Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.

Firms / Good Friends, LLC.

Good Friends, LLC.

Institutional venture firmSan Francisco, CAgoodfriends.comSEC venture capital fund adviser

Good Friends is an early-stage venture capital firm started in 2019 by the founders of Warby Parker, Harry

venture manager, reported GAV $101M across 7 vehicles

Importance
27
moderate
Active deployment
44
elevated
Emerging
0
low
Completeness
63
high
Freshness
100
high
Research priority
16
moderate
Identity and regulatory footprint
Headquarters
San Francisco, CAadviserinfo.sec.gov
Office address
30 HOTALING PL, San Francisco, CA, 94111adviserinfo.sec.gov
Business phone
(415)518-2106adviserinfo.sec.gov
SEC adviser type
exempt reporting adviseradviserinfo.sec.gov
SEC exemption claimed
venture capital fund adviseradviserinfo.sec.govItem 2.B(1): advises solely venture capital funds
Latest Form ADV
Mar 13, 2026
Private funds reported
7 (7 venture capital funds)adviserinfo.sec.gov
Private fund gross assets
$153Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
business email
info@goodfriends.comgoodfriends.compublished by the subject
business phone
(917) 546-9048adviserinfo.sec.govpublished by the subject
business phone
(415)518-2106adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
5 observed deals
Stated (the firm’s website)
Sectors
not stated or not yet read
Stages
not stated or not yet read
Geography
not stated
Check size
not stated; DFX does not estimate checks from round sizes
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors
unknown 100%
lead rate n/afollow-on rate n/anew logos, 12 months 5
Funds and vehicles
7 reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
Good Friends Holdings, LLCFeeder or parallel2024 form d first saleNewly closedunknownunknown$5.0M
of $5.0M
Nov 26, 2024
Good Friends Fund II, L.P.Feeder or parallel2022 adv first reportedActive deployment$24.9M
Dec 13, 2024
90$0Jun 3, 2021
Good Friends Affiliates Fund II, L.P.Feeder or parallel2022 adv first reportedActive deployment$5.4M
Dec 13, 2024
7$0Jun 3, 2021
Walnut Street Capital Fund I, LPFundunknownUnknown$52.4M
Dec 13, 2024
79$0Aug 29, 2019
Walnut Street Capital Affiliates Fund I, L.P.Feeder or parallelunknownUnknown$17.9M
Dec 13, 2024
11$0Aug 30, 2019
Good Friends Fund III, L.P.Feeder or parallelunknownUnknownunknownunknown$0Jan 23, 2025
Good Friends Affiliates Fund III, L.P.Feeder or parallelunknownUnknownunknownunknown$0Jan 23, 2025
GAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.
Investment team
4 current, 0 departed
Investments on record
5 edges, 5 companies, 0 partner-attributed
CompanyRoundRolePartnerRound sizeThis investorDateSource
Flareportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
Aerfloportfolio listingunknownunknownunknownunknownSep 13, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
Chromaticportfolio listingunknownunknownunknownunknownSep 13, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
Climatichealthportfolio listingunknownunknownunknownunknownSep 13, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
Trisk Bioportfolio listingunknownunknownunknownunknownSep 13, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
“This investor” is the amount disclosed for this investor alone; it is unknown unless a source said it. The round size is the whole round.
Co-investors
4 relationships from shared deals, counted for the whole firm
Limited partners
0 disclosed
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
9 dated events
  1. Sep 16, 2026
    Trisk Bio no longer listed on Good Friends, LLC.'s portfolio page
  2. Sep 16, 2026
    Climatichealth no longer listed on Good Friends, LLC.'s portfolio page
  3. Sep 16, 2026
    Chromatic no longer listed on Good Friends, LLC.'s portfolio page
  4. Sep 16, 2026
    Aerflo no longer listed on Good Friends, LLC.'s portfolio page
  5. Apr 1, 2022
    Good Friends Affiliates Fund II, L.P. first reported on Form ADV by Walnut Street Capital Fund I, L.P. (Venture Capital Fund), GAV $5,436,333
  6. Apr 1, 2022
    Good Friends Fund II, L.P. first reported on Form ADV by Walnut Street Capital Fund I, L.P. (Venture Capital Fund), GAV $24,900,743
  7. Oct 27, 2019
    Walnut Street Capital first filed Form ADV (ERA, venture capital fund adviser exemption)
  8. Oct 27, 2019
    Walnut Street Capital Fund I, LP first reported on Form ADV by Walnut Street Capital (Venture Capital Fund), GAV $32,000,000
  9. Oct 27, 2019
    Walnut Street Capital Affiliates Fund I, L.P. first reported on Form ADV by Walnut Street Capital (Venture Capital Fund), GAV $9,000,000
Classification history
  1. Sep 12, 2026
    Institutional venture firm (confirmed, 95%, cls-1)
    venture manager, reported GAV $101M across 7 vehicles
  2. Sep 12, 2026
    Institutional venture firm (confirmed, 95%, cls-1)
    venture manager, reported GAV $101M across 6 vehicles
Evidence
43 observations from 3 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
Why admittedvc_exemption,vc_funds_reportedMar 13, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC exemption claimedventure_capital_fund_adviserMar 13, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC exemption claimedventure_capital_fund_adviserDec 13, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
SEC adviser typeexempt_reporting_adviserMar 13, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC adviser typeexempt_reporting_adviserDec 13, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
First Form ADV filing2019-10-27Dec 13, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Adv history loadedadv-hist-1Sep 12, 2026FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Latest Form ADV filing2026-03-13Mar 13, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Latest Form ADV filing2024-12-13Dec 13, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
SEC statusERA - ActiveMar 13, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC status effective2019-10-27Mar 13, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Venture share of reported funds1Dec 13, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Business phone(415)518-2106Mar 13, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Business phone(917) 546-9048Dec 13, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
DescriptionGood Friends is an early-stage venture capital firm started in 2019 by the founders of Warby Parker, Harry
meta description
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
DescriptionGood Friends is an early-stage venture capital firm started in 2019 by the founders of Warby Parker, Harry
meta description
Sep 13, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
HeadquartersSan Francisco, CAMar 13, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
HeadquartersSan Francisco, CADec 13, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Office address30 HOTALING PL, San Francisco, CA, 94111Mar 13, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Office address30 HOTALING PL, San Francisco, CA, 94111Dec 13, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Legal formLimited Liability CompanyMar 13, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Legal formLimited Liability CompanyDec 13, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Portfolio pagehttps://www.goodfriends.com/portfolio
1 entries read
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Portfolio pagehttps://www.goodfriends.com/portfolio
5 entries read
Sep 13, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Private funds reported7Mar 13, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private funds reported4Dec 13, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Private fund gross assets (reported)$153MMar 13, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private fund gross assets (reported)$101MDec 13, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Venture funds reported7Mar 13, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Venture funds reported4Dec 13, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Websitehttps://www.goodfriends.com/Mar 13, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Websitehttps://www.goodfriends.com/Dec 13, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Site titleWe're founders helping founders.
title tag
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Site titleWe're founders helping founders.
title tag
Sep 13, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)