Disruptive

Tracked participation in 4 Atlas companies, with 3 explicitly attributed leads.

4portfolio companies

8round participations

3lead positions

$1.2Bled round total

Conviction

Most recent leads

The latest rounds this investor is sourced as leading, newest first.

Aug 2026GroqSeries A$350Mat $3.5B valuation Jun 2026GroqGrowth capital / growth round$650M Aug 2021Shield AISeries D$210M

Capital activity

Portfolio

CompanyLatest valuationFirst → latestRoundsRoleAttributed partner

GGroq$3.5BJun 2026 → Aug 20262 rounds2 led—

SAShield AIPhysical AIShield AI is a San Diego-based defense technology company building AI pilots and autonomous mission systems for…$12.7Bvaluation$3.1BraisedRecent roundsSeries G (plus fixed-return preferred equity and financing structure) · Mar 2026$1.5B · led by Advent International, JPMorganChase’s Security and Resiliency Initiative (Strategic Investment Group)F-1 strategic funding round · Mar 2025$240M · Andreessen Horowitz, Hanwha Asset Management +3Series F expansion · Dec 2023$500M · Hercules CapitalShield AI$12.7BAug 2021 → Mar 20264 rounds1 ledAlex Davis

SASkild AI$14BJan 2026 → Jan 20261 roundParticipant—

RAReflection AI$8BOct 2025 → Oct 20251 roundParticipant—

DateCompanyRoundRaisedValuationRoleEvidence

Aug 17, 2026GGroqSeries A$350M$3.5BLead

Source ↗

Jun 22, 2026GGroqGrowth capital / growth round$650M—Lead

Source ↗

Mar 26, 2026SAShield AIPhysical AIShield AI is a San Diego-based defense technology company building AI pilots and autonomous mission systems for…$12.7Bvaluation$3.1BraisedRecent roundsSeries G (plus fixed-return preferred equity and financing structure) · Mar 2026$1.5B · led by Advent International, JPMorganChase’s Security and Resiliency Initiative (Strategic Investment Group)F-1 strategic funding round · Mar 2025$240M · Andreessen Horowitz, Hanwha Asset Management +3Series F expansion · Dec 2023$500M · Hercules CapitalShield AISeries G (plus fixed-return preferred equity and financing structure)$1.5B$12.7BParticipant

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Jan 14, 2026SASkild AISeries C$1.4B$14BParticipant

Source ↗

Oct 09, 2025RAReflection AISeries B$2B$8BParticipant

Source ↗+1 ↗

Oct 31, 2023SAShield AIPhysical AIShield AI is a San Diego-based defense technology company building AI pilots and autonomous mission systems for…$12.7Bvaluation$3.1BraisedRecent roundsSeries G (plus fixed-return preferred equity and financing structure) · Mar 2026$1.5B · led by Advent International, JPMorganChase’s Security and Resiliency Initiative (Strategic Investment Group)F-1 strategic funding round · Mar 2025$240M · Andreessen Horowitz, Hanwha Asset Management +3Series F expansion · Dec 2023$500M · Hercules CapitalShield AISeries F$200M$2.7BParticipant

Source ↗

Jun 09, 2022SAShield AIPhysical AIShield AI is a San Diego-based defense technology company building AI pilots and autonomous mission systems for…$12.7Bvaluation$3.1BraisedRecent roundsSeries G (plus fixed-return preferred equity and financing structure) · Mar 2026$1.5B · led by Advent International, JPMorganChase’s Security and Resiliency Initiative (Strategic Investment Group)F-1 strategic funding round · Mar 2025$240M · Andreessen Horowitz, Hanwha Asset Management +3Series F expansion · Dec 2023$500M · Hercules CapitalShield AISeries E$165M$2.3BParticipant

Source ↗

Aug 24, 2021SAShield AIPhysical AIShield AI is a San Diego-based defense technology company building AI pilots and autonomous mission systems for…$12.7Bvaluation$3.1BraisedRecent roundsSeries G (plus fixed-return preferred equity and financing structure) · Mar 2026$1.5B · led by Advent International, JPMorganChase’s Security and Resiliency Initiative (Strategic Investment Group)F-1 strategic funding round · Mar 2025$240M · Andreessen Horowitz, Hanwha Asset Management +3Series F expansion · Dec 2023$500M · Hercules CapitalShield AISeries D$210M—Lead · Alex Davis

Source ↗

DateCompanyRoundRaisedValuationRoleEvidence

Oct 09, 2025RAReflection AISeries B$2B$8BParticipant

Source ↗+1 ↗

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Jan 14, 2026SASkild AISeries C$1.4B$14BParticipant

Source ↗

Jun 22, 2026GGroqGrowth capital / growth round$650M—Lead

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Aug 17, 2026GGroqSeries A$350M$3.5BLead

Source ↗