Signals

May 11, 2026

MeltPlan: Building the Palantir of preconstruction decisions.

New Intel: MeltPlan is trying to own code, cost, schedule, and value decisions in preconstruction. That is a big bundle for Seed, and it only works if the shared data model is real.

MeltPlan

Construction AI

Seed

May 11, 2026

Mapping And Visualization Becomes The Operator Product

New Intel: Atreides is building a full operator-facing mapping platform on Iceberg, Sedona, DuckDB, StarRocks, and PMTiles with deck.gl on top. That moves them from a geospatial data subscription vendor into Palantir and ESRI territory, with seat-based analyst software as the real product.

Atreides

Defense Analytics

Seed

May 11, 2026

ETF Issuer Emerges From Insurance Carrier Shell

New Intel: Corgi is launching its own ETF issuer (Corgi Strategies LLC, distributed through Veles Securities) with in-house EDGAR filing automation, iXBRL tooling, and a Series 7 wholesaling motion to RIAs. The comp set is BlackRock and State Street, not Vouch.

Corgi

Insurtech Startups

Series B

May 11, 2026

Demand Gen Replaces Product Hiring As Priority

New Intel: TestFit's visible GTM investment is concentrated on demand generation rather than sales engineering or implementation. That points to a pipeline problem in the AEC buyer base, not a deployment problem, and sets up either a sales buildout or a tighter burn story into 2026.

TestFit

PropTech Software

Series A

May 11, 2026

Renters Insurance Subsidiary Targets Multifamily PMS Stack

New Intel: Corgi's Beagle subsidiary is scaling renters insurance embedded into Yardi, AppFolio, Entrata, and RealPage, with upsells like pet damage waivers and deposit alternatives. That puts Corgi head-to-head with Lemonade and Assurant on proptech-embedded insurance.

Corgi

Insurtech Startups

Series B

May 11, 2026

Air-Gapped Deployment Opens Banks And Hospitals

New Intel: Decagon is building air-gapped and customer-managed deployment options alongside its cloud stack. That opens regulated financial services, healthcare, and government accounts that cloud-only AI vendors cannot touch.

Decagon

Agentic AI

Series D+

May 11, 2026

Voice Agent Becomes A Standalone Product Line

New Intel: Decagon is building Voice Agent as a standalone product covering inbound support, proactive outbound, and call center integrations. That puts them on a collision course with Five9 and Genesys, not just the AI chatbot cohort.

Decagon

Agentic AI

Series D+

May 11, 2026

The Agent Runtime Is The Real Moat

New Intel: Decagon has built a proprietary agent orchestration engine that handles model routing, tool use, and evaluation across every conversation. That runtime, not the underlying LLM, is where the defensibility is being concentrated.

Decagon

Agentic AI

Series D+

May 11, 2026

Entire: Platform Ambitions Beyond the Audit Log

New Intel: Entire's session capture product looks like a wedge into a larger AI code control plane, with review flows, approval gates, agent routing, and policy controls.

Entire

Dev Tools

Seed

May 11, 2026

Harvey AI: Three Sales Motions Running In Parallel

New Intel: Harvey AI is running three GTM motions at once across top law firms, enterprise accounts, and mid-market teams. The largest accounts still need deep technical delivery, which makes them sticky but expensive.

Harvey AI

Legal AI

Series D+