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 […]
2025 Year in Review
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, […]
Announcing Our Investment in Arctus Aerospace: Building High-Altitude Autonomy
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 […]
Backing Loon: Building Canada’s Digital Dollar
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, […]