Where the Water Never Stops

Your Saturday VC Breakfast Rundown

Niagara doesn’t whisper, it roars. Millions of gallons throwing themselves over the edge, not once, not twice, but endlessly, carving rock, reshaping landscapes, creating power from pure persistence. Watching it, you realize the force isn’t in the fall itself. It’s in the refusal to stop falling.

Founders live in that current. Every edge, fundraising, product launch, hiring, feels like freefall. The rocks below look unforgiving. But that’s the point. Just like the Falls, it’s not one drop that shapes the gorge, it’s the relentless return. Progress compounds when you choose to keep moving forward, no matter how many times you’re thrown against resistance.

The companies in today’s list are Niagara in motion. They’re not dabbling, not waiting for perfect timing. They’re moving with conviction, carving markets, reshaping industries, proving that momentum isn’t about a single strike, it’s about the discipline to keep flowing.

FieldAI raises $405M across two rounds (Bezos Expeditions, Prysm Capital, Temasek). Dr. Ali Agha is scaling physics-first foundation models that give robots true autonomy in construction, mining, energy, and defense. Hundreds of FieldAI robots are already deployed worldwide, logging terabytes of data and proving autonomy where theory usually breaks.

SynergySuite secures $12M Series C (Oyster Capital, First Analysis, Lago Innovation Fund). Jared Neilsen, Sharda Kumari, Niall Keane, and Suzanne Keane are unifying restaurant back-office ops with an AI-driven platform trusted by KFC, BrewDog, and Pollo Campero. With 270% revenue growth since moving to Utah, the team is expanding globally into EMEA and APAC.

KnowledgeLake lands $65M growth investment (Edison Partners). Kevin Herr, Ron Cameron, and Brendan Whyte are scaling their AI-powered workflow automation suite already trusted by 220+ enterprise and government clients. With 95% retention and a 130% net revenue retention rate, they’re proving endurance plus reinvention equals relevance.

TinyFish raises $47M Series A (ICONIQ Capital, U.S. Venture Partners, Mango Capital). Sudheesh Nair, Shuhao Zhang, and Keith Zhai are building resilient enterprise web agents powering ops at Google, DoorDash, and a major rideshare platform. Their agents adapt in real time, replacing fragile scripts with infrastructure that scales.

Lambda closes $275M credit facility (J.P. Morgan, Citi, MUFG). Stephen Balaban & Michael Balaban are scaling the Superintelligence Cloud with NVIDIA GPUs, serving Microsoft, Anyscale, Rakuten, and the U.S. Department of Defense. With 100,000 users and revenue doubling annually, Lambda is proving AI infrastructure is now an institutional asset class.

Somite.ai secures strategic investment (AMD Ventures). Dr. Micha Breakstone and Dr. Jonathan Rosenfeld, backed by Harvard and UW legends, are building AI foundation models for stem cell differentiation, already earning FDA designations. Their capsule system generates data 1,000x faster than traditional labs, fueling the DeltaStem platform.

Curewell Capital closes debut $535M fund (oversubscribed). Michael Dal Bello and Ceron Rhee, backed by senior advisors from Cigna, LabCorp, and Cardinal Health, are scaling middle-market healthcare leaders like Alliance for Multispecialty Research and WeInfuse. Closing in under five months, the fund shows conviction money is chasing their disciplined healthcare thesis.

Wisdom raises $21M Series A (Permanent Capital Ventures, Aquiline Capital Partners, Juxtapose). Stoyan Kenderov and Ashley Bond are transforming dental RCM with AI-plus-human billing services, targeting the $20B revenue leakage gap. With a 73 NPS and 50% collection cost reduction, their platform is becoming the default for modern dental groups.

Develop Health pulls in $14.3M Series A (Wing Venture Capital, Afore Capital, J Ventures). Mel van Londen and Benjamin Easton are automating benefits verification and prior authorization, hitting $6M ARR in just 13 months with five employees. Their GenAI-powered platform has already cut provider admin time by 83%, directly impacting hundreds of thousands of patients.

Palladio AI receives investment (Griffin Gaming Partners). David Purdy and George Zhang are building agentic AI for product-led teams, starting with mobile gaming, to deliver foresight on retention and engagement. Their platform turns digital products into sensors, closing the gap between noisy data and real-time product decisions.

Let’s connect and keep the momentum going across the tech ecosystem. Whether you’re a founder shaping the future, a leader driving change, a VC backing bold ideas, or an investor spotting the next big thing—together, we’re pushing boundaries. Proud to be building the future with you.

Let’s connect on LinkedIn and Twitter (X), and keep the conversation going.

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