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Alpha co-invests with the world’s leading VCs by sharing economics with early-stage investors in their best growth companies. Learn more → |
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Gecko lands large US Navy robotics deal
Gecko Robotics, a robotics and sensors company, has landed what TechCrunch describes as the largest robotics deal in US Navy history. The five-year IDIQ contract includes an initial $54 million award and a ceiling of $71 million, starting with 18 vessels in the Pacific Fleet. Gecko's robots will inspect each vessel and help create digital twins, allowing its software to identify maintenance needs earlier and reduce downtime. Given that roughly 40% of the Navy's fleet is unavailable at any given time due to lengthy maintenance cycles that cost an estimated $13-20 billion annually, the scale of the opportunity is significant. Read more → |
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Kalshi gets $1 billion in new $22 billion funding round
Kalshi, the largest predictions marketplace in the US, raised $1billion at a $22 billion valuation led by Coatue Management, as reported by the WSJ and confirmed by Axios. The deal will roughly double Kalshi’s valuation from its last funding round in December when it was worth $11 billion. The fundraising push shows investors remain eager to gain exposure to the growing prediction market industry. Read more →
Note: Individual portfolio company outcomes vary and past milestones are not indicative of future performance. |
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Dan Malven joins Alpha Partners
Please join us in welcoming Dan Malven to Alpha Partners as a Venture Partner. Dan is an investor, entrepreneur, and operator with more than 25 years of experience financing, building, and exiting high-growth technology companies. As an investor in early- and growth-stage companies, he has been the lead or co-lead investor in 30+ private companies across multiple market cycles. His exits prior to joining Alpha include 4 IPOs and 11 M&A transactions. He is a member of both Kauffman Fellows (Class 4) and YPO (Gold Chicago chapter), the leading continuing education and networking organizations for venture capital and operating executives, respectively.
Connect with Dan on LinkedIn. |
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Do the AI talent wars make things harder?
The Wall Street Journal’s VC newsletter team recently asked Alpha Partners Managing Partner Steve Brotman what technologies are helping smaller markets attract more venture dollars, and whether the AI talent wars make it harder for startups outside the Bay Area to compete. Brotman noted that, “Yes, the AI talent wars do make it harder for startups outside the Bay Area to compete, but with an important distinction. The infrastructure to build AI products has become far more accessible. Open-source models, cheaper inference and mature cloud and MLOps tooling mean startups no longer need massive upfront capital or a Bay Area address to get real products into market.” Read more →
Note: The views expressed above are Mr. Brotman's own and may not reflect the position of Alpha Partners. |
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In this episode of Driving Alpha, Paige Hendrix Buckner, CEO of All Raise, shares how her nonprofit is not just advocating for inclusion, but actively engineering it to create better investor outcomes and reshape the VC landscape.
Watch episode → |
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| Conferences we’re attending |
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| March 23- 26: RSAC, San Francisco March 25-27: FII, Miami April 6-9: HumanX, San Francisco April 13-15: VC Platform Summit, San Diego April 21-22: iPEM x Pensions, Chicago May 26-29: Boston Tech Week, Boston
If you are attending and want to schedule a 1:1, let us know by contacting us at hello@alphapartners.com. |
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| | March 24: P2P Breakfast with Florida Funders, Miami April 7: P2P Breakfast with Cathay Innovation, San Francisco May 7: Investor & Founder Happy Hour with M13 and ABS, New York City May 28: Boston Tech Week Happy Hour with Glasswing Ventures, Boston June 3: P2P Breakfast with Greycroft, New York City June 4: TechWeek Happy Hour, New York City
If you're interested in attending any of the events above, rsvp here: https://alphapartners.com/events/ |
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| | | | AlphaMarket 2026 will take place on October 21, 2026 in New York City. Reserve your spot today! If you’re interested in speaking or sponsoring, you can let select that option when you apply. Apply →
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The Rational Optimist by Matt Ridley
In a bold and provocative interpretation of economic history, Matt Ridley, the New York Times-bestselling author of Genome and The Red Queen, makes the case for an economics of hope, arguing that the benefits of commerce, technology, innovation, and change — what Ridley calls cultural evolution — will inevitably increase human prosperity.
Get your copy → |
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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. |
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