Founders, we’re now investing out of NFX $325M Fund IV.
Like you, we are operators and entrepreneurs. We have built 10 companies that exited for more than $10B. So we’ve been in your shoes.
In 8 years, we built a firm that gives you the advantage. We invest in only 0.4% of the companies we look at, so your fellow CEOs are killers. We are one of the largest seed funds in the world with $1.5B under management, so we can give you more and support you for the long term. Our content makes us one of the four top VC publishers, so you get the word out about you. We have full time resources and a dedicated team to make sure you raise the best Series A.
We help with growth and network effects like no other. It’s in our name. Network effects are responsible for ~70% of the value created in tech.
Today, the world of technology is at a turning point. The surface area of investable ideas has increased by 10x due to underlying technology changes in AI, space, techbio, security, consumer platforms and crypto. Here are some themes we’re tracking this year and next:
- AI-first consumer experiences.
- Bioplatforms that will translate AI’s vision for a better world into reality.
- Non-consensus ideas traditionally considered “out of scope” for tech investors like space, or women’s health.
- Cybersecurity, especially at the application layer or for AI-native ecosystems.
- AI that allows small businesses to operate at enterprise scale.
- AI agents that are actively fusing software with labor.
- Longevity technologies that will help us live past 160.
- AI products that value retention as much as novelty.
- AI experiences that are stochastic, delightful – “software with a soul.”
We are looking to work with founders that fit with us: obsessive, competitive, disagreeable, opinionated, insanely smart, and neuro-divergent. Like us, you’re probably a bit crazy, love speed, and attention to detail. We prefer in-person teams. We will work with founders anywhere, but focus on the Bay Area and Israel. We lead pre-seed through Series A; initial checks typically range from $1.5m to $5M.
If we invest, it’s because we believe you – specifically you – can go the distance, and we commit to do everything in our power to get you there.
As Founders ourselves, we respect your time. That’s why we built BriefLink, a new software tool that minimizes the upfront time of getting the VC meeting. Simply tell us about your company in 9 easy questions, and you’ll hear from us if it’s a fit.