Fund profile / United States

Sequoia Capital

Geography
United States
Stage
Seed
Fund size
$950M
Focus
AI/ML, Consumer & Commerce, Cybersecurity and Digital Health
Signals
Published
Share
N°01 / About

About Sequoia Capital

Sequoia Capital is a venture capital firm based in United States, focusing on Seed stage investments. The fund actively supports founders building innovative solutions in AI/ML, Fintech, Cybersecurity, Digital Health, Consumer Commerce, Robotics Automation, E-Commerce, providing strategic guidance and capital to help startups scale.

N°02 / Thesis

Investment Focus

Location / RegionUnited States
Funding StageSeed
Industry Focus
AI/ML
Consumer & Commerce
Cybersecurity
Digital Health
E-Commerce
FinTech
Robotics & Automation

Investor Signals Profile

active

Sweet Spot

Visionary pre-PMF founders in AI, deep tech reimagining massive markets

AI infrastructure
deep tech
seed-to-series-A
developer tools
frontier science
AGI/ASI bets
services-as-software
AI agents
cross-border fintech
AI wealthtech
autonomous systems
AI trades/contractors
open-models
inference chips
drug-design scaling
enterprise AI security
clean energy
smart cities

Bullish Signals

$950M fresh capital for seed and Series A investingblog
Europe's founder pool 'strongest ever' — expanding footprint activelyblog
$200M Seed Fund VI for zero-to-one pre-PMF startupsblog
AGI/ASI thesis active — multiple GPs publishing frontier AI contentexternal
Recent deals: Auctor, Edra, Scanner, Nevis, Cymphony, Form Energywebsite
Open Source Fellowship launched — community-building signalexternal
$10T AI + $1T retail opportunity theses publicly articulatedwebsite
Aspora cross-border banking deal — fintech expansion signalwebsite
Arc PMF frameworks published — structured founder supportwebsite
MIT President featured — elite network access signalwebsite
Zipline autonomous systems podcast — deep tech infrastructure focuswebsite
Kalshi chaos-by-design thesis — prediction markets convictionwebsite
Probook AI trades partnership — contractor economy modernizationwebsite
Etched: Building the Inference Machine — specialized silicon commitmentwebsite
Corma partnership — enterprise AI scaling signalwebsite
Preview partnership — AI model deployment infrastructurewebsite
Bunkerhill Health backed — healthcare AI + fintech intersectionwebsite
Chai Discovery: Drug Design as Scaling Problem — biotech AI focuswebsite
Clay: Philosopher CEO podcast — founder philosophy mentorshipwebsite
Peregrine Cities podcast — urban tech infrastructure visionwebsite
Empirik partnership — data analytics scalingwebsite
2026: This is AGI narrative — urgent founder readiness messagingwebsite
Databricks' Ghodsi CEO journey podcast — founder transformation contentwebsite
Box's Aaron Levie on reinvention — enterprise AI leadership focuswebsite
Cognitive Revolution by Konstantine Buhler — AI opportunity framingwebsite

Contrarian Signals

Explicitly avoiding late-stage hype; pre-obvious founders onlyblog
Not chasing mega-rounds or crossover funding trendsblog
Jack Dorsey co-authoring hierarchy→intelligence thesisexternal
Pixel-space AI training thesis — highly non-consensus betwebsite
Trades + AI as trillion-dollar opportunity — underexplored anglewebsite
Open-models paradox thesis — backing decentralized AI infrastructurewebsite
ASI era narrative — leapfrogging AGI to next frontierwebsite

Founder Do's

Pitch zero-to-one vision before product-market fit is obvious
Show ambition to reimagine entire markets, not just improve them
Highlight relevance to AI-powered industrial revolution
Engage Arc product-market fit framework mentorship
Demonstrate courage, creativity, daring during uncertainty

Founder Don'ts

Don't pitch late-stage/growth-only stories — early-stage only
Don't chase hype cycles without deep underlying thesis
Don't ignore global ecosystems — Europe and Israel active focus

56 signals on Sequoia Capital

25 bullish · 7 contrarian · 5 pitch do's · 3 don'ts · 16 GP profiles, each with its source. From €9/month, cancel anytime.

Facts

Fund Overview

Fund Size$950M
Saves0
People

Key People

Roelof BothaManaging Partner
Sonya HuangPartner
Pat GradyPartner
Stephanie ZhanPartner
Julien BekPartner
Konstantine BuhlerPartner
Luciana LixandruPartner
Bogomil BalkanskyPartner
Anne Marie BoidockPartner
Brian HalliganAdvisor / Podcast Host
Alfred LinPartner
Abhishek MalaniPartner
Dean MeyerPartner
James FlynnPartner
David CahnPartner
Isaiah BoonePartner
N°04 / See also

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