M12 (FKA Microsoft Ventures)

Corporate venture arm
New York, NYm12.vcSee connections →Venture arm of Microsoft

At a glance

M12 (FKA Microsoft Ventures) appears in 6 funding rounds tracked by ValueAddVC since 2026. Its most frequent sectors in these rounds are AI & Infrastructure and Cybersecurity, and its most recent tracked deal was Reach Security's $50M Series B round (Oct 13, 2026). It co-invests most often with Andreessen Horowitz and Insight Partners.

Strategy

Stages
Series ASeries BGrowth
Sectors
EnterpriseAICybersecurity
Geographies
USANew York, NY
Check size
$5M-$50M

Recent changes

  1. Oct 13, 2026Invested in Reach Security (Series B, $50M) GlobeNewswire
  2. Oct 7, 2026Invested in Mecka AI (Series B, $60M) TechCrunch
  3. Oct 7, 2026Invested in Stuut (Series B, $52.5M) SiliconANGLE
  4. Sep 4, 2026Invested in Gimlet Labs (Series B, $300M) GlobeNewswire
  5. Sep 2, 2026Invested in HiddenLayer (Series B, $100M) TechCrunch
Earlier changes (1)
  1. Jul 29, 2026Invested in Mate Security (Series A, $35M) The Next Web

Portfolio

9 total

Recent Investment Activity

6

Track record: led 0 and participated in 6 of 6 tracked venture rounds · 6 in the last 12 months

DateCompanyEventRoleAmountValuationInvestorsSource
Oct 13, 2026Reach SecuritySeries BParticipated$50M—
In-Q-TelThe SaaS News · unverifiedM12 (FKA Microsoft Ventures)The SaaS News · unverifiedTop Tier Capital PartnersBallistic Ventures
Pulse story
Oct 7, 2026Mecka AISeries BParticipated$60M$500 million
Sequoia CapitalLeadunverifiedNvidiaunverifiedM12 (FKA Microsoft Ventures)unverified
TechCrunch
Oct 7, 2026StuutSeries BParticipated$52.5M—
Insight PartnersLeadunverifiedAndreessen HorowitzunverifiedM12 (FKA Microsoft Ventures)unverifiedMicrosoft's M12 fund
SiliconANGLE
Sep 4, 2026Gimlet LabsSeries BParticipated$300M$3BGlobeNewswire
Sep 2, 2026HiddenLayerSeries BParticipated$100M—TechCrunch
Jul 29, 2026Mate SecuritySeries AParticipated$35M—
Canaan PartnersLeadunverifiedInsight PartnersunverifiedTeam8unverifiedM12 (FKA Microsoft Ventures)unverified
The Next Web

Sector / Stage Activity

By sector (portfolio)
Semiconductors
2 · 22%
AI infra
2 · 22%
AI
1 · 11%
AI security
1 · 11%
Robotics
1 · 11%
Cybersecurity
1 · 11%
Enterprise SaaS
1 · 11%
By stage (tracked rounds)
Series B
5 · 83%
Series A
1 · 17%

Co-Investors

12

Similar Firms

overlapping sector, stage or region

Value Add Research

Latest Pulse

  1. Reach Security Raises $50M+ To Fight AI AttacksSan Francisco-based Reach Security raised more than $50M in Series B funding led by Top Tier Capital Partners to run cybersecurity defenses at machine speed against AI-powered attacks.→
  2. Mecka AI Raises $60M Series B to Scale Robot Training DataMecka AI raised a $60 million Series B led by Sequoia Capital, with Nvidia and Microsoft's M12 joining, to scale its human-motion data business for training humanoid and industrial robots.→
  3. Stuut Raises $52.5M to Make AI Agents Chase InvoicesStuut raised a $52.5 million Series B from Insight Partners and a16z to expand AI agents that chase down enterprises' unpaid invoices.→
  4. Mantic Raises $25M For 'Superhuman' AI ForecastingLondon-based Mantic raised a $25 million seed led by Radical Ventures after its AI forecasting system competed with human forecasters at the 2026 Metaculus Cup, with Balderton, M12 and Thinking Machines Lab also participating.→
  5. Arcee AI Hits $1B+ Valuation Building Open-Weight ModelsArcee AI closed a $150 million Series B at a pre-money valuation above $1 billion, betting enterprises will pay to run open-weight models instead of renting closed frontier APIs.→
  6. Gimlet Labs Hits $3B Valuation on Chip-Agnostic AI BetAndreessen Horowitz led a $300 million round for the startup that lets AI workloads run across Nvidia, AMD, and custom silicon interchangeably, with Arm and Microsoft's M12 joining as new backers.→
  7. HiddenLayer Raises $100M as AI Security ConsolidatesThe Austin startup that scans models for tampering and attacks grew ARR more than tenfold in a year and drew Delta-v Capital, Microsoft's M12, Morgan Stanley and Booz Allen into a $100 million round.→

M12 (FKA Microsoft Ventures) FAQ

What companies has M12 (FKA Microsoft Ventures) invested in?

M12 (FKA Microsoft Ventures)'s portfolio includes Reach Security, d-Matrix, Mecka AI, Stuut, Arcee AI, Gimlet Labs, and 3 more tracked companies.

Who does M12 (FKA Microsoft Ventures) co-invest with most?

In the rounds Value Add tracks, M12 (FKA Microsoft Ventures) most often invests alongside Andreessen Horowitz (2 shared deals), Insight Partners (2 shared deals), Nvidia (2 shared deals), Activant Capital (1 shared deal), Applied Ventures (1 shared deal).

Sources & methodologyshow
Where these figures come from

Figures are labelled Reported (a source states it), Estimated, Derived (computed from other facts) or Rumored (in talks / unconfirmed). Rumors never replace a confirmed figure. Each figure keeps its own as-of date; history is preserved rather than overwritten.

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