Morning VC Brief丨2026.05.22

Week21 Highlights丨Armada, Nourish, Moment, Eisen, Unframe, Viktor, Conductor, Stilta

Author

eric gu
May 22, 2026

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/ Armada — Edge AI Infrastructure — $230M Series B

  • Product: Edge AI infrastructure company building modular data centers, GPU-as-a-Service orchestration, and ruggedized compute systems for industrial, defense, energy, telecom, and sovereign AI workloads.

  • Highlight: Signed a Johnson Controls framework agreement for modular data center systems, plans a 400,000-square-foot Arizona factory expected to create 500 jobs, recorded 540% FY25-26 customer bookings growth, and saw Q1 FY27 bookings rise 2,000% year over year.

  • Investors: Overmatch, BlackRock, and 8090 Industries (Co-Lead), Johnson Controls, NightDragon, Mitsui, Singtel Innov8, Felicis, Marlinspike, Shield Capital, Lux Capital, Founders Fund, Silent Ventures, Veriten, and Gladebrook.

  • Source

2/ Nourish — Metabolic Health Clinic — $100M Series C

  • Product: Virtual metabolic health clinic that pairs registered dietitians with AI-powered care agents, lab testing, medication management, GLP-1 prescribing, and virtual medical support.

  • Highlight: Works with more than 10,000 dietitians, serves patients across all 50 U.S. states, partners with hundreds of health plans covering 200M+ Americans, and has completed millions of appointments.

  • Investor: Menlo Ventures (Lead), Thrive Capital, Index Ventures, J.P. Morgan Growth Equity Partners, Maverick Ventures, Y Combinator, BoxGroup, Atomico, Daybreak, and Operator Partners.

  • Source

3/ Moment — AI Investment Management OS — $78M Series C

  • Product: AI operating system for investment management that unifies trading, portfolio management, compliance, optimization, surveillance, and execution workflows across asset classes.

  • Highlight: Works with Edward Jones, LPL Financial, and Hightower Advisors; its platform now powers investment management for firms collectively managing more than $10T in client assets, up from $300B less than 18 months ago.

  • Investor: Index Ventures (Lead), Andreessen Horowitz, Avra

  • Source

4/ Eisen — Compliance Operations Infrastructure — $18.5M Seed + Series A

  • Product: Compliance operations infrastructure for escheatment, disbursement, and 1099 reporting, helping financial institutions keep dormant assets from moving into state custody.

  • Highlights: Monitors nearly $16B in balances across tens of millions of accounts at nearly 50 companies, including Adyen, Binance.US, BitGo, OKX, and PeoplesBank

  • Investors: MissionOG (Series A Lead), Index Ventures (Seed Lead), Cowboy Ventures, First Round Capital, Homebrew, and Restive Ventures.

  • Source

5/ Unframe — Enterprise AI Delivery Platform — $50M Financing

  • Product: Enterprise AI platform that turns company-specific use cases into tailored, production-grade AI solutions using its open platform - The Framery.

  • Highlights: Crossed $100M in total contract value within 12 months, reached 400% net revenue retention, and expanded across global enterprise markets as customers move AI programs from pilots into production workflows.

  • Investors: Highland Europe (Lead), Bessemer Venture Partners, Craft Ventures, TLV Partners, Third Point Ventures, Cerca Partners, and Vintage Investment Partners.

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6/ Viktor — AI Coworker — $75M Series A

  • Product: AI coworker that lives in Slack and Microsoft Teams, connects to 3,000+ tools, and executes workflows for teams across SMBs, agencies, and enterprises.

  • Highlights: Built by a six-engineer team from Meta, Google, and Oxford across Warsaw and Munich; early customer examples include budget reduction, new recurring revenue, and always-on task execution inside existing team chat.

  • Investors: Accel (Lead), Daniel Gross, Nat Friedman

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7/ Conductor — AI Coding Agent Platform — $22M Series A

  • Product: Developer platform for running coding agents in isolated copies of a codebase, reviewing outputs, and merging agent work across parallel software workflows.

  • Highlights: User growth is up 10x since January, YC startups are writing 100% of their code in Conductor, and engineers at Google, Meta, HubSpot, Chime, Intercom, Ramp, Datadog, Block, Flexport, Rippling, Amazon, Spotify, and more are using it.

  • Investors: Spark Capital, Matrix, Y Combinator, and founders of Notion and Linear.

  • Source

8/ Stilta — AI Patent Litigation Platform — $10.5M Seed

  • Product: AI platform that automates research and analytical work for intellectual property cases, producing litigation-grade reports and claim charts with citations.

  • Highlights: Users enter a patent number and relevant materials, then agentic workflows search for conflicting patents, similar IP, filing history, and court history

  • Investors: Andreessen Horowitz (Lead), Y Combinator

  • Source