Morning VC Brief丨2025.06.06

Week23 Highlights丨Anduril, Thread AI, Creatify, Obvio, Toma, Sema4, Rosebud, Nectar Social

Author

eric gu
June 06, 2025

Morning VC Brief is an expert daily curation of tech and venture news. Feel free to forward; the sign-up is here

Table of Contents

01. Venture News

1/ Defense Tech Startup Anduril raised $2.5B Series G

  • Product: Develops autonomous weapons systems and AI-powered control software for defense applications

  • Highlight: Revenue doubled to ~$1B in 2024; secured the U.S. Army’s $22B AR/VR headset contract (reassigned from Microsoft)

  • Investor: Founders Fund(Lead)

  • Source

2/ Enterprise Workflow Automation Startup Thread AI raised $20M Series A

  • Product: Lemma is a composable platform enabling enterprises to build AI-powered workflows by integrating AI models, data sources, and business logic for adaptable processes

  • Highlight: Democratizes AI infrastructure, supports legacy systems, facilitates rapid prototyping and deployment

  • Investor: Greycroft(Lead), Index Ventures, Scale Venture Partners

  • Source

3/ AI Advertising Platform Creatify raised $15.5M Series A

  • Product: Evolved from AI-generated video ads to AdMax – an end-to-end AI system that strategizes, creates, and optimizes ads using real-time market data

  • Highlight: $9M ARR within 18 months; 1.5M users across 10K+ global teams

  • Investor: WndrCo(Lead), Kindred Ventures, Nat Friedman, Daniel Gross

  • Source

4/ AI Traffic Safety Startup Obvio raised $22M Series A

  • Product: Develops AI-powered traffic cameras detecting dangerous driving behaviors

  • Highlight: Reduced stop-sign violations by 50% in 8 weeks in Prince George’s County, Maryland

  • Investor: Bain Capital Ventures (Lead), Khosla Ventures

  • Source

5/ AI Agent for Automotive Dealership Toma raised $17M Series A

  • Product: Voice AI agents resolving customer calls and inquiries for automotive dealerships through personalized, dealership-specific workflows

  • Highlight: AI trained on dealership-specific data to maintain human relationships and operational efficiency

  • Investor: a16z(Lead), Y Combinator, Flex Capital

  • Source

6/ Enterprise Agent Platform Sema4 raised $25M Series A

  • Product: Enterprise AI agent platform enabling one-click deployment directly into Snowflake environments

  • Highlight: Seamless Snowflake integration via Snowpark Container Services and Snowflake Cortex AI

  • Investor: Snowflake Ventures(Lead), Mayfield, Benchmark

  • Source

7/ AI-Powered Therapeutic Journal Rosebud raised $6M Seed

  • Product: Therapist-backed interactive AI journal acting as a personal mentor for guided self-reflection, habit-building, and mental wellness

  • Highlight: Recorded 500M+ words journaled and 30M+ mindful minutes since 2023 launch

  • Investor: Bessemer Venture Partners (Lead), 776, Initialized Capital

  • Source

8/ Agentic Social Commerce Platform Nectar Social raised $10M Seed

  • Product: Turns organic channels into a revenue engine with tools for community engagement, content reporting, social listening, influencer tracking, and revenue attribution

  • Highlight: Recorded 500M+ words journaled and 30M+ mindful minutes since 2023 launch

  • Investor: True Ventures (Lead), GV(Lead), BAM Ventures

  • Source