FAQ.
We invest in Pre-seed and Seed companies. Our model enables us to flex up or down, but our initial check is typically 750k-$1.5M. We structured our fund to give founders the best advantage at the most critical early stage, meaning: we right-size checks to what your company needs. The result is less dilution for you and greater latitude to bring the best partners into your round, while focusing our time on your company growth.
We typically make investment decisions within 1-2 weeks, following the first meeting. We meet once over Zoom or in person with prospective founders, and then bring in the rest of the team for a couple more meetings. We don’t require consensus, but all of us have to be excited about every investment.
We’re focused on AI native companies. We look at the founders, the opportunity they’re going after, and how they think. We ask ourselves: What about this person and their history demonstrates they can do things that are extremely unlikely? In what ways are they reinventing an existing market, or creating a totally new one? And what is it about these individuals that give them an innate edge?
We focus on product and go-to-market because that’s where our team has a lot of experience. Right after the investment, we set-up a WhatsApp thread with each founding team so we can jump in on any big challenges or critical milestones. That often leads to calls or in-person sessions, plus introductions to key people in our circle. We are highly responsive, and we take our role with each company seriously.
We poll our founders regularly for feedback, here’s what they say.
AI companies are built differently.
We're a crew of product and go-to-market leaders from OpenAI, Meta, Twitter, and a16z. We exist to back the world's best AI native founders and help them reshape our world for the better. We go wide on product and deep on GTM. We are most often the first backer, and we invest selectively so we can give our maximum time and effort at the critical early stages.
We surround ourselves with some of the greatest minds in technology.
Our founders aren't a portfolio - they're our people.
Companies past and present.
Whatnot
The largest live shopping platform in the US, UK, and Europe.
Baseten
The infrastructure layer for AI inference at scale
SpaceX
Revolutionizing space technology
Figma
Prompt, code, and design from first idea to final product
Abridge
Generative AI for clinical conversations
Poolside
The foundation model company bringing intelligence to everywhere work gets done
Sunday Robotics
The helpful robotics company
Statsig
The modern product development platform (acquired by OpenAI)
Periodic Labs
The AI scientist
Stoke Space
100% re-usable rockets
Motherduck
The modern cloud data warehouse
Peregrine
The real-time public safety and police data management platform
Hadrian
The future of American production
Streamline
Your Legal Front Door & Intake Automation
Varda
Factories in space
Whoop
The most advanced fitness and health wearable
Superdial
Automated outbound healthcare phone calls
Applied Compute
Continual learning infrastructure for the enterprise
Noon
The AI-native product design platform
Omni
The AI analytics platform
Smack Technologies
The frontier AI lab for national security