It's been an exciting fall at M13 🥳 ICYMI, we invested in: @joinallocate, an M13 co building the future of wealth creation, delivering on what the next generation of investors need and setting a new bar for access and efficiency in private markets. We were one of the first to back Allocate and are thrilled to keep building alongside this team in their Series B and beyond! @Samirkaji @hanayang @CarterReum @morgan_blumberg @anything, co-founded by @marcus_lowe and @dhruvamin. They're building the personal AI engineer enterprises need - testing apps in real environments, detecting bugs, and shipping fixes without user intervention. More in @TechCrunch from @MTemkin: techcrunch.com/2025/09/29/vi… @brentmurri @daylightenergy, co-founded by @jasonbadeaux, @uditpatel, and Evan Caron to build a consumer-grade decentralized energy network that helps homeowners produce, store, and share power back to the grid. The result? Decentralized utilities that scale faster than subsidy-driven systems, leading to resilience, affordability, and ownership to millions. Read more from @ChristineMHall: m13.co/article/meet-daylight… @markwgrace @EstuaryDev, building the right-time data platform for the AI era. They’re making data pipelines dependable, cost-predictable and AI-ready. Read why @kalomarNYC invested: m13.co/article/meet-estuary-… @dyaffe @TeleskopeAI, the startup helping CISOs sleep better at night. Their platform turns detection into action in data security - and they believe security is as human as it is technical. @FortuneMagazine's @leomschwartz got the scoop: fortune.com/2025/11/03/forme…

Choosing the right data warehouse might be the single most expensive decision a data team makes—and one of the easiest to get wrong. New M13 co @EstuaryDev conducted a comprehensive, vendor-agnostic benchmark of today’s leading data warehouses, focused on the performance realities that matter in production: ingestion capacity, complex query runtime, failure modes, and true cost-to-performance ratios. Check out the report at estuary.dev/blog/2025-data-w…

At M13, investing in companies starts with investing in visionary founders. “With great founders, we’re looking at technologies changing the world and the ones enabling that change,” said M13 partner @kalomarNYC on @NYSE Live. Take AI for example: we’re not just investing in businesses at the application layer. We’re excited by companies that are propping up the whole industry of AI, that are building the blocks everyone else is building on top of. One of those companies is new M13 portco @EstuaryDev founded by @dyaffe and Johnny Graettinger. In today’s world, data lives everywhere. Enterprises need a next-gen platform to connect, move, and manage that data across systems—and Estuary has built exactly that. More from Karl on why Estuary represents the next wave of AI infrastructure, what investing beyond hype cycles looks like and how M13 applies our operator experience towards our founders’ vision: youtube.com/watch?v=LFFzZM7c… Thank you @Ash_TV!