Menlo Ventures

Physical retail is dying—a trend which has been ongoing for years and is now accelerating.

Brent joined Menlo Ventures in 2015 after advising venture capital clients at PwC. He became Vice President, Finance and Tax in 2023.

Doug Carlisle has been at Menlo since 1982 and focuses on investments in the information technology sector.

DuBose was a founder of Menlo Ventures in 1976 and led many of Menlo’s investments in the medical and information technology sectors.

John Jarve led investments in nearly 50 Menlo portfolio companies, in communications, storage, semiconductor, internet, and fintech.

Menlo Ventures is an early-stage venture capital firm that invests across AI, consumer, enterprise, and healthcare technologies.

Menlo Ventures Management, L.P. describes its privacy practices and how it handles personal information it collects.

Elorian launches **Glimpse**, its first AI model designed to actively analyze images by repeatedly referencing visual data—zooming into regions, extracting video frames, or running measurements—rather than relying solely on text-based reasoning. The model, trained on a few hundred GPUs, outperforms competitors like GPT-6 Astra in tasks such as scientific chart interpretation and video captioning, despite being smaller and more cost-efficient. Elorian targets industries with heavy video use, including robotics and media, and aims to extend its capabilities to real-world action, such as robot control, by next year.

Oct 2026 · TechCrunchNews article

Menlo Ventures invests in AI coding startup Factory as the company extends a funding round announced at a $5 billion valuation. Menlo declines to disclose the investment amount, while a source says the commitment is significant and limited by available cap-table space. The investment follows a public dispute between Factory CEO Matan Grinberg and former board adviser Chris Degnan over alleged sharing of confidential information with competitor Cognition, and Menlo praises Factory’s founders, technology, and customer relationships.

Oct 2026 · TechCrunchNews article

Kevin Mandia’s startup Armadin raises $255.5 million in a Series B at a valuation above $2.5 billion. Andreessen Horowitz and Accel lead the financing, alongside Bain Capital Ventures, Redpoint, 8VC, Ballistic Ventures, Google Ventures, In-Q-Tel, Kleiner Perkins, and Menlo Ventures. Armadin’s platform runs always-on agentic swarms that chain vulnerabilities to test enterprise defenses, offering an alternative to traditional penetration tests. Its $190 million Series A in March brings total funding to more than $445 million.

Oct 2026 · TechCrunchNews article

Armadin raises $255.5 million in a Series B at a valuation above $2.5 billion to expand its AI-driven cybersecurity platform. Founded by Kevin Mandia, the company uses sandboxed AI-agent swarms to map organizations’ systems, scan for vulnerabilities, link weaknesses into attack paths, and recommend fixes; Andreessen Horowitz and Accel co-lead the round. In one customer assessment, 26,000 agents scan more than 25,000 assets and identify 38 verified attack paths, and the funding supports research, AI training, and go-to-market programs.

Oct 2026 · SiliconAngleNews article