FUND III ACTIVELY DEPLOYING

We back founders who build what shouldn't exist — until it DOES.

$280M deployed across 47 companies. Average entry at $8M valuation. 3.8x realized MOIC. Uncompromising conviction from day zero.

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CO-INVESTED WITH:

YC SEQUOIA a16z ACCEL INDEX

ACTIVE PIPELINE — Q1 2025

All Pre-Seed Seed

Arkaive

INFRA IN DD

Lumoscale

AI TERM SHEET

Driftnode

FINTECH MONITORING

Veth Labs

BIOTECH IN DD

Quanta Sync

DEVTOOLS

142 REVIEWED THIS MO. / 6 ACTIVE DD

Y COMBINATOR SEQUOIA A16Z BENCHMARK ACCEL INDEX GENERAL CATALYST FOUNDERS FUND

Arkaive· Lumoscale· Driftnode· Veth Labs· Quanta Sync· Parallel· Orbitly· Stackform· Nocton· Cellar

[/001/] FUND PERFORMANCE

Capital deployed. Founders backed. Returns COMPOUNDING.

$0M

Deployed across 3 funds

Fund I: $40M
Fund II: $90M
Fund III: $150M

0

Portfolio companies

12 Exits
3 IPOs
32 Active

0.0x

Realized MOIC, Fund I+II

Top decile performance
Vintage 2018 & 2021

0%

Raised follow-on

From Tier 1 leads
within 18 months

[/002/] INVESTMENT THESIS

We invest in the INFRASTRUCTURE layer — not the apps built on top.

Every 10-year platform shift creates a new infrastructure requirement. We find it first. We ignore the noise of consumer trends and focus on the primitives that will power the next decade of software.

Infrastructure Layer

The picks-and-shovels play of every new computing paradigm. We back compute optimization, novel data stores, and decentralized physical infrastructure networks.

87%

AI-Native Products

Not AI features bolted onto legacy software. Native from line one. Models as a service, specialized routing layers, and cognitive architectures.

73%

Developer Tooling

The companies that make 10M developers 10x faster. CI/CD primitives, novel testing frameworks, and secure-by-default environment managers.

91%

FinTech Rails

Settlement, compliance, and money movement rebuilt from primitives. We ignore consumer neobanks and focus on B2B ledgers and cross-border settlement.

68%

[/003/] PORTFOLIO — FUND I · II · III

47 companies. 12 exits. One consistent PATTERN.

[View all 47]

Arkaive

INFRA

Next-generation object storage built for AI inference workloads.

STAGE: SERIES A

$4.2M +340% YoY ARR

Lumoscale

Cognitive architecture for enterprise workflow automation.

STAGE: SERIES B (SEQUOIA LEAD)

420K Developers active

Driftnode

FINTECH

Ledger primitive for cross-border settlement.

EXITED

Acquired by Stripe 2.1x in 18mo

Parallel

DEVTOOLS

Ephemeral environment manager for monorepos.

STAGE: SERIES A

$18M Raised (YC W23)

Quanta Sync

INFRA

Distributed lock management for edge networks.

STAGE: SEED

12K Enterprise seats

Veth Labs

BIOTECH

Computational pipelines for protein folding simulation.

STAGE: SEED

$8M Pre-product funding

[/004/] FOUNDER PROCESS

From intro to term sheet in 18 DAYS — average.

Intro Call

30min. No deck required. We assess alignment immediately.

Market Deep Dive

60min. We do the research first. We debate the premise.

Reference Checks

We call your champions AND your critics. Truth over hype.

IC Presentation

45min. You answer hard questions once to the full team.

Term Sheet

Wire in 7 days from signature. Partnership begins.

[/005/] PORTFOLIO COMPOSITION

Infrastructure is 87% of our RETURNS — so it's 87% of our focus.

Not diversification for its own sake. Pattern recognition applied systematically across core layers.

Infrastructure

AI-Native

Dev Tools

FinTech Rails

[/006/] INVESTMENT COMMITTEE

We've built companies. Then we learned to pick BETTER ones.

Marcus Held

GENERAL PARTNER

STRIPE | PLURAL

LED ARKAIVE SEED

Sophie Devereux

GENERAL PARTNER

MCKINSEY | INDEX

LED LUMOSCALE SERIES A

Jin Takasugi

PRINCIPAL

LINEAR | VERCEL

LEADS DEVTOOLS

Cara Montez

CFO & COO

SEQUOIA | GOLDMAN

FUND OPS & STRATEGY

[/007/] FOUNDER VOICES

We only care what founders say — not what THEY say.

"Vectis called us before we knew we were fundraising. Term sheet in 11 days. Marcus rewrote our pricing model on call 2."

Yuki Tanaka

CEO ARKAIVE — $4.2M ARR, 18MO POST-SEED

via Vectis Founder Survey 2024 SERIES A

"Most VCs lead with valuation debates. Vectis led with 3 enterprise intros in week one. The value was immediate."

Priya Sheth

CEO VETH LABS — SERIES A AT 6X SEED

via Vectis Founder Survey 2024 SEED

"Sophie passed on us at pre-seed. Called back 6 months later with a Series A lead. Intellectually honest like no one else."

Damien Koch

CEO DRIFTNODE — ACQUIRED BY STRIPE

via Vectis Founder Survey 2024 EXITED

[/008/] JOIN THE PORTFOLIO

Build something that
shouldn't exist yet.

We read every application. No cold intros required. Decision in 14 days.

Apply for Funding Apply for Funding

Download Fund Deck

CURRENTLY DEPLOYING FROM FUND III — $280M — ACCEPTING PRE-SEED THROUGH SERIES A

We back founders who build what shouldn't exist — until it DOES.

Capital deployed. Founders backed. Returns COMPOUNDING.

$0M

0

0.0x

0%

We invest in the INFRASTRUCTURE layer — not the apps built on top.

Infrastructure Layer

AI-Native Products

Developer Tooling

FinTech Rails

47 companies. 12 exits. One consistent PATTERN.

Arkaive

Lumoscale

Driftnode

Parallel

Quanta Sync

Veth Labs

From intro to term sheet in 18 DAYS — average.

Intro Call

Market Deep Dive

Reference Checks

IC Presentation

Term Sheet

Infrastructure is 87% of our RETURNS — so it's 87% of our focus.

We've built companies. Then we learned to pick BETTER ones.

Marcus Held

Sophie Devereux

Jin Takasugi

Cara Montez

We only care what founders say — not what THEY say.

Yuki Tanaka

Priya Sheth

Damien Koch

Build something thatshouldn't exist yet.

Build something that
shouldn't exist yet.