May 2026
·
Monday, the 11th
S
Starbridge Global
Live
Commitments this week
$1.2M
Pending wires
$2.4M
Mgmt fee run rate
$248K
Signals today
8
Morning brief
Auto generated
06:04 am
You asked at 05:47show me what needs my attention today
Saronic wires close Friday at the $9.25B Series D mark. Anthropic secondary is the standout, trading at $1T on Forge versus our $380B Series G mark in February, a 163% premium. Hannah Kim has been on the Saronic memo three times this weekend, draft reply ready below.
Active deals
View all →
| Deal | Status | Committed | LPs | Updated |
|---|---|---|---|---|
Saronic defense |
Pending wires | $2.4M | 12 | 2h |
Anthropic secondary |
Open | $800K | 5 | 1d |
Helion Series D |
Sourcing | — | 3 | 3d |
SpaceX primary |
Closed Apr 28 | $3.2M | 18 | 14d |
Signals
Auto
View all →
N
Nick Chen moved from Amazon to Anthropic
Warm re engagement for Anthropic secondary. You last spoke 14 months ago.
5H AGO
M
Matt at Viva published on defense tech allocation
Aligns with Saronic thesis. Warm forward ready for 8 LPs in the network.
1D AGO
Pipeline
·
All sources
Deals
Active
3
Committed
$3.2M
Closed YTD
$3.2M
Avg close time
11d
All deals
| Deal | Stage | Status | Committed | LPs | Updated |
|---|---|---|---|---|---|
Saronic defense |
Series B | Pending wires | $2.4M | 12 | 2h |
Anthropic secondary |
Secondary | Open | $800K | 5 | 1d |
Helion Series D |
Series D | Sourcing | — | 3 | 3d |
SpaceX primary |
Primary | Closed | $3.2M | 18 | 14d |
Committed
$2.4M
of $3M target
LPs engaged
12
avg $200K
Wire deadline
May 15
in 4 days
Valuation
$9.25B
post money
Memo
View full memo →
Saronic builds autonomous maritime vessels for the US Navy and allied defense forces. Series D leads Kleiner Perkins with Andreessen, 8VC, Bessemer, Advent and DFJ Growth following on. We are coming in through the Stephens syndicate at a $9.25B post. The $392M Navy MUSV contract and the Port Alpha shipyard expansion underwrite the production ramp through 2027.
IOI commitment ladder
| LP | Check | Status | Date |
|---|---|---|---|
HK Hannah Kim |
$500K | Soft commit | May 6 |
DL David Liu |
$300K | Wired | May 4 |
SM Sarah Martinez |
$250K | KYC pending | May 7 |
NC Nick Chen |
$200K | Interested | May 8 |
Sydecar execution
SPV created
KYC complete
Wire collection
Final close
Activity
Auto captured
Voice memo · lunch with Hannah Kim
She said defense tech is her highest conviction area for 2026. Wants $500K. Asked specifically about the $392M Navy MUSV contract and whether the Series D mark embeds the Port Alpha capex.
David Liu wired $300K
Sydecar confirmed receipt. 38 hours from first outreach.
Memo distributed to 18 LPs
14 unique viewers, 8 returned more than once.
Network
·
All tiers
LPs
Active investors
62
Re engaged this month
8
Avg check size
$185K
Top decile share
38%
Active investors
| LP | Tier | Total committed | Deals | Last contact |
|---|---|---|---|---|
HK Hannah Kim |
Strong | $1.85M | 5 | 2d |
DL David Liu |
Strong | $1.40M | 4 | 5d |
SM Sarah Martinez |
Growing | $650K | 3 | 1w |
NC Nick Chen |
Re engaged | $425K | 2 | 5h |
RP Rajul Patel |
Strong | $1.20M | 5 | 3d |
Relationship
Strong
Total committed
$1.85M
Deals
5
Avg check
$370K
Response time
2.3d
Context
Deal history
| Deal | Check | Status | Date |
|---|---|---|---|
Saronic defense |
$500K | Soft commit | May 15 |
SpaceX primary |
$250K | Closed | Apr 28 |
Anduril Series F |
$400K | Closed | Nov 25 |
Anthropic secondary |
$300K | Closed | Jul 25 |
Saronic A1 |
$400K | Closed | Feb 25 |
Signal log
Auto captured
Viewed Saronic memo 3 times this week
Spent 4m 22s on page, longest view of any LP. Returned to IOI form twice without submitting.
