One year ago, KAVHelmets brought the Rhoan into the wind tunnel. Not for marketing. Not for headlines. But to pressure-test the cycling helmet-maker's ideas in the real world—air, speed, and a rider who knows exactly how it should feel. With TJ Eisenhart on the bike, KAV spent days refining fit, airflow, and positioning inside a wind tunnel Before the helmet had a name. Before it ever reached a rider. Real testing. Real people. Real performance. KAV's Rhoan helmet sets the bar.

Fundraising has always been one of the most painful and inefficient parts of building a company. Founders juggle spreadsheets, CRMs, email threads, pitch decks, and data rooms—while trying to run a business. The result is a fragmented process that drains time, creates burnout, and often leads to missed opportunities. Finta solves this by consolidating the entire fundraising workflow into a single AI-powered platform. At the core of the product is Aurora, Finta’s proprietary AI agent built specifically for private capital workflows. Aurora automates the hardest parts of fundraising: identifying the right investors, qualifying fit, drafting personalized outreach, tracking engagement, and mapping warm introduction paths across networks. That warm intro mapping is the key differentiator. The memo highlights that 92% of invested capital comes through warm introductions, yet most founders have no structured way to uncover and activate those connections. Finta turns relationship access into a systematic process rather than a luck-based game. The traction validates the model. Finta has already facilitated $745M in new deals, tracked $535M in capital, managed 21,000+ investor relationships, and mapped 20,000+ warm intro pathways. These aren’t vanity metrics—they reflect real fundraising activity happening through the platform. Finta’s subscription SaaS model ($950 annually) also makes it accessible for early-stage founders while supporting long-term scalability. Financial performance shows improving leverage, with gross margins expanding to roughly 67.5% in 2025, signaling a transition toward a scalable SaaS infrastructure business. Ultimately, Finta works because it attacks the real constraint in fundraising: access, efficiency, and execution. By turning relationship-driven capital raising into an AI-driven system, Finta has the potential to become the operating system for private capital formation.

As Q1 of 2026 hits the halfway point, we are energized by a portfolio that reflects a consistent strategy: early conviction, disciplined capital deployment, and hands-on execution support. Each company demonstrates tangible traction, clear downside awareness, and multiple credible paths to liquidity. Our portfolio grows again. Soon. Stay tuned.