Morning VC Brief丨2025.12.19

Week51 Highlights丨Lovable, Radiant, Nirvana Insurance, Adaptive Security, FINNY, Leona Health, Arcads AI, Datalane

Author

eric gu
December 19, 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/ Vibe-coding startup Lovable raised $330M Series B at $6.6B

  • Product: "vibe-coding" tool that lets people use text prompts to write code and build complete apps

  • Highlight: Reached $200M in ARR just one year after launch; over 100,000 new projects built on its platform daily

  • Investors: CapitalG (Lead), Menlo Ventures (Lead), Khosla Ventures, Salesforce Ventures, Databricks Ventures

  • Source

2/ Portable Nuclear Microreactor Radiant raised $300M Series D at $1.8B

  • Product: Portable, mass-produced nuclear microreactors (Kaleidos) designed to provide reliable power for remote locations, defense, and critical infrastructure

  • Highlight: Building the "R-50" factory in Oak Ridge, TN, to mass-produce 50 reactors/year by 2028

  • Investor: Draper Associates (Lead), Boost VC (Lead), Founders Fund, Andreessen Horowitz, DCVC

  • Source

3/ AI Insurance Platform Nirvana Insurance raised $100M Series D at a $1.5B

  • Product: AI-powered insurance platform that uses telematics data to provide dynamic pricing and safety coaching for commercial fleets

  • Highlight: Trained on 30B+ miles of driving data; achieved double the industry average claims closure rate

  • Investor: Valor Equity Partners (Lead), Lightspeed Venture Partners, General Catalyst

  • Source

4/ Social Engineering Defense Platform Adaptive Security raised $81M Series B

  • Product: AI-driven social engineering defense platform that simulates realistic deepfake, voice, and text attacks to train employees and identify human-layer vulnerabilities

  • Highlights: Grew to over 500 enterprise customers (including PayPal and Figma) in under a year with a world-class NPS of 94

  • Investor: Bain Capital Ventures (Lead), NVentures (NVIDIA), OpenAI Startup Fund, Andreessen Horowitz

  • Source

5/ Financial Advisor Platform FINNY raised $17M Series A

  • Product: A complete organic growth engine for financial advisors that uses AI to aggregate prospect data, match clients using a proprietary "F-Score," and automate personalized outreach

  • Highlight: Achieved 50x revenue growth since Jan 2025; used by 400+ firms; named #1 AI prospecting tool by Oasis Group

  • Investor: Venrock (Lead), Activant Capital, Y Combinator

  • Source

6/ LatAm Doctor Copilot Leona Health raised $14M Seed

  • Product: AI co-pilot integrated with WhatsApp that helps doctors manage patient messages, automate triage, and handle scheduling

  • Highlight: Founded by former Uber Eats/Rappi exec; available in 14 LatAm countries; saves doctors 2-3 hours daily by organizing the "chaos" of patient communication on WhatsApp

  • Investor: Andreessen Horowitz (Lead), General Catalyst, Accel

  • Source

7/ AI Marketing Video Gen Startup Arcads.ai raised $16M Seed

  • Product: AI-powered platform that enables marketing teams to generate social-ready videos (like UGC-style ads) with AI actors in minutes

  • Highlight: Serves over 6,000 clients worldwide including app studios and consumer brands; supports 35+ languages and diverse video formats

  • Investor: Eurazeo (Lead), Alpha Intelligence Capital, Sequoia Scout

  • Source

8/ GTM Data Engine Datalane raised a $22M Series A

  • Product: GTM data engine that builds a real-time knowledge graph of offline businesses (e.g., restaurants, auto shops) by digitizing government records and stitching them with online signals

  • Highlight: Solves the poor data quality problem in local markets; customers like ShopMonkey and Olo saw sales connect rates triple

  • Investor: Amplify Partners (Lead)

  • Source