Fund II · Actively investing
Venture’s best-performing segment is also its most overlooked.
We lead the seed extension and Series A rounds that follow — in companies at $1M+ in revenue and at or near breakeven, led by proven founders the market has overlooked. Many funds were built to write those founders their first check. Almost none operate at the next stage. Ours is built for it.
Fund I : 8% realized loss rate | ~10× revenue growth since initial investment | $360M+ ownership enabled | first distributions 2027
We invest where others aren’t looking.
That’s where the returns are.
Experienced, not first-time. The founders we back average 20+ years in their field before founding — seasoned operators the market reads as unproven.
Revenue compounded roughly tenfold.
Aggregate portfolio revenue since our first checks — the disciplined-middle thesis, measured. Directional and indexed to our entry.
Returns and impact aren’t a tradeoff. In our portfolio, they’re the same finding.
Seed extension and Series A rounds — the inflection point where companies are scaling and conventional venture hesitates — in capital-efficient companies outside the coastal hubs. Revenue has compounded roughly tenfold, and the fund is now in harvest — returning capital to investors.
Every company we back is led and controlled by BIPOC and/or women founders, most building outside major hubs, creating jobs and downstream infrastructure — family lending, waste digitization, player safety — at real scale.
in founder & employee ownership created across Fund I — unrealized and compounding, on the way to $1B+ targeted
jobs created across the portfolio
BIPOC workforce vs ~22% industry
Every dollar compounds outward — catalyzing follow-on capital, customers, and jobs.
Every fund says they partner. We’re structured to.
Partnership isn’t a line on a homepage — it’s designed into how the fund itself is built.
We don’t just fund your round. We help you raise the next one.
Founders tell us fundraising is their hardest problem — it can consume up to 80% of their time. Co-Pilot is our structured program to take that on: a focused two-month preparation, then hands-on support through the raise. We built it for Fund I founders; in Fund II it’s part of the model from day one.
of the portfolio on track for Series A
≈2× the ~25% Carta benchmark
Investment story & prep
Your narrative, financial model, and data room — investor-ready.
Targeted investor identification
The right investors for your stage and thesis — plus warm introductions.
Process management & negotiation
Hands-on through meetings, terms, and close.
The portfolio.
Building something the market is overlooking?
We partner with founders raising a seed extension or Series A, on a clear path to profitability and building ownership that compounds.