Lunch at Cotogna, Saronic discussion
She said defense tech is her highest conviction area for 2026. Wants $500K allocation. Asked specifically about the $392M Navy MUSV contract and whether the Series D mark embeds the Port Alpha capex.
Attended Stephens syndicate dinner
Seated next to Chad. Conversation overlapped with David Liu on shared Anduril position.
Intelligence
·
Real time
Signals
8 today
Surfaced today
8
Drafts ready
1
Avg act on time
3.2h
Sources
4
All signals
Auto
N
Nick Chen moved from Amazon to Anthropic
Warm re engagement for Anthropic secondary. Last spoke 14 months ago.
5H AGO
M
Matt at Viva published on defense tech allocation
Aligns with Saronic thesis. Warm forward ready for 8 LPs in the network.
1D AGO
D
David Liu commented on your Saronic LinkedIn post
Indicates ongoing engagement after his $300K wire on Apr 17.
1D AGO
S
Sarah Martinez completed KYC for Saronic
Wire collection now possible. $250K commitment pending.
2D AGO
R
Rajul Patel forwarded Helion memo to two contacts
Soft signal of interest. May trigger inbound IOI traffic next week.
3D AGO
Intelligence
·
Weekly
Weekly brief
Starbridge weekly
Week of May 4 to 8
Summary
Saronic Series D wires close Friday. $2.4M committed across twelve LPs at the $9.25B post, $600K short of the $3M syndicate target. Anthropic secondary is the standout story of the week, now trading at $1T on Forge versus our $380B Series G mark in February, a 163% premium and supply is staying tight. Two LPs re engaged after months of silence, including Nick Chen following his move to Anthropic. One sourcing conversation opened on Helion Series D through the Stephens network. SpaceX IPO roadshow opens June 8.
Deals this week
Saronic defense
Pending wires
$2.4M committed of $3M target, 12 of 18 LPs engaged, 9 wires received at the $9.25B Series D mark. Hannah Kim signaled strong intent but has not formally committed her $500K. Pipeline gap is $600K. Wire deadline Friday May 15.
Anthropic secondary
Open
$1.2M committed from 8 LPs. Forge is now pricing Anthropic at $1T, a 163% premium to the February $380B Series G. Recommend extending the IOI window by two weeks to capture Nick Chen and re engaged LPs before the Q4 IPO window opens.
Helion Series D
Sourcing
Introduced through Stephens. Round is led by Lightspeed at $5.4B post money. Three LPs have expressed early interest on the conversation alone.
Capital movement
New commits
$1.2M
Wires received
$1.6M
Pending
$2.4M
AUM delta
+$2.05M
Network
Two LPs re engaged this week. Nick Chen reached out after his move to Anthropic, fourteen months since last contact. Sarah Martinez completed KYC for Saronic, wire collection now possible. Eight LPs flagged for warm forwards on Matt Schneider’s defense allocation piece. Drafts in your voice prepared for each.
Next week
Saronic wire deadline Friday May 15, follow up with three LPs still pending. Review Helion memo with Rajul, target distribution Thursday May 21. Decision needed on extending Anthropic secondary IOI window by two weeks given the 163% premium pricing on Forge.
Workspace
·
Starbridge Global
Settings
Integrations
A
Affinity
Relationship intelligence and CRM
G
Granola
Voice memo and meeting capture
S
Sydecar
SPV creation and execution
H
Harmonic
Deal sourcing and company data
G
Gmail
Email signal capture and drafts
L
LinkedIn
Job change and post signal capture
Automations
Draft replies in your voice
When an LP shows commit signal, draft a reply for review before sending.
Capture voice memos
Auto transcribe and extract action items from Granola.
Generate weekly brief
Compose Friday morning brief, draft for review before send.
Auto send wires reminders
Send T minus three day reminders to LPs in KYC pending state.
Surface re engagement signals
Flag LPs unseen in 6+ months who show portal or email activity.