9 in 10 early bets raised follow-onwebsite
1 in 5 investments surpassed $1B valuationwebsite
1 in 10 early-stage investments went publicwebsite
$9B+ realized on <$2.5B investedwebsite
Iconic exits: Zoom, Veeva, Salesforce, Doximitywebsite
Zero partner turnover — rare stabilitywebsite
Each partner 1 deal/year — deep focuswebsite
Sole VC backer Veeva Series A (2008)website
Active new bets: Physical Intelligence, Gensparkwebsite
AINS Playbook — proprietary AI thesis frameworkwebsite
Connects founders to enterprise customers directlywebsite
Full team on every deal — not solo GPwebsite
Zoom: backed PLG-to-enterprise transition earlywebsite
Together AI: first conviction Series A backerwebsite
Returns fund non-profits: cancer, climate researchwebsite
Recognized emerging business models early: SaaS, verticalwebsite
Portfolio testimonial: transformative partner at every stepwebsite
Bill.com: channel expertise & GTM strategywebsite
Gusto: long-term thinking, customer obsessionwebsite
Ironclad: AI product vision coaching networkswebsite
Bland: shaped market perspective, active supportwebsite
Unify: customer connections, key early hireswebsite
Federato: aligned on social mission valueswebsite
Doximity: recruiting & SaaS business buildingwebsite
Bends odds on emerging to iconic trajectoryexternal
Coaching Networks framework prescient for AIwebsite
Proven expertise in emerging AI business modelswebsite
Early research on AI at work playbookswebsite
