DFX Intelligence
Menlo Inflection AI Partners II, L.P.
As of · the latest observation of this vehicle; each figure below carries its own filing date
Newly closedClosed to new capitalADV: Venture Capital Fund
As of · the latest observation of this vehicle; each figure below carries its own filing date
4 additional principals
Every relationship, signal and contact on this record, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Nothing material in the last 365 days. Last change: 7 Mar 2025, Latest Form D filed on 7 Mar 2025: $37.8M sold of $37.8M offered, 3 investors. A Form D amount is what was sold at the filing, never a final close.
Drawing the relationship network…
Amounts, each with its basis
- Vintage
- 2025basis: form d first sale
- Target
- unknownnot announced
- First close
- unknownnever inferred from a Form D
- Final close
- unknownonly from an announcement or an LP disclosure
- Announced size
- unknown
- Form D offering
- $37.8Mwhat may be sold, not what was raised; file 021-540191, sworn by the adviser or filed under this vehicle
- Form D sold
- $37.8Mas of the filing of Mar 7, 2025, 3 investors
- First sale
- Feb 21, 2025
- Reported GAV
- $107Mon the Form ADV filed Sep 14, 2026; the fund's assets, never its size or dry powder
- Owners (ADV)
- 1
- Reported on ADV
- Sep 14, 2026 to Sep 14, 2026
Fundraising evidenceWhat counts as raisingA Form D offering is permission to sell, not a fund in market; an amount sold is never a close; an evergreen offering amended every year is not a raise.
Closed to new capital
Form D filed or amended 2025-03-07: the stated $37.8M offering reported fully sold (fr-1)
evidence dated Mar 7, 2025.
LifecycleNewly closed
first sale within 24 months; Form D sold out or quiet
first sale: Feb 21, 2025vintage year: 2025adv gav as of: Sep 14, 2026vintage basis: Form d first saleform d sold: $37.8Mform d offering: $37.8Mform d latest filed at: Mar 7, 2025
The fund's own reporting through time
2 Form ADV filings
| Filed | Type | Gross asset value | Owners | Min. investment | Adviser-owned | Audit | |
|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | Venture Capital Fund | $107M | 1 | $10.0M | 0% | ||
| Sep 14, 2026 | $107M | 1 | $10.0M | 0% |
Principals and agents
7 principals on Form D, 0 placement agents
- MVM GP, L.L.C. Director
- Menlo Inflection AI GP II, L.L.C. Director
- Matthew Murphy Director
Service providers
1 named on Form ADV Schedule D and Form D
- AuditorEY · SAN FRANCISCO, California, United StatesForm ADV filed Mar 31, 2026 reports.adviserinfo.sec.gov
Limited partners and their reported performanceWhose numbers these areEach row is the LP’s own number: its cash flows and its valuation policy as of its reporting date, not the fund’s. Net IRR is printed only when the LP prints one. The vintage is the LP’s definition (CalPERS: year of its first cash flow; WSIB: year of its initial investment).
0 public LP reports
No public LP has reported this vehicle. The LP tape is read from public pension disclosures (see Limited partners); a fund appears here only when an LP’s report names it.
Known LPs and allocatorsWhat these amounts and dates areA commitment date prints only when the source printed one; otherwise the row carries the date of the report that listed it. A foundation’s 990-PF line is a holding at fair value on its return, never a commitment.
0 relationships, public pensions and the allocator graph, each counted once
No allocator names this vehicle in a public disclosure DFX holds: pension reports, foundation 990-PF returns or endowment disclosures.
Investments attributed to this vehicle
0
No investment attributed to this vehicle. The firm’s investments sit on the firm; a fund gets one only when a source names the vehicle.
Timeline
2 events
- Mar 31, 2026Menlo Inflection Ai Partners II, L.P. first reported on Form ADV by Menlo Ventures (Venture Capital Fund), GAV $107,415,678Fund first reported on Form ADV Inference Form ADV
- Mar 7, 2025Menlo Inflection AI Partners II, L.P. filed Form D: $37,840,000 sold of $37,840,000, Venture Capital FundForm D filed Fact Form D
Evidence
17 observations
Every observation on this vehicle
- Adv pdf fund: 107,415,678 Sep 14, 2026 Fact Form ADV
- Entity type: Limited Partnership Mar 7, 2025 Fact Form D
- Form D fund type: Venture Capital Fund Mar 7, 2025 Fact Form D
- Form D industry group: Pooled Investment Fund Mar 7, 2025 Fact Form D
- Amendment: false Mar 7, 2025 Fact Form D
- Revenue range (Form D): Not Applicable Mar 7, 2025 Fact Form D
- Incorporated: withinFiveYears Mar 7, 2025 Fact Form D
- Jurisdiction: Delaware Mar 7, 2025 Fact Form D
- Amount sold (Form D): $37.8M Mar 7, 2025 Fact Form D
- Offering amount (Form D): $37.8M Mar 7, 2025 Fact Form D
- Exemptions: 06b, 3C, 3C.1, 3C.7 Mar 7, 2025 Fact Form D
- First sale: 2025-02-21 Mar 7, 2025 Fact Form D
- Investors (Form D): 3 Mar 7, 2025 Fact Form D
- Minimum investment (Form D): 0 Mar 7, 2025 Fact Form D
- Securities offered: pooled Mar 7, 2025 Fact Form D
- Office address: Mar 7, 2025 Fact Form D
- Year of incorporation: 2025 Mar 7, 2025 Fact Form D
Relationships across DFX
on 2 other DFX graphs
Across the graphs
Menlo Inflection AI Partners II, L.P. is the same institution as 2 records in RIA and Wealth and Family Offices.
RIA and Wealth1Family Offices1
DFX found 2 relationships across 2 datasets
Which record it is in each graph, what it is called there, and how the two were matched.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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Record history
2 dated events on the change ledger, latest event first
- Fund first reported on ADV2026-03-31source on record
- Form D filed2025-03-07source on record
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.