<![CDATA[LP Club: Investment Memo]]>https://www.lpclub.co/s/investment-memohttps://substackcdn.com/image/fetch/$s_!dUMD!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F12334c71-b2a3-4760-a460-e9d7fb2bcd06_500x500.pngLP Club: Investment Memohttps://www.lpclub.co/s/investment-memoSubstackWed, 13 May 2026 06:47:55 GMT<![CDATA[Investment Memo]]>https://www.lpclub.co/p/investment-memo-db9https://www.lpclub.co/p/investment-memo-db9Fri, 13 Feb 2026 20:30:10 GMT
Introducing Resolve AI

1) Deal snapshot

  • Company: Resolve AI (San Francisco)

  • Round: $125M Series A, described as non‑blended

  • Valuation: $1B

  • Lead investor: Lightspeed Venture Partners

  • Participating investors (existing): Greylock (seed lead), Unusual Ventures, Artisanal Ventures, A*

  • Total funding to date: > $150M (company-stated)

  • Time since emerging from stealth: ~16 months (company-stated)

  • Use of proceeds (company-stated): accelerate product development; expand engineering + go‑to‑market; support enterprise adoption

Round structure note: TechCrunch reports market chatter that the round might have had multiple tranches at different prices, but states Resolve AI denied that and said the equity was purchased at a $1B valuation.

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]]><![CDATA[Investment Memo]]>https://www.lpclub.co/p/investment-memohttps://www.lpclub.co/p/investment-memoFri, 06 Feb 2026 20:40:31 GMTCompany: Upwind Security, Inc. (Headquartered in San Francisco)
Stage / round context: Series B (announced Jan 26–29, 2026)
What makes this “important” right now: One of the largest US cyber venture rounds of the week ($250M) at a reported ~$1.5B valuation, in a core cloud security category (CNAPP) where platform consolidation and “signal vs. noise” are major buyer themes.

Upwind Cloud Native Application Protection Platform (CNAPP)

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