Fund profile / United States

Recognize Partners Fund II

Geography: United States
Stage: Series A
Fund size: $1.7B
Focus: AI/ML, E-Commerce and SaaS
Signals: Published

N°01 / About

About Recognize Partners Fund II

Recognize Partners Fund II is a venture capital firm based in United States, focusing on Series A stage investments. The fund actively supports founders building innovative solutions in AI/ML, E-Commerce, SaaS, providing strategic guidance and capital to help startups scale.

N°02 / Thesis

Investment Focus

Location / RegionUnited States

Funding StageSeries A

Industry Focus

AI/ML

E-Commerce

SaaS

Investor Signals Profile

active

Sweet Spot

Enterprise AI infrastructure founders solving hyperscaler economics

enterprise AI infrastructure

generative AI

GPU lifecycle economics

hyperscaler asset management

outcome-based models

power constraints

refurbished hardware value

Bullish Signals

GP active on major CNBC panelsexternal

Strong GenAI enterprise thesis publishedexternal

Whitepaper unveiled live on CNBC-TV18linkedin

14.6K+ LinkedIn followers, growing platformlinkedin

Panelled with Fractal co-founder — strong networklinkedin

Second majority investment in digital infrastructurelinkedin

Smartlink portfolio: 460+ professionals, $25yr+ track recordlinkedin

Smartlink one-stop-shop model: full-stack accountabilitylinkedin

Nationwide wireless/datacenter/infrastructure client baselinkedin

Portfolio co Sprout: 46K GPU systems processedexternal

Sprout featured on CNBC Squawk Boxexternal

GPU lifecycle value thesis validated by hyperscaler demandexternal

Power constraints emerging as AI growth bottleneckexternal

Sprout CEO validated 6-year GPU hold lifecycleexternal

Hoppers maintaining value 3.5 years post-launchexternal

Power supply > chip supply as AI constraintexternal

Contrarian Signals

Heavy IT services focus, niche scopeexternal

Coding value trending to zero — paradox risklinkedin

Near-term IT model pressure acknowledgedlinkedin

Founder Do's

Build outcome-based pricing models

Focus on reliability & security over code volume

Target enterprise AI transformation

Mix input/output/outcome pricing structures

Scale infrastructure services nationally

Capture hyperscaler asset lifecycle value

Solve power constraints in AI infrastructure

Founder Don'ts

Don't pitch headcount-driven service models

Avoid input-only pricing structures

Don't ignore GenAI disruption angle

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Facts

Fund Overview

Fund Size$1.7B

Saves0

Website

People

Key People

Francisco Dsouza, Charles Hillips, David Wasserman

Francisco D'SouzaCo-Founder

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