We Back Builders

Web3 Infrastructure & Consumer Products

• Technical Excellence: We back teams with deep technical expertise building scalable, secure systems

• Product-Market Fit: Companies with proven traction and clear path to sustainable growth

• Category Creation: Founders building breakthrough products that redefine entire industries

• Composability: Infrastructure that enables ecosystem growth and developer adoption

Our Investment Approach:

• Early & Growth Stage: Seed to Series B investments across the company lifecycle

• Strategic Capital: $50K-$5M initial investments with reserves for follow-ons

• Long-term Partnership: Multi-year commitment with hands-on support through scale
  

Investment Criteria:

• Seed to Series B: Early stage companies with strong product-market fit signals

• Check Size: $50K-$5M initial investments with reserves for follow-ons

• Geographic Focus: Global investments with preference for US, Europe, and emerging markets

• Sector Focus: Web3 infrastructure, DeFi protocols, consumer crypto, and developer tools

Portfolio Construction:

• Concentrated Approach: 15-20 companies per fund to ensure deep partnership

• Lead Investor: We lead or co-lead rounds to maximize impact and board involvement

• Follow-on Strategy: Reserve 60% of capital for follow-on investments in breakout companies

Our team has 8+ years of deep Web3 experience across multiple market cycles. We've built and scaled Web3 companies ourselves, giving us unique insight into the technical and business challenges founders face.

• Portfolio companies have raised >$500M in follow-on funding

• Led investments in 50+ Web3 companies across DeFi, infrastructure, and consumer

• Built 8 successful Web3 companies including protocol and infrastructure layers

• Network includes 200+ Web3 founders and key ecosystem partners

• Track record of 3 unicorn exits and multiple successful acquisitions

We take a hands-on approach to supporting our portfolio companies beyond just capital. Our support includes strategic guidance, network access, and operational expertise.

• Strategic Guidance: Product roadmap, go-to-market strategy, and technical architecture

• Network Access: Introductions to customers, partners, talent, and follow-on investors

• Operational Support: Hiring, legal, regulatory, and business development assistance

• Technical Advisory: Architecture review, security audits, and scalability planning

Our due diligence process is thorough but founder-friendly, typically taking 4-6 weeks from initial meeting to term sheet. We focus on understanding your technology, market, and team deeply.

• Technical Review: Architecture assessment, security audit, and scalability analysis

• Market Analysis: Competitive landscape, addressable market, and growth potential

• Team Assessment: Founder-market fit, technical capabilities, and execution track record

• Reference Checks: Customer interviews, advisor feedback, and industry expert consultation

We prefer to lead or co-lead investment rounds to maximize our impact and ensure strong founder-investor alignment. This allows us to provide the most value to our portfolio companies.

• Lead Investor: We lead 70% of our investments, setting terms and coordinating the round

• Co-Lead: We co-lead with other top-tier VCs when strategic value is maximized

• Board Seats: We typically take a board seat in lead/co-lead investments

• Governance: We help establish strong governance practices and investor relations

We believe in being actively involved board members who add strategic value while respecting founder autonomy. Our board approach focuses on strategic guidance and long-term value creation.

• Monthly Board Meetings: Structured meetings focused on key metrics, strategy, and major decisions

• Strategic Planning: Annual planning sessions and quarterly strategy reviews

• Crisis Support: Available 24/7 for critical decisions and challenging situations

• Network Leverage: Leveraging our network for partnerships, hiring, and business development

We're not just investors - we're former founders who've built Web3 companies ourselves. This gives us unique insight into the challenges you face and the solutions that actually work.

• Founder Experience: We've built 8 Web3 companies and understand the technical and business challenges

• Deep Web3 Expertise: 8+ years in crypto across multiple market cycles and technology evolutions

• Concentrated Portfolio: 15-20 companies per fund means deep partnership and meaningful support

• Global Network: 200+ Web3 founders, key ecosystem partners, and industry experts

• Long-term Commitment: We invest in companies for 7-10 years with significant follow-on capital