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Investment Memos

Investment memos on the companies we're liking and spending the most time with

📶 Journey Investment Memo: The buyer microsite tool

Jul 18, 2025

📶 Journey Investment Memo: The buyer microsite tool

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

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📶 Mastra Investment Memo: The TypeScript Agent Framework

Jun 6, 2025

📶 Mastra Investment Memo: The TypeScript Agent Framework

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

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📶 HumanLayer Investment Memo: Building agents that feel like real workers

May 11, 2025

📶 HumanLayer Investment Memo: Building agents that feel like real workers

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

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📶 Outtake Investment Memo: Thoughtful cyber agents for the web

Apr 13, 2025

📶 Outtake Investment Memo: Thoughtful cyber agents for the web

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

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📶 Chima Investment Memo: The AI stack to run agent applications

Feb 17, 2025

📶 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

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📶 Documenso Investment Memo: Compliant signatures, zero friction

Feb 2, 2025

📶 Documenso Investment Memo: Compliant signatures, zero friction

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

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📶 Superpower Investment Memo: Proactive healthcare

Jan 20, 2025

📶 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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