Cota Capital Newsletter | January 2025

Reflecting on 2024, we are grateful for the partnership with our founders, investors, advisors, and community. We are pleased to look back?on the year in the US technology market and share the exciting progress of our portfolio companies.

Despite economic uncertainty in 2023, the US enterprise technology market showed signs of a rebound in 2024. While growth was modest, it marked a positive shift compared to the previous year.

Cota's core areas of focus in 2025 continue to be Artificial Intelligence / Machine Learning, Security Software, Digital Transformation, and Cloud Computing, which are crucial technologies for the enterprise. These sectors will continue to drive innovation in the years to come.

Cota Capital is fortunate to have had several successful exits in 2024. Cox Enterprises acquired OpenGov, Archer acquired Compliance.ai, and Salesforce acquired Tenyx.?

We also invested in six promising new companies across the enterprise technology space, pushing the envelope to create innovative technologies that solve “Net?New” problems. These additions to our portfolio reflect our commitment to identifying the future leaders in this dynamic field.

Reiterating our long-term commitment to our existing portfolio, Cota Capital made 18?follow-on investments in 2024. This ongoing support fuels the growth of our existing companies and allows them to further disrupt and innovate.

We are incredibly proud of our portfolio companies' achievements and progress in 2024. Their dedication to pushing boundaries in enterprise technology and growing transformative companies is genuinely inspiring. We look forward to their continued success and are excited to navigate the opportunities of the ever-evolving enterprise technology landscape together.

New Follow-on Investments Include:

Q4 Portfolio Company News

Q4 has been an exciting quarter for Cota Capital’s portfolio companies. We are happy to share with you some of the most noteworthy announcements and developments.

Farther Secured $72 Million Series C to Continue Revolutionizing Wealth Management LEARN MORE

Across AI Aims to Transform Enterprise Sales with Next-Generation Agentic Memory LEARN MORE

Centana Growth Partners Acquired a Majority Stake in Hippo’s First Connect Insurance Services LEARN MORE

Qu and Dave’s Hot Chicken Partnered to Boost Stability and Innovation LEARN MORE

Capella Space was Awarded Hybrid Acquisition for Proliferated LEO Contract by the Space Development Agency LEARN MORE

CAST AI Launched the Industry’s First Zero-Downtime Container Live Migration Solution for Stateful Workloads on Kubernetes LEARN MORE

Rhombus Expanded its Global Presence with New UK Office Amid Rising Demand for Cloud-Managed Physical LEARN MORE

NPS Launched World’s First AI-Powered Hyper-Definition Radar LEARN MORE

Simbian Launched its Industry-First AI Agents to Expand Organizations’ Security Operations Toward Autonomous Security LEARN MORE

Token.io Partnered with Santander to Steer the Future of Open Banking Payments LEARN MORE

Touro University California is Enhancing Medical Education with Vave Handheld Ultrasound Technology LEARN MORE

Uptiq Launched an Enterprise AI Platform for Banks, Wealth Management Firms and FinTechs LEARN MORE

Cota Capital Insights

In this webinar,?Bobby Yazdani, Founder and Managing Partner of Cota Capital, shares his latest analyses of trends and observations in U.S. Early-Stage, Net New Enterprise Technology. WATCH THE VIDEO

Cota Access

Eric Lee, Principal at Cota Capital, and Alon Levin, VP of Product Management at Seraphic, discuss advanced solutions that empower enterprises to safeguard against evolving online threats while maintaining seamless user experiences. WATCH THE VIDEO

Recent Articles

Eric Lee, Principal at Cota Capital,?explains the importance and critical functions of key AI Tooling technologies. As AI becomes more prevalent, the demand for specialized, user-friendly tools will likely grow, creating space for innovative startups to thrive. READ THE ARTICLE

Eric Lee, Principal at Cota Capital, dives into AI tools that can be used to build guardrails to protect large language models (LLMs) from external attacks and misuse. They’re also the tools that help enforce security policies, detect and mitigate risks, and better secure data and systems. READ THE ARTICLE

Certain information contained in this newsletter has been obtained from third-party sources, including from portfolio companies of funds managed by Cota Capital. While taken from sources believed to be reliable, Cota Capital has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.