Announcing our investment in GridBank

Today, we’re excited to announce that we’ve co-led the $6M seed round of GridBank, a company building the global transaction network for real-world data. At its core, GridBank turns every smartphone into a data node, enabling people to capture and sell real-world video, images, and location-tagged media to companies that need it. Pricing is dynamic […]

Q1 2026 Portfolio in Review

We’re a quarter of the way through 2026, and the V1 family is off to a fast start. Across the portfolio, teams are building with urgency, laying the groundwork for what we expect to be another strong year ahead. Before we get too far into Q2, we wanted to take a moment to share a […]

Five Posts That Define How We Think

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 […]

Announcing our investment in Pluto, solving last-mile delivery at the vehicle level

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 […]

Q4 2025 portfolio recap (+ Happy New Year!)

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 […]