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Portfolio
Delphina: Building the enterprise context factory
Delphina raises $15M by Costanoa and Radical to build the Context Factory.
Portfolio
Upstarts Media Exclusive: Nidus Raises $30M to Bring Robotics AI to Defense
Portfolio
Tectonic Exclusive: Agentic AI Startup Lumbra Raises $25M Series A
Portfolio
Mark43 Acquires ForceMetrics
Portfolio
Feldera: Data processing built for speed and scale of AI
Portfolio
ClickHouse acquires RunReveal to deepen its push into security analytics
Portfolio
Closing a $140B Blind Spot: why we’re excited about Onos Health
Portfolio
Muon Series C: Reflections on the Journey and What Lies Ahead
Portfolio
Itera: Hardware Development at Software Velocity
Portfolio
How Natter Is Defining the Future of AI Conversational Intelligence
Why we invested in Natter.
Portfolio
Forbes: This Ex-Palantir Exec Built A $900 Million Privacy-First Cell Network
Featuring Cape's Series C announcement.
Portfolio
Lumbra: Bringing Machine Speed to the U.S. Intelligence Community
Portfolio
Bloomberg: From CIA to CEO, Spies Step Out of the Shadows and Into the Boardroom
Bloomberg feature story on Lumbra.
Portfolio
Smack Technologies: the First Frontier AI Lab for National Security
Portfolio
Seeing Without Being Seen: Why We Invested in Tenna Systems
Portfolio
The Long Game Pays Off: Announcing SGNL’s Next Chapter
Fresh perspectives,
diverse ideas.
At Costanoa, we believe the best guidance is hard-earned and shared humbly. Perspectives is where we reflect on what we’ve learned alongside founders — the inflection points, tough calls, and breakthroughs that define the path from idea to impact.