Menlo Ventures

$37B was invested in enterprise AI this year, making it the fastest category expansion in enterprise software history. Conversion rates doubled traditional software. 50+ products over $100M in ARR. Our third annual 2025 State of Generative AI in the Enterprise report firmly answers the boom vs. bubble debate: This is a boom. mnlo.vc/enterprise-ai-…

Startup Gimlet Labs is solving the AI inference bottleneck in a surprisingly elegant way techcrunch.com/2026/03/23/sta…

Menlo is leading @gimletlabs Series A! They're building the first multi-silicon inference cloud, routing AI workloads to the right hardware for each stage. More from @timt and @derekgxiao: mnlo.vc/gimlet-series-a

✨ #NowHiring ✨ The best companies aren't just building products — they're rebuilding entire industries. Three Menlo portfolio companies doing exactly that, and looking for exceptional people to join them: @benchling , @WeAreLegora , and @solacehealth_ .

Arc expands into electric commercial and defense boats with $50M raise techcrunch.com/2026/03/19/arc…

𝐀𝐈 𝐍𝐞𝐰𝐬: Checking in with @MenloVentures' Partner @grgyap to get his take on the latest trends in AI in healthcare. Full video: biotechtv.com/post/menlo-ven…

We've been tracking AI's role in offensive security closely. Read more about our latest thinking on why AI-native platforms are rewriting the rules on how organizations validate their defenses, and the companies leading the charge: mnlo.vc/offensive-secu… @venkyganesan @vcrama @samanthasborja @sabrinarlu

Thank you to @Nasdaq for this shoutout at the Nasdaq Tower yesterday!

Great to see four Menlo-backed companies on this list! Congrats @GoodfireAI, Solace, @flappyairplanes and @higgsfield 🚀

Axiom launched six months ago with one conviction: mathematics is the right foundation for building systems that reason. Today we announce Axiom's Series A. We raised $200M at a $1.6B+ valuation, led by @MenloVentures, to extend our lead in formal mathematics into Verified AI.

Excited to announce Axiom’s Series A. We raised $200 million fresh capital at a $1.6 billion+ valuation in a round led by Menlo Ventures to accelerate our strong execution momentum — extending our lead in formal math into Verified AI. Mathematicians and theoretical scientists dream up theories, formulate hypotheses. They then come up with proofs, a two-step process of discovery. We created Axiom to turn the sparks of curiosity into known truths - and to compress the timeline of breakthroughs. The Verified AI dream is a generalization of this dream. It is more than providing safeguards for mission-critical systems. This same gap between expert intuitions and the machinery needed for grounding exists today in any domain where the generation-verification iteration loop can be tighter. And yes, software eats the world, recursive self-improvement is a near sight. Verified AI is not about hallucinations, what’s lousy; instead, it’s about superintelligence, the brilliant. We work on Verified AI not due to a distrust in technology, but rather, we think the rapid advances of AI compels it. I’m grateful to work with and learn from the best team in the world. It’s not an easy journey, but climbing with you is what makes it worth it. And can’t wait to build with a more accelerated speed - nod to @shubho for grounding an ambitious vision in relentless execution everyday. This round was led by @mkraning with @CCgong. Thanks also to existing investors who doubled down for your conviction since the start (@jturow, @mattmcilwain of @MadronaVentures; @marcievu of @greycroftvc; @yanda, @IdaGirma, @nickgiometti of @BCapitalGroup; @ChrisAbshire_ of @Toyota_Ventures; @xtzhou, @jhuber of @TriatomicCap) and the new firms who we got to meet through the process.

@axiommathai @CarinaLHong More from @CadeMetz at @nytimes: nytimes.com/2026/03/12/tec…

We're proud to lead @axiommathai's $200M Series A at a $1.6B valuation! Mathematics is the right foundation for AI that can truly reason. Seven months in, @CarinaLHong and her team have proven it, and we're betting that verified, safe code will become as essential as generating it. Read more: mnlo.vc/axiom-series-a

Our friends at @a16z just published their Top 50 Gen AI Web Products list. Exciting to see so many Menlo portfolio companies on the list! Congrats to the teams behind @AnthropicAI's @claudeai, @cursor_ai, @higgsfield, @Lovable and @suno for building some of the most exciting AI products out there. And a shoutout to the folks at a16z — they clearly have exceptional taste! Full list linked here: a16z.com/100-gen-ai-app…

Nvidia’s massive investment and compute deal with Thinking Machines Lab is discussed by @venkyganesan, Partner at @MenloVentures. "I think it's a very exciting development for Thinking Labs to get Nvidia on board... A gigawatt of capacity is almost like a $1 billion investment."

Thrilled to join @WeAreLegora's Series D! 🎉 With 800 customers across more than 50 markets in just two years, this round will fuel rapid U.S. expansion for the company. Proud to partner with the Legora team in their mission to transform the efficacy of lawyers across the globe. Read more from @mmurph here: mnlo.vc/legora-series-d

VCs are keeping tabs on creator economy startups in areas ranging from generative AI to live shopping. bit.ly/3OPh9Pf

AI for content generation is no longer a breakthrough. The breakthrough is how marketers can turn expert processes into workflows at scale. Today, we’re launching the Typeface Marketing Orchestration Engine — the operating layer that transforms marketing workflows into governed, reusable AI agents that execute across your tools. What powers this operating layer: • Arc Graph: Living brand intelligence grounded in your standards • Arc Forge: IT infrastructure to turn expert workflows into reusable agents • Arc Agents: Marketing agents for email, social, paid, web, video, and more • Arc Spaces: A unified workspace to create, collaborate, and publish • Arc Loop (coming soon): Continuous optimization based on performance Build agents tailored to your unique processes: → Launch full campaigns from a single brief → Refresh complex websites without manual rework → Generate compliant, retailer-ready product descriptions at scale Proud to partner with Fortune 500 teams and iconic brands like Post. Read the full announcement: typeface.ai/blog/typeface-… #MarketingAI #EnterpriseAI #MarTech @typefaceai

Mental health startup Grow Therapy is now a $3 billion company bloomberg.com/news/articles/…

Excited to announce our investment in @GrowTherapy_ 🎉 Providers buried in credentialing & billing. Patients facing months-long waitlists. Grow is fixing behavioral health's broken infrastructure — and sits at the heart of our thesis that the future of healthcare is personalized and built around the patient. Congrats to the entire Grow team! Read more from @mmurph @jpsanday: menlovc.com/perspective/fi…

✨#NowHiring ✨ At Menlo VC, we back founders who are solving hard problems at massive scale. Here are three of our portfolio companies that are actively hiring, and looking for exceptional people to join to their teams: @cartainc, @The_TrueAnomaly, and @Zafran_io.