You likely have seen some of the recent headlines about several of the companies in the Innovation Fund’s portfolio, but given the Fund is invested in more than 25 different companies across AI, fintech, and data infrastructure, we wanted to share a few additional updates that you may have missed.

Here's a quick look at three companies that have made exciting announcements over the past few weeks:

Omni raised a $120M Series C at a $1.5 billion valuation

Omni builds the analytics infrastructure that enterprises use to make sense of their data, and increasingly, to power their AI tools. The round was led by ICONIQ, with participation from existing investors including Theory Ventures, First Round Capital, and GV.

This round represents a meaningful step-up in valuation, Omni was previously valued at $650 million just over a year ago. The company also reported 4x year-over-year revenue growth, as more enterprises consolidate legacy business intelligence tools and look for a governed foundation for AI-powered analytics. Read the announcement →

Hightouch raised $150M at a $2.75 billion valuation

Hightouch started as the company that helped define the "composable CDP" category, putting marketing data activation on top of the data warehouse instead of inside a walled-off proprietary system.

The Series D was led by Goldman Sachs and Bain Capital Ventures, and the company plans to use the capital to push further into agentic marketing: AI agents that autonomously identify opportunities, generate on-brand creative, and run campaigns across channels. Gartner recently named them a Magic Quadrant Leader in customer data platforms. Read the announcement →

Visual Layer was acquired by Camtek

Camtek (Nasdaq: CAMT) is one of the leading manufacturers of inspection and metrology equipment for the semiconductor industry. Their acquisition of Visual Layer, a Tel Aviv-based AI company focused on visual data analytics, is a bet that AI-driven inspection will increasingly define who wins in semiconductor manufacturing.

Visual Layer was founded by Danny Bickson and Amir Alush, both with PhDs in computer vision, and the two companies had been working together for over a year before the deal was signed. Read the announcement →

Below is a brief message specifically for Fundrise investors that CEO Danny Bickson shared shortly after the deal was announced: