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F·Prime Capital
Monitoring Digest
Vol. 2026 · June 30, 2026
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Prepared for
Chance Mathisen
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07 companies worth re-engaging, ranked by signal strength and contact recency.
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01
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MONITORING
Tagged Feb 25, 2026 · 124 days as monitoring
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We train context intelligence into our models and run them on our custom inference runtime. Build agents that are more accurate, more efficient, and never lose the thread. |
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Data signals
| Partnership Website · Jun 25, 2026 · date from page metadata Subconscious announced a partnership with WATTER to make its inference system and models available on WATTER's AI platform. The integration enables developers to run agentic AI workloads on WATTER's distributed compute network of GPUs integrated into water heaters. |
| | Product launch Website · Jun 22, 2026 · date from page metadata Subconscious Systems launched TIMRUN inference system paired with GLM-5.2, featuring the Subconscious Cache that enables automatic context compaction for long-horizon coding agents. The system allows agents to run for 100+ steps while maintaining only 150k active tokens without manual memory management or context limit issues. |
| | Product launch Website · Jun 03, 2026 · date from page metadata Subconscious Systems released Auto Compaction, enabling their TIM models to automatically prune their own reasoning history at inference time without requiring server-side tool calls or recursive JSON formats, while operating within standard chat completions and messages API formats. |
| + 2 more signals in the last 30 days (collapsed) |
Website source checked Jun 30, 2026.
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Since you last spoke Subconscious Systems made its inference system and TIM-Qwen3.6-27B model available on the WATTER AI platform as of late June, enabling developers to access their context intelligence capabilities for agentic workloads. Your last contact was 40 days ago, before this launch. |
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Last contact
| ✉ | Email from Jack O'Brien “Subconscious May Update” 40 days ago · May 21, 2026 |
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Sources
Website signals cited inline above.
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02
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MONITORING
Tagged Apr 23, 2026 · 68 days as monitoring
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The main product is an AI code agent that leverages advanced AI models to facilitate coding tasks, enabling users to utilize its features without requiring payment information or API keys. It is designed for seamless integration with various development tools and environments. |
Funding (Harmonic) Latest round: Seed · $5.7M · Oct 2025. $5.7M raised · 1 round. |
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Data signals
| Product launch Website · Jun 23, 2026 · date from page metadata cto.new shipped an AI web app builder experience that comes pre-configured with Convex as the complete backend solution, including database, auth, file storage, and serverless functions. Users can build web applications through natural language prompts without any backend configuration. |
| | Product launch Website · May 19, 2026 · date from page metadata cto.new shipped CTO Bench, a benchmark designed to measure real-world performance of AI models on actual software engineering tasks. The benchmark is designed to resist overfitting and benchmarking optimization, using real merged code as the measure of success rather than arbitrary test sets or voting systems. |
| + 1 more signal in the last 30 days (collapsed) |
Website source checked Jun 30, 2026.
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Since you last spoke cto.new shipped an AI web app builder with pre-integrated Convex backend on June 23, removing backend configuration friction for users building through natural language prompts. Last contact was today. |
Outreach contacts |
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Last contact
No logged contact on record.
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Sources
Website signals cited inline above.
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03
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MONITORING
Tagged Mar 20, 2026 · 101 days as monitoring
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Data signals
| Product launch Website · Apr 23, 2026 Unkey launched its Deploy product, enabling developers to deploy APIs directly on Unkey's servers with features including instant rollbacks, zero-downtime deployments, and integrated API management (keys, rate limiting, analytics, billing). |
| | Product launch Website · Apr 23, 2026 · date from page metadata Unkey launched Unkey Deploy in public beta alongside a new website and brand refresh. This represents a significant product milestone for the API infrastructure platform. |
| + 1 more signal in the last 30 days (collapsed) |
Website source checked Jun 30, 2026.
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Since you last spoke Unkey launched Deploy, a new product that lets developers deploy APIs directly on Unkey's infrastructure with rollback, zero-downtime, and integrated management capabilities—a material expansion of the platform beyond API key management. Your last contact was 98 days ago. |
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Last contact
| ◉ | Meeting “Chat between James Perkins and Chance Mathisen” 98 days ago · Mar 24, 2026 |
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Sources
Website signals cited inline above.
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04
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PREACTIVE
Tagged May 03, 2026 · 57 days as preactive
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Haladir offers an operational AI layer for logistics that integrates data from various systems, including WMS, TMS, and OMS, to enable intelligent automation through event-driven agents. The platform utilizes machine learning for optimization tasks such as vehicle routing, inventory management, and demand forecasting, while seamlessly integrating with existing logistics infrastructures. |
Funding (Harmonic) Latest round: Seed · $3.8M · Apr 2026. $4.3M raised · 2 rounds. |
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Data signals
| Product launch Website · Jun 26, 2026 · date from page metadata Haladir published a comprehensive benchmark for evaluating language models on complex operational planning problems. The benchmark spans 10 domains with 200 scenarios covering factory operations, job shops, and other production environments, testing AI agents' ability to make optimal decisions under interacting constraints. |
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Website source checked Jun 30, 2026.
