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- Morning VC Brief丨2026.04.03
Morning VC Brief丨2026.04.03
Week14 Highlights丨Whoop, depthfirst, Crosby, Conductor, ThinkLabs, Coder, Anvil Robotics, Momentic
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Table of Contents
01. Venture News
1/ Consumer Wearables Startup Whoop Fitness raised $575M Series G
Product: Fitness and health tracking wearable company with subscription platform
Highlight: $10.1B valuation (up from $3.6B); 2024 revenue $1.1B (+103% YoY); Abbott partnership
Investors: Collaborative Fund(Lead)
2/ Security AI depthfirst raised $80M Series B
Product: An AI-native security platform (“General Security Intelligence”) that analyzes code, infrastructure, and business logic to detect vulnerabilities and deliver ready-to-merge fixes within developer workflows.
Highlight: Launched proprietary security model dfs-mini1, optimized for tasks like smart contract security, delivering 10–30x lower cost vs frontier models
Investor: Meritech Capital (Lead), Forerunner Ventures, The House Fund, Accel, BoxGroup, Liquid 2 Ventures
3/ AI‑Native Hybrid Law Firm Crosby Raises $60M Series B
Product: AI‑powered legal execution platform combining generative AI agents with expert lawyers to accelerate and improve contract review, negotiation simulations, and legal operations for high‑growth teams.
Highlight: Crosby has rapidly scaled since stealth, negotiating over $1 billion in contracts and slashing turnaround times compared to traditional law firms
Investor: Lux Capital and Index Ventures (Lead), Sequoia Capital, 01 Advisors, Bain Capital Ventures
4/ AI Coding Orchestration Platform Conductor Raises $22M Series A
Product: Developer tool that runs and manages teams of AI coding agents across isolated workspaces, letting engineers review and merge the agents’ generated code in parallel.
Highlights: 10× user growth since January 2026 and adoption by engineering teams at major tech firms such as Google, Meta, Stripe, Amazon, and Spotify
Investors: Spark Capital and Matrix Partners (Lead)
5/ Power Grid Management ThinkLabs AI Raises $28M Series A
Product: Physics‑informed AI platform that models, simulates, and optimizes electric grid behavior to help utilities manage reliability amid surging demand
Highlights: The AI platform can evaluate vast numbers of grid scenarios rapidly and with high accuracy, making it significantly faster than legacy engineering tools
Investors: Energy Impact Partners (Lead), NVentures, GE Vernova, Powerhouse Ventures
6/ AI‑Dev Infrastructure Platform Coder Raises $90M Series C
Product: Coder offers centralized, self‑hosted cloud development environments that let enterprises run human and AI coding workflows securely across governed, standardized workspaces, improving compliance and collaboration between developers and AI tools.
Highlights: Coder reports strong enterprise traction, including 300% year‑over‑year bookings growth and 184% net dollar retention, signaling deep adoption and product‑market fit
Investors: KKR (Lead), Qube Research & Technologies (QRT), Uncork Capital
7/ Physical AI Modular Robotics Platform Anvil Robotics Raises $5.5M Seed
Product: Hardware-software-manufacturing platform that lets businesses design and assemble customizable robots from modular components, described as “Legos for robots,” lowering the barrier for physical AI system prototyping and deployment.
Highlights: Robots range from approx. $1,900 to $10,000 and have been delivered 100+ units globally across >50 customers, including research and industrial partners such as Nvidia’s GEAR lab and Path Robotics
Investors: Matter Venture Partners(Lead), Humba Ventures, DNX Ventures, Spacecadet Ventures, Position Ventures
8/ AI‑native Software Verification Platform Momentic Raises $15M Series A
Product: AI‑powered software testing and verification layer that lets development teams describe end‑to‑end flows in plain English, automatically generating and running adaptive tests to catch bugs and validate releases.
Highlights: Already serves thousands of teams including Notion, Xero, Webflow and Retool, executing over 200 million automated steps in a single month and identifying hundreds of thousands of bugs before production
Investors: Standard Capital (Lead), Dropbox Ventures, Y Combinator, FCVC, Transpose Platform