SIP Global Partners

Tracked participation in 3 Atlas companies, with 1 explicitly attributed lead.

3portfolio companies

3round participations

1lead positions

$154Mled round total

Conviction

Most recent leads

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

May 2023LightmatterSeries C$154M

Capital activity

Portfolio

CompanyLatest valuationFirst → latestRoundsRoleAttributed partner

LLightmatter—May 2023 → May 20231 round1 led—

KKodiakPhysical AIKodiak AI (Nasdaq: KDK) is a physical-AI autonomous trucking company building the Kodiak Driver, a vehicle-agnostic…$471.3MraisedRecent roundsPIPE (private placement) · May 2026$100M · Ares Management (affiliate), Ares Management affiliate (including an affiliate of Ares Management)PIPE / convertible preferred investment (Series A Preferred Investment) · Sep 2025$145MSecond Lien Facility (convertible notes bridge financing) · Apr 2025$28.3M · Aliya Growth Fund LLC—Series AGKodiak—Nov 2021 → Nov 20211 roundParticipant—

EAEnCharge AI—— → —1 roundParticipant—

DateCompanyRoundRaisedValuationRoleEvidence

May 31, 2023LLightmatterSeries C$154M—Lead

Source ↗

Nov 11, 2021KKodiakPhysical AIKodiak AI (Nasdaq: KDK) is a physical-AI autonomous trucking company building the Kodiak Driver, a vehicle-agnostic…$471.3MraisedRecent roundsPIPE (private placement) · May 2026$100M · Ares Management (affiliate), Ares Management affiliate (including an affiliate of Ares Management)PIPE / convertible preferred investment (Series A Preferred Investment) · Sep 2025$145MSecond Lien Facility (convertible notes bridge financing) · Apr 2025$28.3M · Aliya Growth Fund LLC—Series AGKodiakSeries B$125M—Participant

Source ↗

UndatedEAEnCharge AISeries B$100M—Participant

Source ↗

DateCompanyRoundRaisedValuationRoleEvidence

May 31, 2023LLightmatterSeries C$154M—Lead

Source ↗

UndatedEAEnCharge AISeries B$100M—Participant

Source ↗