Dave Munichiello

Thrilled to announce that Together Fund is investing in Sentra, alongside a16z speedrun! You track results in Jira. Decisions in Notion. Conversations in Slack. But the reasoning, the debates, trade-offs, and context behind why you chose A over B, disappears into what we call "Dark Matter." A decision made in March looks insane by July because no one remembers the constraints that made it smart. I lived this firsthand at Twitter scaling from 800 to 8,000 employees, and at Google while launching AI Overviews to billions at planet scale. The problem isn't process. Process is compensation for something deeper: organizational amnesia. An organization’s "Systems of Record" doesn’t solve this, they encode it. They store what happened, never why. That's why we are investing in Sentra. Sentra is the always-on collective memory that eliminates organizational amnesia by maintaining accurate context for all members and agents, functioning as an operational nervous system. It connects to every channel where work happens, meetings, Slack, email, code commits, docs, calendars, and treats them not as artifacts to search, but as living signals to synthesize. The fleeting and the permanent, unified into a memory that understands. The founding team is built for this: - Jae Gwan Park (CEO): Product-first founder, memory systems research at UofT and MIT - Ashwin Gopinath (CSO): Former MIT professor, created "Reflexion" (NeurIPS 2023), agents that learn from mistakes, 2x founder - Andrey Starenky (CTO): Early Vapi engineer, ex-IBM, built to process enterprise-scale data firehose Together is an operator-led fund. We invest in problems we've lived. This is one of them. Many congrats Jae, Ashwin and Andrey, we are so excited to partner with you! Read the full thesis: https://lnkd.in/gixj9cE4 Book a demo: https://www.sentra.app/ #OrganizationalMemory #AI #Sentra #TogetherFund #a16z #ContextGraphs

71

3 Comments

While there has never been a more exciting time to be a founder building dev tooling or next-gen infra, it has also never been less investable at seed/pre-seed. I'm either really missing something or a lot of my peers are lost. As someone who has not just written, but also SHIPPED, about 75k lines of code in the past 6 months I can tell you that the evolution of how to build products has changed as much in the past year as it did in the entirety of 2007-2017. The complete rise and fail of frameworks, platforms, methodologies, etc... paved over and forgotten... that is of course except for the 1 company that gets a 1000x return from a wildly overvalued hyper-scaler or drunken growth stage investor obsessed with compounding at scale. Imagine a world where any seed investor in trends like Openstack, Hadoop, PaaS, etc all took a full loss on their investment. That's what we're looking at right now. I personally know of over a dozen well-funded seed-stage companies building in these spaces, with years of runway, scrambling to get acquired for a return of capital + several million personally while they're still relevant. If you're not seeing this unfold in front of you, you either aren't paying attention or you're satisfied playing the lottery instead of investing.

75

11 Comments

Big milestone for Firmable. We’ve raised $14m Series A led by Airtree. Sales has moved through a few big waves: intuition-led, CRM-led, data-led. We’re now entering the next one – intelligence-led sales. The opportunity isn’t just better data. It’s turning that data into clear direction and action, without adding more work for sales teams. That’s what we’re building at Firmable: a foundation of trusted external data, layered with intelligence that helps sellers know who to focus on and when. Led by Airtree, this round supports our expansion across Asia and into the US – and accelerates the build-out of AI agents that take the admin work off sales teams so they can focus on what they do best. Proud of the team, grateful to our customers and investors. We’re just getting started. Read the exclusive in the AFR. https://lnkd.in/gr66uknb Leigh Jasper | Tara Salmon | Karthik Venkatasubramanian| Chester Thompson| Chath Widanapathirana

147

20 Comments

The best AI apps today are being built like infrastructure companies. Great breakdown from the awesome 💡 Yazan "Yaz" El-Baba on why technical depth, rapid iteration, and margin-aware architectures are becoming table stakes for AI startups. Definitely worth a read: https://lnkd.in/gMVFFXgH 

54

2 Comments

At Lookout Ventures, we don't only invest in AI. We don't only invest in security and compliance. And we don't only invest in DC. But we sure like it when those worlds come together. Announcing the seed round in Trustible that we're excited to lead. We were super impressed with what Gerald Kierce-Iturrioz and Andrew Gamino-Cheong had built at Trustible and their understanding of what is needed for enterprises to responsibly adopt AI. AI will never scale unless orgs can properly manage risk and comply with emerging regulations. It can't scale without Trust(ible). https://lnkd.in/ecjKvMJP

115

6 Comments

As enterprise AI moves from experimentation to deployment, Myriad is helping founders accelerate enterprise adoption by going beyond capital and also providing access to operators who have built, deployed, and scaled systems inside the world’s largest organizations.  That’s always been our belief behind Myriad’s Executive Advisory Board, and today we’re welcoming a new group of leaders, bringing the Board to more than 30 C-suite executives from Fortune 500 and global enterprises. These operators work directly with the founders in our network on product design, enterprise introductions, and proof-of-concept deployments. It’s a proven model that’s already helping portfolio companies reach 119 Fortune 500 deployments and 70 enterprise POCs. Excited for what we’ll build together.    Read the full press release here:  https://lnkd.in/eiBvkSxM

40