About Situational Awareness
Situational Awareness is a venture capital firm founded in 2024. It is primarily based out of San Francisco, United States. As of Jun 2026, Situational Awareness is an active investor, having invested in 3 companies, with 3 new investments in the last 12 months. It primarily invests in Post IPO round in United States based startups. Its investments are spread across a wide range of sectors from High Tech to Enterprise Applications and Enterprise Infrastructure. Most recently it participated in the $***** Post IPO round of Sharonai Overall, Situational Awareness portfolio has seen 2 IPOs, namely Nebius and Sharonai. Oaktree Capital Management co-invest with Situational Awareness, sharing a substantial percentage of its portfolio.Key Metrics
Portfolio Count
Portfolio Sectors
Portfolio Locations
Rounds of Entry
Post IPO & Series A
Deals in last 12 months
Situational Awareness' List of All Investments
Situational Awareness has a portfolio of 3 companies. Their most notable investmentis in FluidStackTheir portfolio spans across United States, Netherlands and United Kingdom. They have invested in High Tech, Enterprise Applications, Enterprise Infrastructure and 1 other sectors, across stages such as Post IPO, Series A stages. Here is the list of all investments by Situational Awareness:
1. FluidStack
Provider of managed high performance computing clusters for artificial intelligence. These infrastructure resources facilitate large scale model training and inference tasks. The hardware is isolated at the network and storage levels to ensure dedicated access for computational workloads. Engineering support maintains the systems to ensure operational availability for technical teams.
Key facts about FluidStack
- Founded Year: 2017
- Location: New York City (United States)
- Annual Revenue: £50M - £100M as on Dec 31, 2024
- Valuation: $*****
- Stage: Series A
- Total Funding till date: $1.88B
- Employee Count: 268 as on Jun 30, 2026
- Investors: Armyn Capital, Founders Factory and 10 Others
- Latest Funding Round: Series A, Jun 15, 2026, $*****
- Highlight: Editors' Pick
2. Nebius
Provider of AI powered cloud GPU solutions. It offers a scalable AI infrastructure with NVIDIA GPUs, supporting both training and inference. The company integrates GPU accelerators with pre-configured drivers and high-performance networking. It provides a platform for fine-tuning AI models, offering access to models and infrastructure. The company delivers managed Kubernetes or Slurm-based clusters and services such as MLflow, PostgreSQL, and Apache Spark. It also provides support from solution architects.
Key facts about Nebius
- Founded Year: 2022
- Location: Amsterdam (Netherlands)
- Stage: Public
- Employee Count: 1,023 as on Mar 31, 2026
- Investors: Nvidia, Accel and 1 Other
- Latest Funding Round: Post IPO, Jun 01, 2026, $*****
- Highlight: Public
3. Sharonai
Cloud storage and compute business that provides scalable, cutting-edge GPU solutions for high-performance computing (HPC) and artificial intelligence (AI) workloads. The company offers on-demand cloud storage and compute infrastructure, catering to government, education, and research institutions. With a focus on vertical integration, Sharon AI provides a proprietary orchestration and automation platform for seamless management of complex compute and storage requirements.
Key facts about Sharonai
- Founded Year: 2023
- Location: Houston (United States)
- Annual Revenue: $1M - $10M as on Dec 31, 2025
- Stage: Public
- Investors: Situational Awareness and Oaktree Capital Management
- Latest Funding Round: Post IPO, Jun 17, 2026, $*****
- Highlight: Public
Situational Awareness' Year-on-Year Investment Trends
As of Jun 2026, it has made 3 investments in this year. Its most recent first time investment was in Sharonai.Situational Awareness' Investments by Stage
Situational Awareness has made 2 investments in Post IPO stage with an average round size of $900M and 1 investment in Series A stage with an average round size of $830M.Stage of entry | No. of Investments |
|---|---|
Post IPO | 2 |
Series A | 1 |
Note: We have considered here, only first round of investments
Situational Awareness' Investments by Sector
Situational Awareness has a diverse portfolio, with companies operating in the Enterprise Infrastructure, High Tech, Business Services and Enterprise Applications. Notably, it has invested in 2 AI-Native companies, 2 Enterprise (B2B) companies, 2 Software companies and at least 2 companies focusing on Tech.Sector | No. of Investments |
|---|---|
Enterprise Infrastructure | 2 |
High Tech | 2 |
Business Services | 1 |
Enterprise Applications | 1 |
Note: We have considered here, only first round of investments
Situational Awareness' Investments by Geography
Situational Awareness has made most investments in United States (2), followed by Netherlands where it has made 1 investment.Country | No. of Investments |
|---|---|
United States | 2 |
Netherlands | 1 |
United Kingdom | 1 |
Note: We have considered here, only first round of investments
Situational Awareness' recent investments
Situational Awareness has made 3 investments in 2026 so far. Sharonai and FluidStack are the latest among them.Here are the most recent investments by Situational Awareness:
Filter this listDate | Company | Location | Round Details | Round Amount | Co-Investors |
|---|---|---|---|---|---|
Jun 17, 2026 | United States | Post IPO | 4317 | ||
Jun 15, 2026 | United States | Series A | 7337 | - | |
Jun 01, 2026 | Netherlands | Post IPO | 8935 | - |
IPOs and Publicly Listed companies in Situational Awareness' Portfolio
2 of Situational Awareness' portfolio companies have become public. Nebius got listed on the National Association of Securities Dealers Automated Quotations (NASDAQ), Frankfurt Stock Exchange (FRA), in Oct 2024 and Sharonai got listed on the OTC Markets (OTCMKTS).Here are Situational Awareness' portfolio companies that went public:
Company | IPO Date | First Invested on | First Round of Investment | Round Size |
|---|---|---|---|---|
Oct 25, 2024 | Jun 01, 2026 | Post IPO | 2818 | |
Dec 29, 2021 | Jun 17, 2026 | Post IPO | 2875 |
Co-investors of Situational Awareness
Over the past year, 6 investors have co-invested in Situational Awareness's portfolio companies. This includes only funds.
- Invested before Situational Awareness: Seedcamp, Mercuri and 3 others have invested in rounds before Situational Awareness. There is 1 company where Seedcamp has invested before Situational Awareness and 1 company where Mercuri has invested before Situational Awareness.
- Top Co-investors of Situational Awareness: Oaktree Capital Management entered a company along with Situational Awareness.
Recent News related to Situational Awareness
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Sharon AI Secures $1.6 Billion to Expand AI Factories in Australia and Asia-PacificPulse 2.0•Jun 19, 2026•Oaktree Capital Management, Sharonai, Nvidia, Goldman Sachs and 5 others
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AI Hedge Fund's Rapid Growth: From $225M to $15B with Triple-Digit ReturnsMoneycontrol•Jun 13, 2026•Situational Awareness
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