Invisible Technologies Raises $100M in Growth Funding

San Francisco-based Invisible Technologies has secured $100 million in growth funding led by Vanara Capital, a newly-established investment firm that recently emerged from private equity giant TPG. This latest round of funding brings Invisible’s total capital raised to $144 million and values the company at over $2 billion, as per sources familiar with the matter.

The timing of this funding is crucial within the AI data infrastructure market, with the dominant player, Scale AI, facing disruption following Meta’s acquisition of a 49% stake worth $14.3 billion in June 2025. This move by Meta has led to customer flight from Scale’s major clients, such as OpenAI and Google, due to concerns about data sharing, creating an opportunity for companies like Invisible to capitalize on.

Invisible has experienced significant revenue growth, more than doubling from 2023 to 2024, reaching $134 million. This growth trajectory positions the company as a viable challenger to Scale’s dominance in the enterprise AI infrastructure sector.

Vanara Capital’s investment in Invisible marks the firm’s first public investment since its inception in August. Founded by TPG alumni Neil Kamath and Hayden Lekacz, Vanara received strategic support from TPG NEXT with an anchor commitment from CalPERS. This investment signifies broader institutional confidence in AI infrastructure companies that can deliver tangible enterprise value.

Hayden Lekacz, from Vanara Capital, will join Invisible’s Board of Directors, alongside Chairman Francis Pedraza and other notable figures like Charlie Songhurst, who also serves on Meta’s Board. This move highlights the strategic alignment between Invisible and its investors, signaling a strong partnership moving forward.

Invisible Technologies stands out in the competitive AI infrastructure market due to its human-AI collaboration approach, focusing on the synergy between humans and AI rather than pure automation. The company’s AI Software Platform comprises five modular components, offering a comprehensive solution that addresses the gap in many AI projects where human involvement is often overlooked.

Market dynamics in the AI infrastructure sector are rapidly evolving, with consolidation and disruption reshaping the landscape. While Scale AI has traditionally dominated the foundational model training market, Invisible’s enterprise-focused approach has gained traction across various industries, positioning it as a key player in the practical application layer.

With a new CEO at the helm and a strengthened leadership team, Invisible is poised for significant growth and expansion. The company has already doubled its engineering organization in 2025, opened offices in key locations, and bolstered its technical expertise with industry veterans joining the team.

The recent funding round for Invisible Technologies reflects important trends in the enterprise AI market, including a shift towards practical implementation over technological novelty, the integration of human expertise with AI capabilities, and the advantage of end-to-end platforms in a maturing AI stack. This funding, coupled with industry disruption and investor confidence, signals a new phase of enterprise AI adoption on the horizon.

Invisible Technologies, founded in 2015, has operated profitably for five years before seeking external funding to accelerate its growth. The company’s impressive track record and strategic positioning in the AI infrastructure market make it a noteworthy player to watch in the evolving landscape of enterprise AI.