Inner Loop Capital News

Inner Loop Capital’s latest newsletter recaps key highlights, including their role as an Alumni Sponsor at the RAISE Global Summit and insights from the Baltimore AI Dinner Series. Portfolio updates spotlight Leen Security’s CSPM launch, Step Security’s Hashgraph case study, and Recorded Future’s acquisition by Mastercard. The issue also explores AI’s transformative potential and Inner Loop’s continued focus on infrastructure investments. Dive into the full newsletter for more updates and industry insights.

Inner Loop Capital's September newsletter shares exciting updates from the portfolio, highlighting new financings and portfolio milestones like xtype's $21M Series A and Tamnoon's $12M Series A, along with upcoming events such as the Baltimore AI Dinner Series and the RAISE Global Summit.

Inner Loop Capital’s August 2024 newsletter highlights its investment thesis centered on AI for Infra and Infra for AI, exploring how AI is disrupting the $600B Infrastructure Software sector, including Cybersecurity, Cloud Tech, and Data Science. It also features updates on the firm’s portfolio companies and community initiatives, including the launch of the Baltimore AI Dinner Series.

Inner Loop Capital's June 2024 update reflects on key milestones and achievements within the portfolio. MLTwist hosted an insightful webinar on AI data pipelines with Sandia Labs, Google, and Carahsoft, featuring Sandia's TSA AI project using MLTwist. GreyNoise celebrated winning the Rising in Cyber award at the NYSE, represented by VP Vishal Kamdar. Additionally, Sublime Security was honored on Redpoint’s InfraRed 100 list and showcased on the Nasdaq billboard in Times Square.

Inner Loop Capital's May 2024 update highlights Justin's involvement in the NVCA’s AI Working Group, contributing to national AI policy shaping. A bipartisan effort, the Create AI Act aims to synchronize government AI initiatives with private sector advancements. At RSA 2024 in San Francisco, discussions centered on AI for Cyber and Cyber for AI, reflecting a post-Covid surge in energy and optimism. Portfolio highlights include Sublime Security’s Series A led by Index Ventures, StepSecurity’s $3 million seed funding, and Craft’s $28 million DoD contract. Additionally, DNSFilter partnered with Amazon’s eero Plus, GreyNoise with Microsoft on Copilot for Security, and Gigasheet launched Live URL for seamless data integration.

Inner Loop Capital's March 2024 update reflects on the Francis Scott Key Bridge collapse, honoring essential workers. The newsletter announces the public launch of portfolio company Leen and highlights partnerships and milestones achieved by other portfolio companies. It discusses insights on the AI Platform Shift, including NVIDIA's increased venture activity and the venture landscape's stabilization. Justin Label emphasizes discussions on technology sectors and themes.

Inner Loop Capital's February 2024 update reflects a shift in focus toward the intersection of Digital Infrastructure and AI, with a refreshed messaging aligning with evolving investments. Highlights include portfolio achievements, such as GreyNoise's new CEO Ash Devata, AppOmni's AI-related risks exploration, and DNSFilter's recognition. The update also features insights into the industry's direction, emphasizing AI's role in Digital Infrastructure innovation. Justin Label encourages discussions with founders and collaborators in the Digital Infrastructure and AI space. The newsletter concludes with an overview of relevant industry articles and Nvidia's significant role in the evolving datacenter landscape.

Inner Loop Capital's January 2024 update includes Bill Murphy joining as Strategic Limited Partner, portfolio achievements like Base Operations' Series A, and insights on the Rule of X in finance. Justin Label emphasizes collaboration and welcomes discussions on Digital Infrastructure.

This newsletter covers recent firm activities, including a field trip, Cyber Security Hall of Fame inductions, and portfolio and industry news, showcasing achievements and collaborations. The newsletter concludes with exciting news from partners, highlighting initiatives in life sciences and public equity investment.

Inner Loop Capital shares updates from its portfolio including PerfectScale's new investment, xtype's additional funding, DNSFilter's Series A Extension, and Digma's product launch. The firm also discusses its Israeli-connected portfolio amidst the ongoing war.

"Overview of the private tech markets, Tamnoon investment, Bill Karpovich joins as Strategic LP, and more!"

The newsletter outlines Inner Loop Capital's focus on AI-driven disruption in the Infrastructure Software industry, highlighting investments in MLtwist and Cerbrec, which enhance AI data preparation and model customization. It also discusses the broader platform shift toward AI and the need for ongoing innovation in AI infrastructure.

Inner Loop Capital's Ad Interim newsletter explores AI trends: Infrastructure 5.0, driven by advancements in AI and the transition to GPUs as the core compute layer; Hyperscaling-as-a-Service, where AI capabilities from Hyperscalers democratize to unleash broader economic potential; and viewing AI as Accelerated Inference, highlighting its underestimated impact. Justin Label envisions these themes as pivotal to guiding Inner Loop’s investment strategy in the evolving AI landscape.

Inner Loop Capital's Ad Interim newsletter explores AI trends: 1) AI in Digital Transformation, 2) AI Infrastructure emergence, 3) Core compute shift. Justin Label envisions "Hyperscaling-as-a-Service" in Infrastructure 5.0.

Inner Loop Capital's "Ad Interim" newsletter explores the company's view on generative AI and machine learning as the next big platform shift in technology, equating its impact to the internet and cloud computing. The company foresees AI increasingly permeate sectors like cybersecurity, cloud technology, and data science, sharing insights from AI-driven portfolio companies TrustLab, Deduce, and GreyNoise.

Inner Loop Capital introduces "Ad Interim," a newsletter series focusing on AI. It highlights strategic investments in AI startups, emphasizing the transformative potential of AI across sectors. The newsletter signals Inner Loop's commitment to understanding AI's impact, anticipating a platform shift, and integrating AI technologies into the firm's investment approach. Managing Director Justin Label envisions a future where AI shapes the technology landscape, pledging to play a key role in this transformative phase.