In recent posts, we've outlined our updated thesis around backing mission driven founders and explained…
News, Version One
Today marks the 10-year anniversary of Version One. What started with one small fund ($18m) and a solo general partner has developed into a real fund franchise with two GPs, six funds (four core, two opportunity), over $250m in assets under management, and 80+ investments around the world. We feel endless gratitude for reaching this […]
In recent posts, we've outlined our updated thesis around backing mission driven founders and explained…
We updated our investment thesis a few months ago…we invest in mission-driven founders at the earliest…
Today marks the 10-year anniversary of Version One. What started with one small fund ($18m) and a solo general partner has developed into a real fund franchise with two GPs, six funds (four core, two opportunity), over $250m in assets under management, and 80+ investments around the world.
We feel endless gratitude for reaching this milestone and for everyone who has contributed to the journey. Looking back at these ten years, several lessons stand out. Some were figured out quickly, and others we had to learn the hard way. Here are the most impactful things we’ve learned:
Ten years of early-stage investing brings amazing clarity about what matters: the founders, finding non-obvious opportunities, being early in a large market, having conviction, and being long-term partners to founders. While this clarity helps guide us today, early-stage investing is still very, very hard. But we wouldn’t want it any other way.
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 […]
It’s hard to believe that it has been three years since my first day at…
“It takes 10 years and $30m to become a great investor.” This quote has stuck…