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Mariana Minerals raised $310M, Valar Atomics raised $1B, OLIX raised $312M, The Intelligence Company raised $7.9M. Frontrun flagged all four first. tl;dr: Mariana Minerals raised a $310M Series B led by Khosla Ventures. Valar Atomics raised a $1B Series B led by Sequoia, plus a $200M credit facility. OLIX raised a $312M Series B at a $3.3B valuation. The Intelligence Company raised a $7.9M seed led by Index Ventures at $60M ARR. all announced august 3 2026. frontrun flagged them 104, 168, 91, and 168 days before the news, and the follow graph called all four rounds before the press did. who led Mariana Minerals' $310M Series B? Mariana Minerals raised a $310M Series B led by Khosla Ventures, with continued support from a16z and Breakthrough Energy Ventures, and new participation from Greenoaks, Halo Fund, Pax Ventures, StepStone Group, BHP Ventures, Washington Harbour Partners, Greycroft, General Innovation Capital Partners, Mitsubishi Corporation, In-Q-Tel, and Earthshot Ventures. Mariana is building a vertically-integrated minerals company: end-to-end autonomy, speed to market, and lower costs for critical minerals, the inputs every major industry is now short of. who led Valar Atomics' $1B Series B? Valar Atomics raised a $1B Series B led by Sequoia, with Valor Equity Partners, Atreides, Point72, and Conviction, alongside a $200M credit facility led by Erebor and J.P. Morgan. Shaun Maguire of Sequoia joins the board. Valar is building the largest nuclear sites in the world for industrial electricity, heat, and carbon-neutral synthetic fuels. who's in OLIX's $312M Series B? OLIX raised a $312M Series B at a $3.3B valuation, more than tripling its value in six months. the round saw participation from Arm, Fundomo, Hudson River Trading, Netflix co-founder Reed Hastings, and the UK government's Sovereign AI venture fund, with existing investors Plural, Hummingbird Ventures, Phoenix Court, Crane, Creandum, and Transition expanding their commitments. the UK-based company builds the infrastructure for frontier AI: specialised silicon connected by an optical network, unrolling models across racks like an assembly line instead of forcing a single chip to do everything. founder: James Dacombe. who led The Intelligence Company's $7.9M seed? the team of 10 behind DesignArena scaled from $5M to $60M ARR in 6 months, with 5.5M users across 190+ countries: models compete to fulfill real requests, and live user behavior is the benchmark. Mariana Minerals: flagged april 21, announced august 3. 104 days. Valar Atomics: flagged february 16, announced august 3. 168 days. OLIX: flagged may 4, announced august 3. 91 days. The Intelligence Company: flagged february 16, announced august 3. 168 days. the february flag landed on DesignArena, the product account, months before the parent company account existed. same company, same follow graph, receipt intact. this is the part worth reading twice. Valar: between the flag and the round, 12 tracked investors followed the company. Sarah Guo followed july 9; Conviction is in the round announced today. Shaun Maguire followed july 31, three days before he was announced on Valar's board. Mariana: two a16z partners followed in the final four days: one on july 30, and one the morning of the announcement. a16z is in the round. OLIX: flagged may 4 via Frictionless Capital's founder. then a Multicoin Capital partner followed june 26, and Cantos Ventures' founder followed july 29, five days before the announcement. The Intelligence Company: between the february flag and the round, the graph filled in with a Paradigm researcher, a YC general partner (Gustaf Alströmer, july 5; YC is in the round), Andrew Ng, an a16z GP, and finally Sofia Dolfe of Index Ventures, the day before Index led the round. none of that is inside information. it's public follow data, watched account by account, stamped the morning it happens. investors follow companies before they talk about them; the round is visible in the graph while the press release is still a draft. a $1.63B day for the receipt ledger. its receipt ledger has a 7-day minimum lead: a flag has to beat the round by at least a week to count as a discovery rather than a leak of imminent news. at 91 to 168 days, all four of today's rounds clear the bar with months to spare, and all four enter the ledger with sources. these four already raised. the useful list is the one where the round hasn't happened yet. frontrun watches the follow graphs of 1,000+ tracked venture investors on X and flags the companies they converge on, with a date, the morning it happens. every round Frontrun flagged before it was announced, with sources: /fundraises. last month: july 2026. see the signal this article is built on frontrun tracks the follow graphs of 2,000+ venture investors and flags companies months before rounds are announced. companies and founders surfaced on frontrun. curated, every week.

Mariana Minerals has resumed mining operations at the Copper One project in south-eastern Utah, marking the first global site to use autonomous tools across mining, refining and project execution managed by a single operating system. Mariana acquired the 10,000-acre site in late 2025 after purchasing Lisbon Valley Mining Company. Mining had been suspended in late 2024 due to rising costs and worker recruitment challenges, though refinery operations continued. The restart employs MarianaOS, integrating autonomous systems including Pronto's camera-based autonomous haul trucks, Sandvik's remote-controlled drilling, and Boston Dynamics' Spot robots for site patrols. PlantOS optimises refining using real-time data and machine learning. Mariana aims to increase production to 50,000 tonnes per annum of high-purity copper cathode by 2030.

Sandvik supplies autonomous drill rig head to Mariana Minerals' Copper One mine. Sandvik Mining has secured an order to supply a DR410i rotary drill rig, equipped for autonomous operation, to Mariana Minerals' Copper One mine in Utah, USA. The order was booked in 1Q26 and has been delivered to site, with commissioning of AutoMine(R) Surface Drilling ongoing. The project marks the beginning of a collaboration between Sandvik and Mariana Minerals to explore and advance autonomous surface drilling in a next-generation mining environment. In 1Q26, Mariana Minerals also purchased Deswik Mine Planning software for its Copper One mine, expanding its investment with Sandvik to include digital assets. Mariana Minerals is a vertically integrated, software-led mining company focused on the production of critical minerals. At its Copper One site, the company is developing an 'autonomy-first' operation, where equipment and processes are designed to be integrated into MarianaOS, Mariana's internally developed autonomous orchestration platform. As part of this approach, the Sandvik DR410i will be deployed as an autonomous-ready drill, with the rig integrated into MarianaOS using the high-resolution operational and subsurface data to optimise downstream decisions across the mine and processing plan. The Sandvik DR410i is a compact and high-performance rotary blasthole drill rig for surface mining, capable of drilling 152 - 251 mm holes. It features Sandvik's iSeries architecture and DRi system. The latter enables real-time data capture and supporting drill planning, execution, and analysis. With AutoMine(R) Surface Drilling, Sandvik currently offers fully autonomous surface drilling, allowing multiple rigs to operate autonomously from a remote control room. This solution enhances safety by removing personnel from the drill site, while improving consistency, utilisation, and overall productivity. Mats Eriksson, President of Sandvik Mining, said: "This project reflects a shared ambition to advance the role of automation in surface mining. By working closely with Mariana Minerals, we have the opportunity to further develop our autonomous drilling capabilities while supporting a new approach to mine design and operation." Turner Caldwell, CEO of Mariana Minerals, added: "Our vision is to build mining operations where autonomy is embedded from day one. Integrating Sandvik's drill platform into our broader system architecture is an important step towards creating a more connected and adaptive operation at Copper One." Beyond the initial equipment delivery, both companies are working towards continued collaboration as the Copper One project develops and as Mariana Minerals progresses additional projects in North America. Embed article link: (copy the HTML code below):