Fund profile / United States

Collide Capital Fund II

Geography: United States
Stage: Pre-Seed
Fund size: $95M
Focus: Enterprise Software, FinTech and Supply Chain
Signals: Published

N°01 / About

About Collide Capital Fund II

Collide Capital Fund II is a $95M fund for pre-seed and Series A companies in fintech, supply chain, and future-of-work. NYC-based firm founded in 2021, total AUM past $170M. Writes $1M–$3M checks, targeting 30+ companies over 3.5 years. UC Endowment re-upped from Fund I.

N°02 / Thesis

Investment Focus

Location / RegionUnited States

Funding StagePre-Seed

Industry Focus

Enterprise Software

FinTech

Supply Chain

Investor Signals Profile

active

Sweet Spot

Operator-turned-founder building AI agents or enterprise infrastructure in fintech, supply chain, agri-tech, workforce, or critical minerals

fintech-infrastructure

supply-chain-tech

future-of-work

diverse-founders

agri-tech

critical-minerals-processing

energy-infrastructure

ai-agents

workforce-automation

Bullish Signals

UC Endowment re-upped — strongest institutional validation signal possibleblog

Fund II closed at $95M, a 44% step-up from Fund Iblog

Direct Fortune 500 procurement introductions compress enterprise sales cycle to 3 monthsblog

Compute credits from Anthropic, Amazon, Microsoft, Alphabet reduce portfolio burnblog

NYC Tech Week 'Ones to Watch' feature — rising visibilityexternal

Both GPs named among 58 Black investors driving VC changeexternal

Agri-tech portcos Lasso & Helios show thesis expandingexternal

Active MBA Fellowship pipeline — steady talent & deal flowexternal

AfroTech 2023 active presence — strong founder community engagementtwitter

Spring & Fall MBA Fellowship cycles running — consistent sourcing machinetwitter

Partnership with NM Financial on fintech pitch competition & Money20/20twitter

Critical minerals processing report identifies durable venture chokepointsexternal

Thesis expanding into energy & defense supply chain infrastructureexternal

Permitting, financing, provenance software opportunities in rare earth marketexternal

Hands-on NYC investor networking events — approachable, low-pressure sourcingtwitter

Helios AI $3M raise + Hunger Exposure Index deployment — agri-tech momentumtwitter

Jelou AI 2.0 agents: end-to-end payments, credit, identity, sales automationtwitter

TeamOhana CEO advising CoreWeave on AI workforce planning infrastructuretwitter

Anadyr Horizon: scenario planning & resilience software gaining tractiontwitter

Contrarian Signals

PLG or consumer GTM founders will not benefit from corporate pipelineblog

Fund size still below comparable non-diverse peers — structural LP gap persistsblog

Concentration in three verticals creates downturn exposure riskblog

Thesis creep into agri-tech — focus dilution riskexternal

Critical minerals expansion signals broader mandate shift from core verticalsexternal

AI agent expansion may dilute focus from infrastructure core thesistwitter

Founder Do's

Highlight enterprise sales motion and Fortune 500 customer potential upfront

Emphasize domain expertise from operating inside the industry you are rebuilding

Mention if you are a founder from an underrepresented background — it is a sourcing thesis fit

Show how compute credits from cloud providers would accelerate your roadmap

Target pre-seed or Series A raise between $1M and $3M

Connect to supply chain chokepoints: permitting, financing, provenance, or recycling software

Attend NYC investor events to build relationships with Collide Capital team

Build AI agent infrastructure solving end-to-end enterprise workflows: payments, identity, credit, sales

Founder Don'ts

Don't pitch if your GTM is purely PLG or consumer-first — corporate pipeline won't help you

Don't lead with diversity as your primary differentiator — returns are the headline

Don't approach without a clear fit in fintech, supply chain, future-of-work, agri-tech, or critical minerals

41 signals on Collide Capital Fund II

19 bullish · 6 contrarian · 8 pitch do's · 3 don'ts · 5 GP profiles, each with its source. From €9/month, cancel anytime.

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Facts

Fund Overview

Fund Size$95M

Saves0

Website

People

Key People

Brian Hollins, Aaron Samuels

Brian HollinsCo-Founder / General Partner

Aaron SamuelsCo-Founder / General Partner

Henri Pierre-JacquesPartner

Marlon C. NicholsPartner

Andrew PengTeam Member / Engagement Lead

Backers

Known LPs

University of California EndowmentFoundation / Endowment

N°04 / See also

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