I back early-stage founders building deep technical advantages in AI systems and hardtech. Across 15+ direct investments, the active portfolio tracks at a ~5x multiple. I write first checks at pre-seed and seed, often via SAFE notes, and work closely with teams across the Y Combinator ecosystem.
Jasper AI
First Check (SAFE)Enterprise generative AI platform for marketing, content creation, and team workflows. Outlier investment returning 125x on paper.
Squad
SeedMobile-first screen sharing and synchronous social interaction platform. Acquired by Twitter in December 2020, delivering a 2x cash exit.
StratumAI
Seed (YC W20)AI-driven subsurface mapping and predictive modeling for mineral extraction, reducing exploration waste and finding copper and critical metals.
Hudson Labs
SeedNatural language processing platform analyzing financial filings and SEC documents to detect governance risks and fraud (formerly Bedrock AI).
Plura
Seed (YC W20)Social commerce and recommendation infrastructure built for creator-driven brands, streamlining consumer purchase paths.
Tangent.ai
SeedComputer vision and machine learning engine delivering personalized beauty and cosmetic diagnostics to retail shoppers.
What I Look For & Founder Pitch
Investment Focus
- Core Sectors: Applied foundation models, frontier audio/multimodal AI, and hardtech with clear physical moats.
- Stage: Pre-seed and seed checks. First institutional or angel checks via standard SAFE notes.
- Founder Profile: Relentless technical builders with unique domain insight, fast shipping cadences, and strong distribution instincts.
- Decision Speed: Rapid decisions. Zero committees, zero multi-week stalling.
How I Help Founders
- Technical Architecture: Direct reviews of model training pipelines, audio-visual signal architectures, and evaluation setups.
- Talent & Introductions: Warm connections to research scientists, engineering leaders, and tier-1 seed funds.
- Customer Validation: Introductions to early enterprise design partners and technical buyers.
Are you building in AI or hardtech? Send a short email with your one-liner, demo or prototype link, and pitch deck.
Pitch Vivek (Direct Email)