YC Portfolio Tracker — Revenue Trajectories

Lightberry

Ali Attar & Stephan · ali@lightberry.com

Breakout Growth

Robotics software platform that makes robots speak and interact naturally. Exclusive US partner for Unitree (world's largest humanoid manufacturer). Sells software licenses, hardware upgrade kits, and modded robots to non-technical buyers in entertainment & hospitality.

$156K

Mar 2026 Revenue

$44.5K

ARR

~$4.2M

Cash in Bank

~$50K/mo

Burn Rate

Monthly Revenue Trajectory

Jan '26

--
pre-revenue

Feb '26

$23K

Mar '26

$156K +578%

ARR Trajectory

Feb '26

$20K

Mar '26

$44.5K +122%

Quarterly Detail

Month	Revenue	ARR	Cash	Burn	Highlights
Jan 2026	--	--	$4.5M raised	--	Unitree contract kicked in. Featured on YC website. Closed fundraise at $4.5M.
Feb 2026	$23,000	$20,000	~$4.2M	$30K/mo	First 2 software licenses sold ($10K/yr/robot). Deployed in Japan (Toyota partner), France, USA.
Mar 2026	$156,000	$44,500	~$4.2M	$50K/mo	First 6-figure month. Sold robots + hardware upgrades + licenses. Inbound leads from Unitree (~1/day). Hired 3 people (Pixar alum, nuclear engineer, robotics intern).

Assessment

Lightberry is the clear standout. From zero to a $156K month in under 3 months is exceptional execution. The Unitree partnership is a distribution cheat code, generating ~1 inbound lead/day from the world's largest humanoid manufacturer. ARR doubling monthly. With $4.2M in the bank and ~$50K/mo burn, they have 80+ months of runway even without further revenue. The risk is concentration: Unitree dependency and early-stage team scaling. But the trajectory is genuinely impressive.

Cyberdesk

Mahmoud Al-Madi · mahmoud@cyberdesk.io

Plateaued

AI-powered computer-use automation platform. Builds end-to-end browser and desktop automations ("runs") for enterprises. Customers include Opendoor and Axle Health. Closed $2.2M seed in Sep 2025.

$11K

Apr 2026 MRR

10

Customers

$2.15M

Cash in Bank

$16.1K/mo

Net Burn

MRR Trajectory

Oct '25

$6.2K

Nov '25

$10.7K +42%

Dec '25

$10.1K -5%

Jan '26

$11.6K +15%

Feb '26

$11.5K -1%

Mar '26

$12K +4%

Apr '26

$11K -8%

Usage (Runs/Month)

Oct '25

3,435

Nov '25

4,953

Dec '25

2,533

Jan '26

3,678

Feb '26

21,497 4.8x

Mar '26

7,951

Apr '26

9,254 +14%

Monthly Detail

Month	MRR	Customers	Overages	Net Burn	Cash
Oct 2025	$6.2K	9	--	$17K	$2.16M
Nov 2025	$10.7K	13	--	$7K	$2.15M
Dec 2025	$10.1K	13	--	$2.8K	$2.17M
Jan 2026	$11.6K	13	$1K	$8.3K	$2.17M
Feb 2026	$11.5K	12	$8.4K	$8.9K	$2.17M
Mar 2026	$12K	11	$2K	$8.9K	$2.17M
Apr 2026	$11K	10	$543	$16.1K	$2.15M

Assessment

MRR has been flat at ~$11K for 6 months while customer count is steadily declining (13 → 10). That is a concerning trend. The Feb usage spike (21K runs) was driven by a single customer and didn't repeat. The positive: burn is extremely low ($8-16K/mo) so $2.15M in the bank gives 130+ months of runway. Cyberdesk has survival time to find product-market fit, but the current trajectory is stagnant. They need a growth unlock (enterprise pipeline, product-led expansion) or the slow customer attrition will continue eroding MRR.

IronGrid

Fern Morrison & Gabriele Pozzato · fern@getirongrid.com

Pre-Revenue (Pivoting)

Originally robotics insurance (writing & pricing policies for autonomous systems with Apollo/Lloyd's backing). As of May 2026, ended battery contracts to pivot fully into "robotics and physical AI." Revenue was consulting/brokerage-based, not yet from core insurance product.

$0

May 2026 Revenue

0

Paying Customers

Pending

Apollo Deal

$10K

Your SAFE

Monthly Revenue Trajectory

Oct '25

$4.5K

Nov '25

$2.6K -42%

Dec '25

$1.4K -46%

Jan '26

$0 paused

Feb '26

$1.4K

Mar '26

$5.7K +307%

Apr '26

$2.6K -54%

May '26

$0 pivot

Monthly Detail

Month	Revenue	Customers	Key Development
Oct 2025	$4,500	3	Streamlined focus to robotics policy. Licensed in 5 states.
Nov 2025	$2,600	1	First robotics policy drafted. AgiBOT data partnership (500h+ operational data).
Dec 2025	$1,400	1	Initiated Apollo capacity partnership. Jupiter Power renewed for 2026.
Jan 2026	$0	1	Advanced Apollo diligence. Contract renewal pause.
Feb 2026	$1,400	1	Full policy package submitted to Apollo. Brokerage appointments with Vouch, Lockton.
Mar 2026	$5,700	2	Vouch terms finalized (13.5% commission). First engineering hire (KC Chatterjee).
Apr 2026	$2,600	1	Kinsale appointed as first carrier. Regulatory requirements completed.
May 2026	$0	0	Pivot: ended battery contracts, full focus on robotics & physical AI. Apollo deal still pending.

Assessment

High risk, binary outcome. IronGrid has been stuck on the Apollo deal for 6+ months with repeated "launching next month" updates. The May 2026 pivot (ending battery revenue, going to zero customers) is a bold bet that the Apollo insurance product will eventually launch. The single-point-of-failure dependency on Apollo is openly acknowledged. Revenue has been negligible consulting/brokerage work, not core product. This is now essentially a pre-launch startup again. The upside case (first-mover robotics insurance with Lloyd's backing) is compelling if they can close, but execution risk is very high.

Locato

No Data Found

No investor update emails found for "Locato" in the connected Gmail account. The search returned zero results. This company may send updates to a different email, go by a different name, or may not have sent updates yet. Worth double-checking the company name and any alternate spellings.

Portfolio Summary

Company	Sector	Latest Revenue	Trend	Runway	Signal
Lightberry	Robotics Software	$156K/mo	▲ Breakout	80+ months	Strong
Cyberdesk	AI Automation	$11K MRR	▬ Flat / churning	130+ months	Watch
IronGrid	Robotics Insurance	$0 (pivot)	▼ Resetting	Unknown	Concern
Locato	--	--	No data	--	N/A