Morning VC Brief丨2025.11.11

Week46 Highlights丨Gamma, AirOps, Fomo, Liquid, Cactus, Inception, 1mind, Scribe

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Table of Contents

01. Venture News

1/ AI Presentation Builder Gamma Raises $68M Series B at $2.1B

  • Product: AI-powered platform that creates presentations, websites, and social media posts

  • Highlight: $100M ARR (profitable), 70M users, ~50 employees

  • Investors: Andreessen Horowitz (Lead), Accel, Uncork Capital, South Park Commons

  • Source

2/ AI Search Optimization Platform AirOps Raises $40M Series B

  • Product: Content engineering platform helping brands optimize visibility in AI search (ChatGPT, Claude, Gemini) through content analysis, generation, and publishing

  • Highlight: Serves leading brands like Ramp, Chime, Wiz, Carta, Klaviyo; Chime tripled AI search citations within weeks

  • Investor: Greylock (Lead), Unusual Ventures, Wing Venture Capital

  • Source

3/ Consumer Crypto Trading App Fomo Raises $17M Series A

  • Product: Super app providing access to millions of crypto assets across all blockchains with social trading features; users can follow friends and leaders to see their trades

  • Highlight: 120,000+ users; $20-40M daily trading volume, $150K daily revenue

  • Investor: Benchmark (Lead), 140+ angel investors including Polygon CEO Marc Boiron

  • Source

4/ Non-Custodial Trading Platform Liquid Raises $7.6M Seed Round

  • Product: Mobile-first, non-custodial trading app unifying multiple crypto exchanges and protocols; offers perpetual futures on crypto, stocks, and real-world assets with high leverage, plus integrated news and high-yield vault

  • Highlights: $30K daily revenue, $600M+ total trading volume; competing with Phantom, Metamask, and Axiom

  • Investor: Paradigm (Lead), General Catalyst, K5 Global

  • Source

5/ AI Copilot for Home Services Cactus Raises $7M Seed

  • Product: 24/7 AI operating system automating customer calls, scheduling, and follow-ups for home service businesses (HVAC, plumbing, electrical, contracting)

  • Highlight: Targets $657B U.S. home services market where 30% of inquiries arrive after hours; early users report doubled booking rates and improved customer satisfaction

  • Investor:  Wellington Management (Lead), Y Combinator, Pelion Venture Partners, Rebel Fund

  • Source

6/ Diffusion-Based AI Model Startup Inception Raises $50M Seed

  • Product: Diffusion-based AI models for code and text (Mercury model for software development); uses iterative refinement instead of word-by-word generation, offering faster response time and lower compute costs

  • Highlight: Mercury model integrated into ProxyAI, Buildglare, and Kilo Code; achieves 1,000+ tokens per second

  • Investor: Menlo Ventures (Lead), Mayfield, Innovation Endeavors, Microsoft M12

  • Source

7/ AI-Led Sales Platform 1mind Raised $40M Series A & Seed

  • Product: AI-led growth (AILG) platform featuring photorealistic, emotionally intelligent "Superhumans" (AI-powered digital teammates) that handle entire sales process from qualification to close and onboarding across websites, product, video calls and deal rooms

  • Highlight: 45+ customers including HubSpot, Nutanix, Coupa, ZoomInfo; HubSpot's "Fiona" achieved 88% engagement rate, 78% increase in free trials, 25% increase in conversion

  • Investor: Battery Ventures (Lead), Primary Ventures, Wing Venture Capital

  • Source

8/ Workflow Documentation Platform Scribe Raises $75M Series C at $1.3B

  • Product: Scribe Capture auto-generates step-by-step workflow guides with screenshots; new Scribe Optimize maps enterprise workflows to identify where AI/automation will yield ROI

  • Highlight: 5M+ users, 78K paying organizations, used by 94% of Fortune 500; documented 10M+ workflows across 40K applications

  • Investor: StepStone (Lead), Amplify Partners, Redpoint Ventures, Tiger Global, Morado Ventures

  • Source