Fund profile / United States

Metalayer Fund I

Geography
United States
Stage
Pre-Seed
Fund size
$25M
Focus
AI/ML, SaaS and Web3 Infrastructure
Signals
Published
Share
N°01 / About

About Metalayer Fund I

Metalayer is a high-conviction, first-check venture capital firm founded by Andy Kangpan, David Winton, and Mickey Graham (former executives from Two Sigma Ventures and Chainlink Labs). The firm focuses on backing founders reinventing the financial system using blockchain technology, with key areas including capital markets infrastructure, stablecoin/payment applications, and real-world asset (RWA) tokenization. Based in New York / Delaware, investing globally. Up to 30 early-stage blockchain startups targeted.

N°02 / Thesis

Investment Focus

Location / RegionUnited States
Funding StagePre-Seed
Industry Focus
AI/ML
SaaS
Web3 Infrastructure

Investor Signals Profile

active

Sweet Spot

Early-stage founder reinventing finance with blockchain

blockchain finance
DeFi
onchain rails
tokenization
RWA infrastructure

Bullish Signals

$25M closed, 30 target portfolioexternal
GPs ex-Two Sigma Ventures & Chainlink Labsexternal
Partnered with Uniform Labs for RWA liquidityexternal
9 distinct portfolio verticals confirmedwebsite
Portfolio includes leverage, stablecoins, settlement, tradingwebsite
Team: decade+ experience with largest financial institutionswebsite
Portfolio: institutional execution, disaster recovery, tax infrastructurewebsite
Explicit high-conviction, first-check investment thesiswebsite
10 portfolio companies across leverage, tax, execution, settlement, trading, yield, legacy transformation, liquidity, disaster recoverywebsite
Mission: empower founders building new global financial railswebsite
Portfolio includes tokenized RWA leverage, tax-deferred accounts, execution, clearing, trading venueswebsite
Synthetic dollar, stablecoin liquidity, legacy transformation, disaster recoverywebsite

Contrarian Signals

Narrow mandate: blockchain finance onlyexternal
No visible fund size or check rangeexternal
No GP LinkedIn or social profiles listedwebsite

Founder Do's

Build onchain financial rails or systems
Target institutional or global markets
Early-stage, pre-launch or first-check stage
Reinvent settlement, custody, or liquidity
Leverage blockchain for real-world asset use

Founder Don'ts

No consumer crypto or NFT plays
No late-stage or growth-stage startups
No non-blockchain fintech

26 signals on Metalayer Fund I

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

Facts

Fund Overview

Fund Size$25M
Saves0
People

Key People

Andy Kangpan, David Winton, Mickey Graham

Andy KangpanCo-Founder & General Partner
David WintonCo-Founder & General Partner
Mickey GrahamCo-Founder & General Partner
N°04 / See also

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