Portfolio
347 investments.73 still responding to emails.1 successful exit.
"We don't pick winners. We pick everything and let the market sort it out."
LP Capital
Raised since 2019
Current Value
0.4x TVPI
Successful Exit
TikTokForBoomers
DD Minutes
Per investment
Active Investments
Companies still "building" something
UberForDogs
Revolutionary transport for canines. Pivoted 8 times. Currently a meditation app.
$3.2M
2023
Revenue
$0
AirBnBForBathrooms
The sharing economy meets human necessity. Legal issues pending in 47 states.
$4.7M
2022
Revenue
$47k ARR
DataMesh.ai
Something with workflows. Marcus can't explain it but Stanford founders.
$1.2M
2024
WorkflowOS
Or was it WorkFlows? FlowWorks? Has AI now.
$2.8M
2024
AgenticSomething
Building the future of work. Or agents. Or working agents from the future.
$5M
2024
BlockchainForX
Started as blockchain for pizza. Now blockchain for everything except pizza.
$3.5M
2023
SubscribeBot
Our top revenue generator at $47k ARR. It's a subscription to subscriptions.
$1M
2022
Revenue
$47k ARR
DisruptEd
Disrupting education by adding AI to PDFs. Sequoia passed, so we invested.
$800k
2024
ChainRecycle
Blockchain-based recycling verification. Pivoted 4 times, now AI-powered waste sorting.
$22M
2023
TokenGPT
NFT platform turned AI art generator. Removed minting after market collapse.
$15M
2024
Revenue
$12K (team self-purchases)
AILegal
AI copilot for lawyers. GPT-4 wrapper with legal disclaimers.
$19M
2024
QuantumAI
Quantum-enhanced ML. Regular ML with 'quantum' in variable names.
$29M
2024
RealityOS
Metaverse OS pivoted to 'spatial computing for Apple Vision Pro'.
$35M
2021
MetaWork
Virtual offices in metaverse, now 'AI-powered remote work platform'.
$42M
2021
PetAI
AI pet care recommendations. Suggests chicken and rice for everything.
$40M
2024
SmartToast.ai
$300 toaster with camera. 12% perfect toast rate.
$15M
2024
StealthModeAI
Revolutionary but secret. Nothing exists yet.
$23M
2024
Showing 6 of 347 investments · Filter: "Still has website"
Successful Exits
The one that made it all worthwhile
TikTokForBoomers
60-second videos explaining medications. Our one successful exit.
$1.5M
2021
Return
47x
Join Company #348
Think your startup has what it takes to become our next "graduated" portfolio company?
Our Investment Criteria
if (founder.university === "Stanford") {
dueDigilence = "23 minutes"
}
if (pitch.includes("AI")) {
checkSize *= 2
}
if (otherVCs.interested) {
invest(immediately)
}