We back the few who can go the distance.

We partner with early-stage AI companies on the journey from Founder-led growth to go-to-market machine.

GC AI

CodeRabbit

Box

Bland

JFrog

BILL

HubSpot

Motive

Going the distance takes tenacity.

1/3

Founder

"You can't return the baby... The raw reality of startup resilience is that you just have to keep going."

Co-Founder

"Speed isn't just a competitive advantage, it's the only advantage that matters, and most companies lose not because they built the wrong thing but because they built the right thing too late and someone else was already there."

Founder and CEO of BILL

"Since founding Bill.com, I have been motivated by the desire to build solutions that make a real difference for small and mid-sized businesses."

Founder

Shlomi Ben Haim

"To be the company behind all the software updates in the world, you have to dream big, you have to build big, you have to expand."

Co-founder

"I have no problem being wrong. I have a problem with staying wrong."

Founder

"You have to always remain deeply paranoid and make sure you’re still innovating faster than everyone else. You’ve never fully made it."

Our approach

In your corner for reason, resources, or just the freedom to build.

How We Work

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AI Apps

Let the commodities be commodities

How to build defensible companies in the face of LLM “startup killers”.

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Verticals

Which AI verticals will have the next unicorn?

A framework for generative AI explosion in verticals.

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Go To Market

Introducing our GTM benchmark tool

See what “good” GTM looks like based on 175+ VC-backed startups.

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