Read more about how we’re thinking and where we’re investing here.
Recent Posts
Version One
Over the past 13+ years, we’ve written a lot on this blog — investment announcements, portfolio recaps, year-in-reviews. But a handful of posts have captured something deeper: the ideas and convictions that actually guide how we invest. If you’re a founder trying to understand what makes us tick, or just curious about how our thinking […]
Portfolio, Version One
Last-mile delivery is one of those markets that looks simple at first glance—until you dig in and realize how much of it is held together by workarounds. As quick commerce scales across India, delivery volumes are exploding. Companies want to deliver more. But the vehicles powering those deliveries haven’t really kept up. Most are still […]
News
Happy New Year! The final quarter of 2025 brought meaningful momentum across the V1 portfolio, with founders closing Q4 strong and building toward an even bigger 2026. We’re excited to carry that progress into the months ahead. Before we fully shift our focus to what’s next, here’s a look back at a few highlights and […]
Version One
After more than 13 years of building Version One, 2025 was easily one of our wildest years—in the best possible way. We made nine new investments (our most in one year ever), spanning six different categories. We also distributed over $25M back to LPs across Funds II and III. And on top of all that, […]
News, Portfolio, Version One
We’re excited to share that Arctus Aerospace has raised a $2.6M pre-seed round, led by Version One Ventures alongside South Park Commons, gradCapital, and a group of angels including Balaji Srinivasan and Srinivas Narayan of OpenAI. Arctus is building something rare: a fundamentally new category of high-altitude, long-endurance autonomous aircraft for real-time Earth observation. Their […]
Crypto / Blockchain, Portfolio, Version One
We’re excited to announce our investment in Loon, a Canadian company building the country’s first regulated digital dollar. Version One led Loon’s $3M pre-seed round, alongside Garage Capital and a group of strategic Canadian angel investors. Loon is on a mission to create trusted, transparent payment infrastructure for Canada’s digital economy — starting with CADC, […]
Portfolio
It’s hard to believe we’re already three quarters into the year. At V1, we’re all about finishing strong, and Q3 gave us plenty of reasons to be excited about what’s ahead. As always, we’ve rounded up a quick snapshot of the action across our portfolio from the past quarter: Funding announcements We welcomed TRIC Robotics […]
Data / AI / ML
This November marks three years since the launch of ChatGPT. That moment brought AI into the mainstream, with large language models (LLMs) seen as the breakthrough technology powering it. Since then, innovation in AI has been relentless — perhaps one of the fastest cycles we’ve ever witnessed in tech. It’s worth pausing to reflect on […]
Portfolio
Robotics has been a core focus of my time in deep tech. I recently wrote a post sharing our considerations on robotics and we’ve made three investments in the category within the past year, including Optimotive. Today, I am thrilled to be able to share the news that we’ve led the $5m seed round of […]
Portfolio
It’s been an eventful quarter (when has it not?), and somehow we’ve already crossed the halfway mark of 2025. We wanted to take a moment to highlight just a few of the wins, milestones, and momentum we’ve seen this past quarter. As always, there’s a whole lot happening behind the scenes that can’t be shared […]
Version One
It’s been a while since I last wrote publicly about robotics, though it remains a core focus of my time in deep tech. Our previous post on the topic dates back to last July and given how quickly markets and technologies evolve (and how we naturally refine our thinking over time), it feels like the […]
Health / Biology, Portfolio, Version One
Shifting healthcare systems from reactive to proactive care is critical – the best outcomes occur when people can take action early, before a condition becomes a diagnosis. That’s why we are excited to announce that we have led a $2.5m pre-seed round for NiaHealth and are thrilled that they are coming out of stealth and […]
Version One
It’s been about a little over a month since I joined Version One and returned to early-stage venture after spending the past five years as a founder in the addiction treatment space. While a month is a short amount of time, it’s been fascinating to see how certain things have changed during my time away. […]
Portfolio
The V1 family kicked off the new year with fresh energy and no shortage of activity. Here’s a quick look at some of the highlights we’ve shared so far. With spring here, plenty of good news is paving the way for a strong year of growth. Fundraising news and milestones Moment Energy raised $15M in […]
Version One
As the saying goes, it’s hard to find a needle in a haystack. That’s exactly how it felt as Boris and I spent the past few years looking to grow our team. But just as we began to slow down our efforts, the perfect person appeared. It’s funny how, in both life and venture capital, […]
Version One
India has long been recognized as home to the largest developer ecosystem in the world, stemming from the global trend of outsourcing software development to India’s pool of skilled and cheaper developers. But what started as a move by Western companies to reduce development costs has now evolved into a thriving and dynamic tech hub […]
Version One
Happy New Year, everyone! While we’re excited to step into 2025, we want to take a moment and reflect on the incredible journey we’ve had at Version One over the past 12+ years. The experiences and lessons learned over this time have been pivotal in shaping our investment thesis and all that we do. ? We […]
Portfolio
Today, we are very excited to announce we’ve co-led the $5M Series A+ round for Bolt.Earth, India’s largest EV charging network. We joined our friends at USV and Prime Venture Partners (both returning investors). The Indian EV market grew by 40-50% in 2024 and enjoys strong government support. Bolt.Earth is India’s largest, most utilized, and fastest-growing charging network, […]
Portfolio
Yet another year has flown by. This past quarter was a busy one, which should come as little surprise as the whole V1 family has been working hard to close out the year and position themselves for a great 2025. Cheers to the ongoing momentum of our founders and all entrepreneurs in the coming year! […]
Version One
Every website needs a light refresh, if not a complete overhaul, every once in a while. And we’re no different. The last time we updated our website was back in 2018…a lot has changed since then! We launched a new thesis earlier this year: Backing mission-driven founders who are early in new areas. It’s only fitting that […]