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Outreach contacts Jibran Hutchins Co-Founder & CEO | Preston Schmittou Co-Founder | Quan Huynh Co-Founder |
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Last contact
| ◉ | Meeting “Lunch with F-Prime - Ben <> Chance <> Jibran” 25 days ago · Jun 05, 2026 |
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Sources
Website signals cited inline above.
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05
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MONITORING
Tagged May 20, 2026 · 40 days as monitoring
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The product is a backend platform designed for AI agents, offering features such as database management, user authentication, serverless functions, and file storage. It utilizes PostgreSQL for database operations, OAuth for secure authentication, and enables real-time data synchronization to enhance the performance of AI applications. |
Funding (Harmonic) Latest round: Pre Seed · $500K · Mar 2026. $2M raised · 2 rounds. |
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Data signals
| Product launch Website · Jun 24, 2026 · date from page metadata InsForge shipped a stack of new updates during Launch Week 2 and subsequently hosted a 10-day community hackathon where participants built full-stack applications using the platform. |
| | Product launch Website · Jun 18, 2026 · date from page metadata InsForge migrated its edge functions platform from Deno Subhosting to Deno Deploy v2 on June 18, 2026. The migration is part of version 2.2.2 release, with a July 20, 2026 deadline for existing projects to upgrade and redeploy functions. |
| + 4 more signals in the last 30 days (collapsed) |
Website source checked Jun 30, 2026.
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Since you last spoke InsForge completed Launch Week 2 with new feature releases and ran a 10-day community hackathon immediately after, demonstrating active product iteration and developer engagement. Last contact was 19 days ago, before these launches shipped. |
Outreach contacts Hang H. Co-Founder & CEO (YC P26) | Tony (Yaowen) Chang Co-Founder & CTO |
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Last contact
| ✉ | Email from Hang Huang “Canceled event with note: InsForge Seed between Hang Huang and Chance Mathisen @ Fri Jun 12, 2026 3:30pm - 4pm (EDT) (cmathisen@fprimecapital.com)” 19 days ago · Jun 11, 2026 |
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Sources
Website signals cited inline above.
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06
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MONITORING
Tagged Jan 23, 2026 · 157 days as monitoring
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Theta provides a self-learning infrastructure for AI agents that features an intelligent memory layer, allowing for real-time learning and adaptation without requiring additional data or human intervention. This technology is designed to integrate with existing systems, enhancing agent performance by utilizing insights from prior interactions. |
Funding (Harmonic) Latest round: Pre Seed · $500K · May 2025. $500K raised · 1 round. |
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Data signals
| Headcount Headcount up 20.0% in 30 days (+2 hires, now 12) Harmonic · Apr 29, 2026 Theta grew headcount from 10 to 12 in the last 30 days (20.0% growth). |
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Website source checked Jun 30, 2026.
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Outreach contacts Rayan Garg Co-Founder, CEO | Gurvir Singh Co-Founder | Tanmay Sharma Co-Founder |
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Last contact
| ✉ | Email from Chance Mathisen “Theta <> F-Prime (VC) Intro” 160 days ago · Jan 21, 2026 |
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Sources
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07
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MONITORING
Tagged Feb 20, 2026 · 129 days as monitoring
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Orbifold AI provides a multimodal data curation platform that automates the processing and structuring of various data types, including text, images, video, and audio, to facilitate AI model training and inference. The platform utilizes data distillation techniques to enhance data quality and optimize dataset size, delivering a unified, queryable data feed via API. |
Funding (Harmonic) Latest round: Seed · $5M · Nov 2024. $5M raised · 1 round. |
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Data signals
| Headcount Headcount up 20.0% in 30 days (+2 hires, now 12) Harmonic · Apr 29, 2026 Orbifold AI grew headcount from 10 to 12 in the last 30 days (20.0% growth). |
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Website source checked Jun 30, 2026.
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Outreach contacts Enoch Zhu Co-Founder, CEO | Mike Cheng Co-Founder |
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Last contact
| ◉ | Meeting “F-Prime <> Orbifold Intro” 123 days ago · Feb 27, 2026 |
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Sources
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Colophon
Sources: Affinity (canonical universe & contact recency), Harmonic (funding & people), classified web pages (product & customer signals).
Signals are gated at 0.7 confidence for digest inclusion. Companies contacted in the last 7 days are suppressed.
Open this digest in a browser at monitoring-digests.pages.dev/digests/cmathisen.html.
View the full signal feed and non-selected company rationale at monitoring-digests.pages.dev/feed.
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