Cota Connect 2025: Net New Frontiers in the Enterprise

San Francisco recently buzzed with innovation as Cota Connect 2025 brought together a dynamic assembly of investors, visionary entrepreneurs, and leading industry and technology experts. The event served as a crucial platform for in-depth discussions on the trends shaping the venture ecosystem and for exploring the myriad opportunities and challenges emerging in the ever-evolving enterprise technology space.

A highlight of the summit was the keynote address by Bobby Yazdani, Founder and Managing Partner of Cota Capital. Bobby provided a compelling overview of key global market and technology trends, offering his insightful perspective on how these forces are not just shaping our industry but actively creating “Net New Frontiers” in the enterprise. His vision underscored the profound shifts underway and the untapped potential for innovation.

The energy continued with presentations from Cota’s portfolio company founders and entrepreneurs, who shared how they are directly addressing these “Net New” technology challenges in the enterprise. Their diverse presentations showcased groundbreaking work across critical domains:

Cybersecurity 

As digital threats become increasingly sophisticated, our cybersecurity companies discussed novel approaches to safeguarding enterprise data and infrastructure, and they demonstrated how AI significantly enhances cybersecurity by automating tasks, improving threat detection and response, and providing deeper insights into potential risks. For example, Simbian is solving cybersecurity with its AI Agents that proactively find and fix threats by operating across the entire security footprint of the enterprise. Seraphic Security addresses cybersecurity challenges by focusing on browser-level security, protecting enterprises from advanced web-based threats at the endpoint. Amplifier Security developed a platform that uses AI to automate user engagement, drive remediation, and close security gaps in real time. Clairvoyant, meanwhile, leverages advanced AI to provide deep visibility and predictive intelligence across complex cloud environments, anticipating and neutralizing threats before they impact operations.

Vertical Operating Platforms

Cota’s entrepreneurs from Farther, Qu, Tote, and Alpha Labs Intelligence offered insights into industry-specific solutions that highlight the integration of deep domain expertise with advanced technology to enhance operational efficiency. These vertical operating platforms span a diverse range of industries, from the restaurant sector to wealth management, demonstrating their versatility and the ability to cater to unique operational needs across different domains. Farther is innovating in wealth management, providing a technology platform that integrates financial planning with sophisticated investment strategies for high-net-worth individuals. Qu is transforming the restaurant industry with a unified commerce platform that streamlines ordering, delivery, and point-of-sale operations across multiple channels. Tote’s POS platform is reimagining the convenience vertical with cross-platform flexibility and AI-powered efficiency, offering contextual intelligence and intuitive support. Lastly, Alpha Labs Intelligence is developing an agentic platform for the Chief Investment Office that collects and embeds documents for semantic retrieval, enabling a powerful AI agent to carry out mission-critical yet time-consuming work with efficiency.

Software Infrastructure

The world of enterprise software infrastructure is rapidly transforming. New architectures, protocols, and platforms are driving improvements across the entire software life cycle of design, development, deployment, and operation. Our portfolio companies discussed their solutions that enable customers to drive faster time-to-market for new products, lower costs, and improve stability and reliability. For instance, CAST AI innovates by optimizing cloud spend and Kubernetes infrastructure, ensuring enterprises get the most efficiency from their cloud investments. Mobot is transforming QA with robotic automation, dramatically accelerating testing cycles for mobile applications. Quadric is pushing the boundaries of edge AI processing with its specialized processor architecture designed for high-performance AI inference. Meanwhile, OpenInfer is enabling more efficient and scalable AI model deployment and serving, allowing companies to operationalize their AI initiatives faster and more reliably.

Digital Twins

Digital twin technology is poised to transform enterprises by creating real-time virtual replicas of physical assets and processes, allowing for enhanced operational optimization and predictive analytics. Our entrepreneurs shared how their cutting-edge technologies have pushed the envelope of Digital Twin innovation. Rhombus integrates digital twins with smart cameras and IoT sensors for improved visibility and security in facility management. ParkourSC uses digital twins for intelligent supply chain visibility, enabling real-time monitoring and optimization of logistics. Vave Health applies digital twin principles to medical devices and patient data for better diagnostics and personalized healthcare. Meanwhile, Orchestro.ai’s use of digital twins, combined with AI, allows them to provide enhanced visibility, predictive capabilities, and optimized execution within the complex world of logistics and supply chain management. 

Vertical Solutions – Applied AI

Applied AI vertical solutions will transform enterprises by providing highly specialized, intelligent automation and insights that precisely address the unique, nuanced challenges and workflows within specific industries. Several of our companies shared their unique applied AI vertical solutions. Across AI’s agents leverage multi-step, high-level reasoning to master complex task execution in enterprise environments. RecVue is innovating within the finance and billing vertical, using applied AI to automate and enhance complex revenue recognition and billing processes. Inorsa offers AI-powered automation solutions for engineering teams, primarily within the telecom, solar, and EV charging infrastructure sectors, which aim to accelerate the deployment, maintenance, and upgrade of critical infrastructure. And with App0, e-commerce brands can offer a personal AI shopping assistant to every customer who lands on their website. The shopping assistant hyper-personalizes the experience for every shopper, resulting in higher conversion rates and increased customer loyalty.

Intelligence at the Edge 

Intelligence at the Edge is poised to revolutionize the enterprise by bringing computation and AI processing closer to the data source, enabling real-time insights, enhanced security, and reduced latency for mission-critical operations, moving beyond reliance on centralized cloud processing. Our entrepreneurs at Ramen Networks focus on providing Secure Wireless Network-as-a-Service (NaaS) solutions for “uncarpeted” enterprise environments. They specialize in building and managing highly reliable, high-speed, and secure private wireless networks for challenging industrial and outdoor settings where traditional Wi-Fi or cellular solutions fall short. Eino.ai offers an AI-powered platform designed to simplify and accelerate network planning for both public and private wireless networks; it optimizes AI model deployment and performance on edge devices, ensuring efficient and scalable edge intelligence. FlowFuse offers a low-code application development platform with integrated AI capabilities for Node-RED users, enabling enterprises to securely and reliably deploy, manage, and scale Node-RED instances and applications across diverse environments, from the cloud to the edge. Finally, Neural Propulsion Systems (NPS) develops advanced digital imaging radar technology using AI and patented mathematical frameworks that fundamentally enhance sensor performance for autonomous driving and other safety-critical applications, pushing the boundaries of real-time situational awareness and decision-making at the edge.

Cota Connect 2025 was more than just a conference; it was a vibrant forum for collaboration and foresight. The candid discussions and innovative showcases of Cota Capital’s portfolio companies illuminated the path forward for enterprise technology, emphasizing the critical role of bold vision and relentless execution in building the next generation of industry-defining companies.