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At a glance
Third Point Ventures appears in 3 funding rounds tracked by ValueAddVC since 2026, leading 1. Its most recent tracked deal was Snorkel AI's $350M Series E round (Sep 22, 2026).
Strategy
Geographies
Menlo Park, California, USA
Recent changes
- Sep 25, 2026Sep 25, 2026Invested in Nscale (Convertible notes, $3.36B) PR Newswire
- Sep 22, 2026Sep 22, 2026Invested in Snorkel AI (Series E, $350M) PR Newswire
- Aug 4, 2026Aug 4, 2026Invested in Zenity (Series C, $125M) BusinessWire
- Jun 18, 2026Jun 18, 2026Atom Computing Raises $100M From Third Point for Neutral-Atom Quantum Pulse story
- Jun 16, 2026Jun 16, 2026Invested in Atom Computing (Series C, $100M) PR Newswire
Portfolio
4 totalRecent Investment Activity
4Track record: led 1 and participated in 2 of 3 tracked venture rounds · 3 in the last 12 months · led 1 Series C
| Date | Company | Event | Role | Amount | Valuation | Investors | Source |
|---|---|---|---|---|---|---|---|
| Sep 25, 2026 | Nscale | Convertible notes | Led | $3.36B | — | PR Newswire | |
| Sep 22, 2026 | Snorkel AI | Series E | Participated | $350M | $3.5B | PR Newswire | |
| Aug 4, 2026 | Zenity | Series C | Participated | $125M | — | Pulse story | |
| Jun 16, 2026 | Atom Computing | Series C | Led | $100M | — | PR Newswire |
Sector / Stage Activity
By sector (portfolio)
AI infra
2 · 50%
Quantum computing
1 · 25%
AI security
1 · 25%
By stage (tracked rounds)
Series C
2 · 50%
Convertible notes
1 · 25%
Series E
1 · 25%
Co-Investors
12Similar Firms
overlapping sector, stage or regionValue Add Research
Latest Pulse
- Oct 19, 2026Nscale, Anthropic In Talks For Another $45B Compute DealNscale and Anthropic are reportedly in talks for another $45 billion AI compute deal, a month after sealing one of the same size, as investors question how much AI infrastructure spending the sector can sustain.→
- Sep 29, 2026Samsung Invests $1B In KKR-Backed AI Infra Firm HelixSamsung is investing $1 billion in Helix, an AI infrastructure company backed by KKR, extending its push to capture value across the AI buildout beyond its own memory-chip business.→
- Sep 25, 2026Nscale Raises $3.36B in Pre-IPO Convertible FinancingNscale disclosed a $3.36 billion pre-IPO convertible round led by Third Point, its second big financing in ten days as it pushes toward a US listing targeting a $25 billion valuation.→
- Sep 22, 2026Snorkel AI Raises $350M, Triples Valuation To $3.5BSnorkel AI raised a $350 million Series E co-led by Insight Partners and Section 32 at a $3.5 billion valuation, nearly triple its mark from 17 months ago, as its data-as-a-service revenue run rate crossed $375 million.→
- Sep 18, 2026Nscale Files For NYSE IPO Behind $103B AI BacklogNscale filed its S-1 for a New York Stock Exchange listing under ticker NSCL, disclosing $103.4 billion in contracted AI-compute revenue after Anthropic signed a $45 billion capacity deal in August.→
- Sep 5, 2026Nscale Lines Up $3.5B Pre-IPO War Chest From NvidiaThe London AI cloud firm is in talks for roughly $2 billion from Nvidia and $1.5 billion in Third Point-led convertible notes ahead of a planned New York listing, with contracts now topping $103 billion.→
- Aug 4, 2026Zenity Raises $125M to Police Enterprise AI AgentsNorwest led a $125M Series C for Zenity, which monitors and governs the AI agents enterprises are wiring into sensitive systems, bringing the New York- and Tel Aviv-based company's total funding to about $185M.→
- Jun 18, 2026Atom Computing Raises $100M Series C to Scale Neutral-Atom Quantum MachinesAtom Computing raised a $100 million Series C led by Third Point Ventures to advance its neutral-atom quantum computers. The round lands as quantum re-enters the venture spotlight on the back of error-correction progress and the prospect that quantum and AI compute could become complementary parts of the same buildout.→
- Jun 18, 2026Atom Computing Raises $100M From Third Point for Neutral-Atom QuantumAtom Computing raised $100 million led by Third Point Ventures to advance its neutral-atom quantum computers. The round is part of a 2026 resurgence in quantum funding as the field inches from research milestones toward commercially useful machines.→
- Jun 16, 2026Atom Computing Raises $100M Series C -- Plus a $100M U.S. Commerce LOI -- for Fault-Tolerant QuantumAtom Computing announced more than $300 million in total funding to accelerate commercial-scale fault-tolerant quantum computers -- a $100 million Series C led by Third Point Ventures plus a signed $100 million letter of intent from the U.S. Department of Commerce. The neutral-atom developer is racing to deliver on-premises quantum systems for enterprise and government customers.→
Third Point Ventures FAQ
What companies has Third Point Ventures invested in?
Third Point Ventures' portfolio includes Nscale, Snorkel AI, Zenity, Atom Computing.
Who does Third Point Ventures co-invest with most?
In the rounds Value Add tracks, Third Point Ventures most often invests alongside 8090 Industries (1 shared deal), Addition (1 shared deal), Aker ASA (1 shared deal), Alumni Ventures (1 shared deal), Astra Capital Management (1 shared deal).
Sources & methodologyshow
Where these figures come from
- BusinessWireprimary source1 fact
- PR Newswireprimary source1 fact
- PR Newswireprimary source1 fact
- PR Newswireprimary source1 fact
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.