Our investment approach stems from three guiding principles.
Thesis-Driven:
We develop a thesis-driven point-of-view that’s complemented by our extensive research.
Deeply Networked:
We provide founders with operational support through deep networks in each of our areas of focus, including GTM and scaling engineering teams.
Risk-Aligned:
As the second largest LP in our fund, we are the most risk-aligned institutional investor on the cap table.
Investment Strategy
transforming industries through technology
We invest in groundbreaking products, pioneering new pathways in industries pursuing modernization.
In the coming decade, we predict a surge of vertical software and enabling technology platforms which will drive large-scale productivity improvements, especially across non-tech industries.
We seek to partner with founders with the technical expertise to harness generational technologies like cloud computing and machine learning while possessing the industry know-how to recognize the most significant and solvable opportunities.
Investment Approach
from flexible to continued follow-on
We enhance cap tables with a strong network of operators, offering founders the necessary support to make progress.
01
Flexible role:
We can lead, co-lead, or participate
02
Flexible first check:
$500k to $1.5M, follow on indefinitely
03
Focused on early-stage:
Formation to Series A
04
Focused portfolio, extensive support:
2-4 deals/year, allowing us to concentrate our resources and network in helping our founders win.
OUR TEAM
supporting founders from day one
Investment Team
Advisors
With 21 years building startups and 10 years investing in them, Esteban co-founded and successfully exited three B2B companies and incubated eight companies with personal capital.
Esteban Reyes
General Partner
Sol was an M&A advisor at Deloitte, where she worked for seven years.
Sol Franco
Operations
Chetan is an entrepreneurial executive with a strong history of providing business development leadership.
Chetan Chaudhary
Venture Partner
Evan is the current CEO of Fin.com, co-founded by Andrew Kortina & Sam Lessin, and backed by Coatue, Accel, and Slow Ventures. He joined Twilio as the first solutions engineer.
Evan Cummack
Venture Partner
Jeffrey is an investor and research lead at Zenda Capital, responsible for supporting early-stage companies and leading thesis development efforts.
Jeffrey Dong
Research & Investments
Adam Gross
product-led GTM
Drew Lanham
growth and team building
Guillermo Garcia
logistics & transportation
Harold Giménez
product, engineering & security
James Rowe
data science
Misha Esipov
fintech
Esteban Reyes
General Partner
With 21 years building startups and 10 years investing in them, Esteban co-founded and successfully exited three B2B companies and incubated eight companies with personal capital. He raised and invested a $30M B2B seed fund which is performing at top decile. He invested personally in 13 emerging VC funds, with three breakouts.
Sol Franco
Operations
Sol was an M&A advisor at Deloitte, where she worked for seven years. She was an M&A advisor at KPMG for a year. Her M&A and corporate audit experience includes buy-side and sell-side assistance. She was an independent sell side advisor in the acquisition of Kapow by América TV (Perú). She attended the University of Buenos Aires.
Chetan Chaudhary
Venture Partner
Chetan is an entrepreneurial executive with a strong history of providing business development leadership. He is the former Chief Revenue Officer at Scale.ai and expert on developer-led GTM. He spent 9 years at Twilio leading product distribution strategies and partnered with Evan Cummack to build Twilio’s wireless business unit from the ground up.
Evan Cummack
Venture Partner
Evan is the current CEO of Fin.com, co-founded by Andrew Kortina & Sam Lessin, and backed by Coatue, Accel, and Slow Ventures. He joined Twilio as the first solutions engineer. He then spent nine years at Twilio leading product teams. Evan partnered with Chetan Chaudhary to build Twilio’s wireless business unit from the ground up.
Jeffrey Dong
Research & Investments
Drawing inspiration from his family's entrepreneurial legacy that spans manufacturing, banking & healthcare, Jeffrey explores the transformative power of AI/ML advancements in underserved industries and spearheads Zenda’s research efforts.
Prior to joining Zenda, Jeffrey worked with the investment team at Golden Gate Ventures, an early-stage venture fund based in Singapore. Prior to that, he managed digital transformation projects across business units and functions at BASF in Hong Kong and the US.
Jeffrey holds a Master’s degree from INSEAD and BBA in Finance from Bucknell University.
Adam Gross
product-led GTM
Drew Lanham
growth and team building
Guillermo Garcia
logistics & transportation
Harold Giménez
product, engineering & security
James Rowe
data science
Misha Esipov
fintech
fellowship program
Our selected fellows get a first-hand glimpse into the world of venture investing by working with the investment team to research and validate industry-specific theses and analyze investment opportunities.