10月是风投基金的重要月份，这从美国证监会（SEC）的文件中可见一斑。文件显示，知名机构目前正从有限合伙人（LP）处募集巨额资金，尤其是专注于特定领域的基金。以下是我们发现的、尚未正式大规模对外宣布或有重要进展的最引人注目的几只基金。
October was a big month for venture funds, per SEC filings. The filings show that established names are currently commanding top dollar from LPs, especially with a specialized focus. Here are some of the most notable ones we found that haven’t been meaningfully announced or have seen important updates.
首先，Trust Ventures 于周一提交文件，计划募集 4 亿美元的 V 期基金。这家总部位于奥斯汀的机构由 Salen Churi 于 2017 年创立，专注于支持在高度监管行业创业的创始人。Koch Disruptive Technologies 曾于 2018 年领投该机构的首期基金。此前，Trust Ventures 曾于 2023 年寻求募集 2.25 亿美元的 IV 期基金，但该基金是否以及何时完成募集尚不清楚。深度科技基金 Interlagos Capital 也在募集 4 亿美元的 II 期基金。
For one, Trust Ventures filed Monday to raise a $400 million Fund V. The Austin-based firm was founded in 2017 by Salen Churi to back founders building in highly regulated industries. Koch Disruptive Technologies notably backed the firm’s debut fund back in 2018. It previously sought to raise a $225 million Fund IV in 2023, though it’s unclear if or when that fund closed. Deep tech fund Interlagos Capital is also raising a $400 million Fund II.
此外，Benchmark 的两位前合伙人 Victor Lazarte 和 Kris Fredrickson 为其首只 AI 基金 Diffusion ONE 募集了 12.52 亿美元。《福布斯》此前于 5 月报道，两人在各自募集了较小规模基金后决定联手，计划推出这只目标规模为 8 亿美元的基金，实际募集规模远超原定目标。该基金成立以来已出手多笔大额投资，包括与 Lightspeed Ventures 共同领投 Harvey 5.5 亿美元的 H 轮融资，以及参与 Etched 于 7 月宣布的 3 亿美元 C 轮融资。
Elsewhere, Victor Lazarte and Kris Fredrickson, two former Benchmark VCs, have raised $1.252 billion for their debut AI fund called Diffusion ONE. Forbes previously reported back in May that the two had teamed up (after raising smaller funds of their own) to launch this fund with a target of $800 million, meaning it’s far surpassed that original target. The firm has already cut big checks since its debut, including co-leading Harvey’s $550 million Series H with Lightspeed Ventures and taking part in Etched’s $300 million Series C, announced in July.
说到 Benchmark，该机构提交文件显示似乎设立了四只新的合伙人专属基金，分别名为 Benchmark Partners Founders’ Fund T1、Benchmark Partners Founders’ Fund 2、Benchmark Partners Founders’ Fund 2-A 和 Benchmark Partners Founders’ Fund T1-A，目标募集规模分别为 2.2 亿美元、1.32 亿美元、450 万美元和 750 万美元。近期离开自己创立的机构加入 Benchmark 的 Jack Altman 在每份文件中均被列为相关人员。
Speaking of Benchmark, the firm filed what looks like four new partner-only funds, called Benchmark Partners Founders’ Fund T1, Benchmark Partners Founders’ Fund 2, Benchmark Partners Founders’ Fund 2-A, and Benchmark Partners Founders’ Fund T1-A, seeking to raise $220 million, $132 million, $4.5 million, and $7.5 million, respectively. Jack Altman, who recently left his own firm to join Benchmark, is listed in each filing.
与此同时，Joe Lonsdale 旗下的 8VC 似乎也在寻求募集新基金 —— 包括一只名为 8VC DSS III 的 4 亿美元基金；一只名为 8VC COSC 的 3035 万美元基金；一只 2035 万美元的 8VC BRSC 基金；以及一只名为 8VC AI Fund XI 的基金，该基金已筹集 1350 万美元，其中包括 8VC 自身的出资。此前在 7 月，8VC 为 Fund VII 募集了 15 亿美元。
Meanwhile, Joe Lonsdale’s 8VC also seems to be seeking to raise new vehicles — including a $400 million fund called 8VC DSS III; a $30.35 million fund called 8VC COSC; a $20.35 million 8VC BRSC fund; and a fund called 8VC AI Fund XI, which has already raised $13.5 million, including from 8VC itself. This follows the July news that 8VC raised $1.5 billion for Fund VII.
本月早些时候，Notable Capital —— Anthropic、Airbnb 和 Square 等公司的投资方 —— 申请募集第五只基金；而曾共同领投 Anthropic 650 亿美元 H 轮融资的 Neil Mehta 旗下 Greenoaks，则申请募集一只名为 Greenoaks 7 的基金。时机恰到好处，因为 Anthropic 刚刚在上市进程中迈出另一关键步骤，意味着这些机构已做好准备，可凭借潜在的丰厚回报来推销自己。据 PitchBook 数据，Greenoaks 还投资了 Ramp 和 Anthropic 等公司。
Earlier this month, Notable Capital, backers of companies like Anthropic, Airbnb, and Square, filed to raise a fifth fund, while Neil Mehta’s Greenoaks, which co-led Anthropic’s $65 billion Series H, filed to raise a fund called Greenoaks 7. The timing is good as Anthropic just took another major step in its efforts to go public, meaning the firms are already prepared to market themselves based on possible handsome returns. According to PitchBook, Greenoaks has also backed companies like Ramp and Anthropic.
与此同时，Industry Ventures 为其二级市场基金筹集了至少 17 亿美元，该基金于 7 月底开放募资。基金规模显示出该市场已变得多么重要，因为投资者渴望买入即将退出的热门私营公司的股份。一位家族办公室顾问上个月对 TechCrunch 表示，二级市场已变得多么火爆；PitchBook 高级风投分析师 Emily Zheng 则表示，Anthropic 和 OpenAI 的股份是风投领域“最抢手的房地产”。
Industry Ventures, meanwhile, has raised at least $1.7 billion for its secondaries fund, which opened in late July. The size of the vehicle shows how important that market has become, as appetite grows to buy into hot exiting private companies. One family office advisor told TechCrunch last month about how popular the secondaries market has become, while Emily Zheng, a senior VC analyst at PitchBook, said that stakes in Anthropic and OpenAI are some of the “most contested real estate in venture.”