February 2026

February 27, 2026

Welcome to this month’s recap of Gradient investments, insights, and opportunities from our portfolio companies.

Recent funding announcements

Linkup raises $10 million to build web search for AIs (Gradient)

Sapiom gets $15 million to help AI agents buy their own tech tools (TechCrunch)

News from our portfolio companies

Gradient perspectives

Software companies need more than a moat

By Clayton Petty

www.gradient.com/blog/posts/the-decay-of-saas

Upcoming events

March 4th: Healthcare Engineers in AI – apply to attend on Luma (New York)

March 11th: Observational Memory for Agents w/ Mastra – apply to attend on Luma (San Francisco)

Lambda – Head of GTM Technology, SF (View and apply)

Spade – Senior Data Scientist, NYC (View and apply)

Arva – Head of Product, SF (View and apply)

Writer – Software Engineer, agents, NYC (View and apply)