Orange Collective

Memos

Why we invested

A deeper look into the companies we backed and why — our thesis, the market, the founders, and what we're watching.

Starcloud
Featured memo

Starcloud

Earth-bound data centers are hitting hard limits just as AI demand goes vertical. Starcloud moves compute to orbit and already runs real GPUs there.

YS24$170M Series A$1.1B valuation
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Apollo Atomics
YP26

Apollo Atomics

Nuclear is the only clean 24/7 answer to AI's power crunch. Apollo changes one component to shrink reactors 40x without new licensing risk.

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Akkari
YP26

Akkari

Recording customer work isn't doing it. Akkari turns every conversation into completed customer outcomes.

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Superset
YP26

Superset

The open, harness-agnostic IDE for running parallel coding agents today; tomorrow, the OS for software factories.

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Sazabi
YP26

Sazabi

Logs are all you need. Sazabi's agent turns them into diagnosis and fixes, on the path to self-healing software.

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Didit
YW26

Didit

In a world of agents and deepfakes, proving the human is real is the new perimeter. Didit verifies it at runtime.

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General Legal
YW26

General Legal

Outside counsel is slow and priced by the hour. General Legal prices per contract and turns drafts in under three hours.

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Overshoot
YW26

Overshoot

Hyperscalers stop at the model API. Overshoot builds the video infrastructure under every live-vision agent.

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Luel
YW26

Luel

The next great marketplace is rights-cleared training data: bespoke datasets in days, a catalog re-licensed at high margins.

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Bolna AI
YF25

Bolna AI

Sub-500ms multilingual voice agents: the bet that India's enterprise phone channel runs on Bolna, not BPO seats.

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Sava
YF25

Sava

An AI trust company that owns the regulated charter, not just the software. The prize: the $124T wealth transfer.

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Unsiloed AI
YF25

Unsiloed AI

Vision-first document parsing into structured, LLM-ready data: fast, deterministic, and deployable air-gapped.

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Halluminate
YS25

Halluminate

Simulated worlds are where frontier models learn to work. Halluminate builds them to train financial superintelligence.

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Magnetic
YS25

Magnetic

The CPA shortage is structural and the tooling is from the 1990s. Magnetic is the AI tax preparer that does the work.

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Autumn
YS25

Autumn

Autumn sits on top of Stripe, not in place of it, abstracting the credit and entitlement state every AI company hand builds.

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Cua
YP25

Cua

Every computer-use agent needs a desktop. Cua is Docker for computer-use AI, a cloud desktop in one command.

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Airweave
YP25

Airweave

Every agent hits the same wall: our data. Airweave is the open-source retrieval layer with 50+ connectors behind one API.

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Vybe
YP25

Vybe

AI authoring for internal apps, extended to agents. The same SSO, RBAC, and audit layer now runs secure AI teammates.

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Promptless
YW25

Promptless

Agents now read docs as much as humans; docs are infrastructure for agent use. Promptless keeps them in sync.

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Leaping AI
YW25

Leaping AI

Voice AI wins vertical by vertical. Leaping owns home improvement, where every missed call is a job lost to a rival.

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Browser Use
YW25

Browser Use

The browser is the universal surface for computer-use AI, and Browser Use is becoming the Playwright of the agent era.

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Mastra
YW25

Mastra

Models are trained in Python but product code ships in TypeScript. Mastra is the agent framework native to that world.

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