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Investment Memos

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Investment MemosInvestment Memos
๐Ÿ“ถ Journey Investment Memo: The buyer microsite tool
Jul 18, 2025

๐Ÿ“ถ Journey Investment Memo: The buyer microsite tool

Why we like the company helping sales and marketing people tell better stories and win more deals

Investment MemosInvestment Memos
๐Ÿ“ถ Mastra Investment Memo: The TypeScript Agent Framework
Jun 06, 2025

๐Ÿ“ถ Mastra Investment Memo: The TypeScript Agent Framework

Why we like the latest YC company that helps you productize your AI agents

Investment MemosInvestment Memos
๐Ÿ“ถ HumanLayer Investment Memo: Building agents that feel like real workers
May 11, 2025

๐Ÿ“ถ HumanLayer Investment Memo: Building agents that feel like real workers

Why we're bullish on the company building human-in-the-loop agents

Investment MemosInvestment Memos
๐Ÿ“ถ Outtake Investment Memo: Thoughtful cyber agents for the web
Apr 13, 2025

๐Ÿ“ถ Outtake Investment Memo: Thoughtful cyber agents for the web

Why we're bullish on the company building agentic security for high-profile individuals

Investment MemosInvestment Memos
๐Ÿ“ถ Chima Investment Memo: The AI stack to run agent applications
Feb 17, 2025

๐Ÿ“ถ Chima Investment Memo: The AI stack to run agent applications

1,900 words on why we're so bullish on the company positioned to win the AI agents movement

Investment MemosInvestment Memos
๐Ÿ“ถ Documenso Investment Memo: Compliant signatures, zero friction
Feb 02, 2025

๐Ÿ“ถ Documenso Investment Memo: Compliant signatures, zero friction

1,700 words on why we're so bullish on the company replacing DocuSign

Investment MemosInvestment Memos
๐Ÿ“ถ Superpower Investment Memo: Proactive healthcare
Jan 20, 2025

๐Ÿ“ถ Superpower Investment Memo: Proactive healthcare

1,200 words on why we're so bullish on the company redeveloping the future of healthcare

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