Morning VC Brief丨2026.03.31

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Table of Contents

• 1/ Space Tech Starcloud raised $170M Series A

• 2/ AI Infrastructure ScaleOps raised $130M Series …

• 3/ Enterprise AI OS Sycamore raised $65M Seed

• 4/ Video AI Mirage raised $75M

• 5/ Customer Onboarding Rocketlane raised $60M Seri …

• 6/ Enterprise AI Granola raised $125M Series C

• 7/ CPG/Retail Ops Glimpse raised $35M Series A

• 8/ Construction Tech Trayd raised $10M Series A

01. Venture News

1/ Space Tech Starcloud raised $170M Series A

• Product: Space compute company building data centers in orbit; launched first satellite with Nvidia H100 GPU in November 2025; developing Starcloud 2 with multiple GPUs including Nvidia Blackwell and AWS server blade; planning Starcloud 3 (200kW, three-ton data center spacecraft for SpaceX Starship)

• Highlight: First to deploy terrestrial GPU (H100) in orbit; first to train AI model in space; ran Gemini in orbit

• Investors: Benchmark (Lead), EQT Ventures (Lead)

• Source

2/ AI Infrastructure ScaleOps raised $130M Series C

• Product: Autonomous Cloud and AI Infrastructure Resource Management platform that continuously monitors workload demand and performance signals, optimizing for performance and managing resources autonomously

• Highlight: Created the Autonomous Cloud and AI Infrastructure Resource Management category; valuation >$800M

• Investor: Insight Partners (Lead), Lightspeed, NFX, Glilot Capital, Picture Capital

• Source

3/ Enterprise AI OS Sycamore raised $65M Seed

• Product: Operating system for the AI-native enterprise with three core components: Agent Operating System (kernel that manages agents, learns from decisions, rewrites code continuously), Adaptive Factory (generates tailored software from first principles), and Collective Intelligence (learns company values, hierarchy, institutional knowledge)

• Highlight: Founder Sri Viswanath (former Atlassian engineering leader who grew team from 800 to 4,000); Fortune 500 design partners already deploying agents in production

• Investor: Coatue (Lead), Lightspeed Venture Partners, Abstract Ventures, Dell Technologies Capital, 8VC, Fellows Fund, E14 Fund

• Source

4/ Video AI Mirage raised $75M

• Product: Video creation and editing platform that enables anyone to make polished videos with AI-powered agentic video editing; users can create videos from simple text prompts

• Highlights: Over 20 million global users; more than 250 million videos created to date; strong distribution and unit economics

• Investors: General Catalyst's Customer Value Fund (Lead)

• Source

5/ Customer Onboarding Rocketlane raised $60M Series C

• Product: Customer onboarding and project delivery platform for professional services teams; building Nitro, an agentic AI execution platform that automates operations and executes actual work like data migrations, system configurations, and documentation

• Highlights: Revenue more than doubled in the past year; average deal size has grown 4.5x since 2023; over 750 customers globally including 17 companies on Forbes Cloud 100

• Investors: Insight Partners (Lead)

• Source

6/ Enterprise AI Granola raised $125M Series C

• Product: Started as a prosumer meeting notetaker app, now expanding to enterprise AI app with features like Spaces (team workspaces) and APIs for integrating note context into AI workflows

• Highlights: Valuation jumped from $250M to $1.5B with this round; enterprise customers include Vanta, Gusto, Thumbtack, Asana, Cursor, Lovable, Decagon, and Mistral AI

• Investors: Index Ventures (Lead), Kleiner Perkins, Lightspeed, Spark, NFDG

• Source

7/ CPG/Retail Ops Glimpse raised $35M Series A

• Product: AI platform for CPG and retail operations that uses AI to give consumer brands real operating leverage

• Highlights: 14x year-over-year growth; powering retail operations for 200+ brands & retail partners; 91% dispute win rate; removes up to 80% of manual labor hours

• Investors: Andreessen Horowitz (Lead), 8VC, Y Combinator

• Source

8/ Construction Tech Trayd raised $10M Series A

• Product: Back office operating system for construction industry, specifically for specialty trade contractors; automates payroll, HR, compliance and labor cost tracking

• Highlights: Grew revenue over 600% year over year; moves tens of millions of payroll dollars each week; several hundred contractors use Trayd weekly

• Investors: White Star Capital (Lead)

• Source