Morning VC Brief丨2025.08.21

Week34 Highlights丨FieldAI, EliseAI, Pylon, Zed, Bluefish, Firecrawl, Keychain, Zipline

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Table of Contents

01. Venture News

1/ Robotics Startup FieldAI raised $405M Venture Round

  • Product: Field Foundation Models (FFMs) - "physics-first" foundation models providing hardware-agnostic autonomy brain for robots to navigate dynamic environments without maps, GPS, or predefined paths

  • Highlight: Deployed across hundreds of complex real-world industrial environments globally, proven across quadrupeds, humanoids, wheeled robots, and passenger-scale vehicles

  • Investor: Bezos Expeditions, Canaan Partners, Khosla Ventures

  • Source

2/ AI Automation Platform EliseAI raised $250M Series E

  • Product: AI-powered automation platform for healthcare and housing systems, handling complex workflows from scheduling and prior authorizations to property management and resident services

  • Highlight: Surpassed $100M ARR, serves 600+ housing operators including 75% of NMHC's Top 50, powers 10% of U.S. apartment market, cuts healthcare overhead by up to 25%

  • Investor: a16z(Lead), Bessemer Venture Partners, Sapphire Ventures

  • Source

3/ B2B Customer Support Platform Pylon raised $31M Series B

  • Product: B2B customer support platform integrating ticketing, customer operations across multiple teams and channels, with comprehensive customer context and workflow automation

  • Highlight: 780+ customers including Together AI, Cognition, and Temporal; 150+ migrated from Zendesk and Intercom

  • Investor: a16z & Bain(Lead), General Catalyst, Y Combinator

  • Source

4/ High-Performance IDE Developer Zed raised $32M Series B

  • Product: World's fastest IDE with real-time collaborative features and DeltaDB - operation-based version control system that tracks every edit with character-level permalinks, designed for seamless human-AI collaboration

  • Highlight: Open-source IDE with optional paid offering, developing revolutionary operation-level version control using CRDTs for incremental change tracking

  • Investor: Sequoia Capital(Lead),

  • Source

5/ AI Marketing Platform Bluefish raised $20M Series A

  • Product: AI marketing platform that helps Fortune 500 companies track AI performance, manage brand safety, and optimize how their brands appear in AI queries and responses

  • Highlight: helps marketers monitor AI positioning and optimize content strategies for AI-driven search

  • Investor: NEA (Lead), Salesforce Ventures, Crane Venture Partners

  • Source

6/ Web Data Infrastructure Platform Firecrawl raised $14.5M Series A

  • Product: Web scraping and data extraction API platform for AI applications, providing clean, structured web data through Fire-Engine technology with 33% faster speeds and 40% higher success rates

  • Highlight: 350,000+ developers signed up, 48k GitHub stars, used by Zapier, Shopify, and Replit, grown 15x in past year, launched v2 with 10x faster scraping

  • Investor: Nexus Venture Partners(Lead), Y Combinator

  • Source

7/ AI-Powered CPG Manufacturing Platform Keychain raised $30M Series B

  • Product: KeychainOS - SaaS-based AI operating system that streamlines CPG manufacturing operations with natural-language interfaces, computer vision, and automated data ingestion to reduce waste, predict bottlenecks, and improve real-time planning

  • Highlight: serves major retailers including 7-Eleven, Whole Foods, and CPG brands like General Mills

  • Investor: Wellington Management(Lead), BoxGroup

  • Source

8/ AI Infrastructure Platform Zipline AI raised $7M Seed

  • Product: Next-generation data platform built on open-source Chronon engine that unifies data pipelines, serving infrastructure, and observability tools to accelerate AI/ML development and deployment with improved performance and governance

  • Highlight: Roku reports 6x cost reduction and 3x runtime efficiency improvement after adoption

  • Investor: Wing VC(Lead), BoxGroup, Stripe

  • Source