FAQ.
We invest in Pre-seed and Seed companies, and write initial checks of up to $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.
SpaceX
Designs, manufactures, and launches advanced rockets and spacecraft.
Figma
The leading collaborative design tool for building meaningful products.
Poolside
Generative AI to speed up software development.
Whatnot
The largest live shopping platform in the US, UK, and Europe.
Digits
The world's first end-to-end AI accounting platform.
Lemi
AI-powered robots for daily life.
Motherduck
A serverless, easy to use data analytics platform.
Omni
The BI platform for every team in your organization.
Stoke Space
Seamless mobility to, through, and from space.
Mysten Labs
A web-based un-hosted blockchain wallet that allows you to store, send & receive assets on the Sui blockchain.
Atmo
Ultra-precise AI-weather forecasting.
Mitra Chem
Building a North American battery materials champion.
Luminai
AI that automates enterprise workflows.
Orb
Flexible usage-based billing, engineered for modern software businesses.
Streamline
AI for in-house legal intake, workflows, and reporting.
Superdial
AI that automates outbound healthcare phone calls.