We’re excited to announce our investment in PointFive’s $60 million Series B, led by Accel, with participation from Salesforce Ventures, Entrée Capital, Perpetual Growth, Vesey Ventures, Sheva Ventures, and Index Ventures. The round follows 6x ARR growth between 2024 and 2025. PointFive is a cloud and AI efficiency platform that goes beyond cost dashboards to find and fix the waste buried in how infrastructure is actually configured and deployed, across cloud, data warehousing, and AI workloads.
The problem with cloud waste
Enterprise cloud costs are growing faster than most companies can manage. Enterprises waste an estimated 28 to 35 percent of their cloud budgets on idle or unused resources. In 2025 alone, that amounted to roughly $45 billion in wasted spend across the industry.
Part of the pressure is structural. Labor has long been the biggest line on the corporate income statement, but as AI takes over more of that work, payrolls are shrinking while compute costs climb. For many organizations, cloud infrastructure is on track to become the single largest expense, pushing efficiency up to a board-level financial priority. By some estimates, combined cloud and AI spending will grow from roughly $350 billion in 2025 to more than $1 trillion by 2030.
The other driver is AI-generated code. Autonomous coding agents now produce a growing share of production code, and according to PointFive that code carries roughly eight times more performance inefficiencies than what humans write. Legacy financial operations tools were built to generate billing dashboards and cost reports for finance teams, so they are not equipped for this. They show you what you spent, but don’t tell engineers how to fix it.
From visibility to action: How PointFive works
PointFive turns cost visibility into action. Most tools can tell you what you spent. PointFive shows engineers exactly where the waste is and hands them the fix.
It connects to AWS, Azure, and GCP without installing anything or touching live systems, builds a full picture of how the infrastructure is set up, and uses that to spot more than 200 kinds of waste, from oversized databases to idle AI clusters. It then delivers ready-to-use fixes inside the tools engineers already work in, and checks the bill afterward to confirm the savings were real.
Alongside the round, PointFive launched TokenShift, which helps engineering teams see and control how much AI coding assistants like Claude Code, Cursor, and Copilot are spending.
The bigger idea is to catch waste before it ships. PointFive plugs into the normal software release process to flag inefficient setups early, much like security checks became a standard part of how teams build software.
A strong team with a proven track record
PointFive was founded in Tel Aviv in 2023 by Alon Arvatz, Gal Ben David, and Amir Hozez. The three previously built IntSights, a cybersecurity company Rapid7 acquired for $335 million. That pedigree is directly relevant as hunting for weaknesses in a system is the same discipline whether the target is a security hole or a buried piece of infrastructure waste, and this team has already done it at scale once. They have since built a research group whose job is to keep finding new categories of cloud waste, and that growing library of know-how is hard for a competitor to copy.
Why we invested
Two trends convinced us to invest. Enterprise AI infrastructure is expanding fast, and the teams who run it are under real pressure to justify the bill. As that spend grows, and as more of it comes from AI-generated code, the need for something that can find waste at the architectural level and put the fix in front of the engineer who owns it gets harder to ignore. That is already showing up in who is buying: PointFive’s customers include Nubank, E.ON, Hertz, Fanatics, Swiss Post, and NICE.
It also helps that this team has done the hard part before. They built and sold an enterprise software company, they know how to sell into large organizations, and they have built a product that meets engineers inside the tools they already use. As cloud spend becomes one of the biggest financial questions of the AI era, we think PointFive has the team and the timing to lead, and we are glad to be backing them.
The views expressed in this post regarding market trends, technological development, and the future of artificial intelligence reflect the opinions of Alpha Partners Management, LLC as of the date of publication and are subject to change without notice. These statements are forward-looking in nature and are based on current beliefs and assumptions. Actual developments may differ materially from those expressed or implied. Venture capital investments involve substantial risk, including the potential loss of all invested capital. There is no guarantee that the trends or outcomes described will occur or that this or any other investment made by Alpha Partners will be successful. Past investment decisions are not indicative of future results.
