The Future of Data Center Intelligence— Why Banyan AI Fund I Invested in Aravolta

At Banyan, we only invest in one thing: AI-native technology.

Not AI as an afterthought. Not “AI-enabled.” We back founders building from day one with AI at the core — and who are reshaping the foundational layers of the economy in the process.

That’s exactly why we invested in Aravolta.

Why This Matters

Modern AI workloads — especially inference at scale — are pushing infrastructure to its limit. But the software managing the physical layer of that infrastructure is outdated, fragmented, and not built for what’s coming next.

DCIM tools haven’t evolved in over a decade. Compliance is still manual. Load balancing doesn’t account for GPU racks or liquid cooling. And outages still cost millions.

Aravolta fixes most if not all of these persistent issues.

What They’ve Built

Aravolta is the new intelligence layer for data centers.

  • Real-time monitoring across racks, servers, cooling, and power
  • Predictive failure detection and load shifting
  • Compliance-as-a-Service for EU 2023/1791, ISO/IEC 30134-2, and more
  • A single pane of glass for BMS, EPMS, and hybrid GPU environments
  • Designed for GPU-first, liquid-cooled, AI-native deployments

This isn’t a patchwork upgrade to legacy tools. This is a complete redesign for the age of GenAI.

Why It Fits Our Thesis

Banyan’s investment thesis is simple and focused:

We invest in AI-native infrastructure and application software — companies designed from the ground up to unlock the full potential of AI.

Aravolta sits squarely in our AI-native infrastructure category. They increase GPU efficiency, reduce operational risk, and remove compliance bottlenecks. That means faster time-to-market for AI-native applications and lower total cost of ownership for the companies deploying them.

They don’t just monitor infrastructure. They make AI-native infrastructure viable at scale.

Why Now

The shift to AI-native computing is accelerating — but infrastructure is the choke point. Every enterprise is asking the same question:

How do we scale our AI workloads without adding 3x more cost?

Aravolta is a big part of the answer.

  • $6B+ serviceable market today
  • Demand fueled by inference, regulation, and energy complexity
  • No modern competitor with true compliance, observability, and GPU-first design

Why We Backed the Team

The founders — Margarita Groisman and Jack Sutton — are not just world-class engineers. They’ve deployed MI300x, H100, and DPU clusters. They’ve built full-stack platforms used at scale. They’ve won major national competitions and worked on key GPU infrastructure build out at Microsoft and launched products at Patreon, Bubbl, and more.

They’re technically elite, but more importantly — they ship fast, they know the customer, and they’re building from first principles.

The Banyan View

We believe Aravolta will become the default software layer for modern data centers — powering everything from enterprise inference clusters to hyperscale deployments.

It’s not just aligned with our thesis — it expands what’s possible for every other company we invest in.

If you’re building AI-native infrastructure, Aravolta is the system you’ll use to keep it running.

Banyan is the only AI-native fund based in New York.
We back founders building the deepest layers of tomorrow’s stack — infrastructure, chips, developer tooling, and AI-native software.

📩 Want to meet the team, co-invest, or pitch your startup?
Reach out: sam@banyan-vc.com