Valor Equity Partners

Builds a foundation model training AI agents on spatial reasoning from video game data

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

Builds highly maneuverable orbital transfer vehicles and kick stages for in-space mobility and satellite logistics

Builds purpose-built hardware and software to make AI inference cheaper and energy-efficient

The Boring Company builds tunnel-boring machines and underground Loop passenger systems for cities and transport partners.

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.

Medici Brands builds and scales consumer food brands including David protein bars, shakes and frozen desserts, HallPass confectionery, and Epogee, a plant-based fat ingredient.

Designs and manufactures autonomous and interceptor drones for military applications

Builds highly automated factories producing defense and aerospace systems

Builds small modular nuclear reactors for AI data centers and industrial power

Builds and deploys home batteries providing backup power and grid support

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

Builds Arctic-hardened surveillance software and autonomous drone systems for defence operations

Provides a platform for improving AI agents from production data

Applies patented slurry ablation technology to recover critical minerals and remediate uranium mine sites

Provides sales tax compliance platform using AI agents and tax professionals

Provides full-stack, verticalized AI platform for logistics and supply chains

Developing lifespan extension drugs for dogs

Provides a Large Tabular Model to drive predictions from enterprise data

Builds purpose-built hardware and software to make AI inference cheaper and energy-efficient

Provides autonomous drone delivery and logistics services

Develops secure software delivery for national security mission systems

Builds autonomous defense systems and infrastructure for countries in the Global South