Fund profile / United States

GTMfund (II)

Geography
United States
Stage
Pre-Seed
Fund size
$54M
Focus
SaaS
Signals
Published
Share
N°01 / About

About GTMfund (II)

GTMfund (II) is a venture capital firm based in United States, focusing on Pre-Seed stage investments. The fund actively supports founders building innovative solutions in SaaS, providing strategic guidance and capital to help startups scale.

N°02 / Thesis

Investment Focus

Location / RegionUnited States
Funding StagePre-Seed
Industry Focus
SaaS

Investor Signals Profile

active

Sweet Spot

AI infra founders who own distribution, verticalize fast, embrace community

AI infrastructure
GTM / distribution
vertical integration
voice agents
multiplayer agents
open source AI
AI-native enterprise
founder interviews
sales leadership
early-stage support
founder democratization

Bullish Signals

Connected to a16z $1.7B AI infra dealsexternal
Early backer ElevenLabs Series A–Dexternal
GTMnow podcast: 16K+ followers, high reachexternal
GP Jennifer Li confirmed: a16z General Partnerlinkedin
Portfolio: Harvey, ElevenLabs, Fal — all category leaderslinkedin
AngelList sponsorship signals active fund ecosystemlinkedin
Voice agent thesis validated by early portfolio winslinkedin
Proaction $4.2M round: AI-native fleet mgmt verticalizationlinkedin
19,956 followers on LinkedIn: active content distributionlinkedin
Backing founders rebuilding legacy categories with AIlinkedin
Securing exclusive interviews with $1.5B+ founder CEOssocial
Chris Lee (Deel) podcast validates GTMfund credibilitysocial
Fund III led Dock pre-seed, YC S26 pre-selectlinkedin
Dock validates multiplayer agent workspace thesisexternal
Branch founders ($100M+ ARR) now building agentsexternal
Max Altschuler: Influencer GP with YC network accesslinkedin
Sophie promoted to Partner: 3-year stability confirmedlinkedin
Paul Irving, Jason Demant named: core GP team stablelinkedin
Team processes world-class, founder-obsessed, collaborative structurelinkedin
Annual AGM event: active founder community gatheringslinkedin
Team explicitly: 'all in with founders' commitment languagelinkedin

Contrarian Signals

Content-heavy, fund thesis still vagueexternal
Jennifer Li is a16z GP — not GTMfund GPlinkedin

Founder Do's

Sprint to default brand in open category
Build future functionality before models ready
Target consumer AND enterprise from day one
Vertically integrate: API + full product suite
Compose open-source + frontier models
Rebuild legacy categories with AI from ground up
Go on GTMnow podcast to scale visibility
Ship multiplayer/team-oriented agent workflows, not solo chat
Partner with GTMfund for collaborative early-stage support

Founder Don'ts

Build only to today's model capabilities
Single-layer product plays — get sandwiched
Ignore prosumer-to-enterprise crossover path

40 signals on GTMfund (II)

21 bullish · 2 contrarian · 9 pitch do's · 3 don'ts · 5 GP profiles, each with its source. From €9/month, cancel anytime.

Facts

Fund Overview

Fund Size$54M
Saves0
People

Key People

Max Altschuler

Jennifer LiGeneral Partner
Sophie BuonassisiPartner
Max AltschulerInfluencer General Partner
Paul IrvingGeneral Partner
Jason DemantPartner
N°04 / See also

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