Confirmed lead rounds
5
6 roles undisclosed
New companies
10
First participation on record · 2 follow-on
Funding in participating rounds
$8.6B
10 disclosed · full round size, not this investor’s share

By stage

Series C+12

By primary sector

Hardware6
AI4
Enterprise software1
Mobility1

By country

United States10
Israel1
Sweden1

Rounds

12 in this selection
Legora

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

$550MSeries E
Lead
CScale

CScale develops optical interconnects that keep large AI computing systems communicating reliably.

$145MSeries C
Lead
Crusoe

AI infrastructure combining GPU cloud services, managed AI tools, large-scale data centers and modular AI factories for model developers and enterprises.

$3.9BSeries F (initial close; anticipated total)
Lead
Positron AI

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

≤$875MSeries C and Series C-1 financing package
Lead
Celero Communications

Celero develops coherent digital signal processors and analog technology for optical links that connect AI accelerators and data centers. Its validated 2nm silicon architecture is designed to move more data across scale-up, scale-out and data-center links with lower power and a path from 1.6T to next-generation 3.2T connectivity.

$275MSeries C
Lead
Lyte

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

$165MSeries C
Participant
Lumilens

Lumilens develops optical interconnects for connecting GPUs in AI data centers.

>$700MSeries C
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
Cerebras Systems

Cerebras Systems develops computing infrastructure for AI.

$1BSeries H
Role not disclosed
Skyryse

Develops automated flight control systems for aircraft

$300MSeries C
Role not disclosed