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The Alpha Insider

Alpha co-invests with the world’s leading VCs by sharing economics with early-stage investors in their best growth companies. Learn more →

Announcing company presentations

About AlphaMarket

AlphaMarket is our annual growth investor summit. Now in its sixth year, AlphaMarket 2026 will take placeon Wednesday, October 21, 2026. Reservations are free for qualified investors only. We are almost at max capacity, so please reserve your spot today.

AlphaMarket 2026 is sponsored by:

Portfolio news

EliseAI raises $350 million at a $4 billion valuation

Fortune reports that EliseAI has raised $350 million at a $4 billion valuation. Existing investors a16z and Bessemer co-led the round, joined by new investor Ontario Teachers' Pension Plan. EliseAI automates back-office work for landlords and health systems, two sectors that have resisted automation for decades. Its platform now runs about one in six US apartments. The company also passed $200 million in ARR in June, its fifth straight year of doubling revenue. Congratulations to the EliseAI team. Read more →

Generalist raises another $200 million
for AI robotics

Axios reports that Generalist AI has raised roughly $200 million just two months after a $400 million round at a $2 billion valuation. The company builds "robot brains," AI models that help robots understand and work in the physical world with greater dexterity. The technology could reshape blue-collar work, and capital is racing toward it. Congratulations to the Generalist team. Read more →

Socure raises $156 million, acquires AI fraud investigation startup Fravity

Identity verification company Socure has raised $156 million in a round led by Summit Partners. It is also acquiring Fravity, whose AI agents automate fraud and compliance investigations. The deal comes as AI-driven fraud surges. Socure says fraud rose 8,000 percent across its network last year as generative tools make fake identities easier to create. The company also says it already serves 19 of the 20 largest US banks. Congratulations to the Socure team. Read more →

Alpha in the media

Repricing or reckoning? Steve Brotman's test for portfolio companies

The Wall Street Journal's VC newsletter asked our Managing Partner Steve Brotman how a portfolio company should respond when its business model loses value. His answer was to fly like an airline pilot and check the instruments. Revenue above $50 million, growth of 50% or more, and a credible claim to category leadership mean today's reset is just a repricing. If you fall short, act now. Cut burn, refocus, pivot, build or buy a faster-growth model, or find a strategic home while you still have leverage. Read more →

Note: The above reflects Steve Brotman's personal opinion and does not constitute investment advice or
represent the views of Alpha Partners.

Conferences we’re attending

October 6-10: SFTechWeek, San Francisco
October 7- 9: Milken, Singapore
October 28: Milken, Mexico City
October 28-29: Tech1 Conference, Israel
November 10: MXV Annual Summit, New York City
November 17-19: Goldman Sachs Private Innovation Conference, Las Vegas
November 30-December 4: AWS re:Invent, Las Vegas
Q4 2026: Milken UAE

If you are attending and want to schedule a 1:1, let us know by contacting us at

hello@alphapartners.com.

Nominate a Rising Star by October 15

It’s that time again. We’re collecting nominations for our annual Pre Partner Rising Star VC List. Now in its fifth year, Rising Stars it's a peer-nominated list recognizing standout investors who are not yet partners but are already building strong reputations in venture. Nominations are due by October 15, 2026. Submit your nomination →

The portfolio companies identified and described herein do not represent all of the portfolio companies purchased, sold, or recommended for funds advised by Alpha Partners. The reader should not assume that an investment in the portfolio companies was or will be profitable. For a full list of investments, please contact Alpha Partners. Individual portfolio company outcomes vary and past milestones are not indicative of future performance.

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