DFX Intelligence
Venture Capital Intelligence
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.
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
- Website
- https://www.goodfriends.com/
- 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
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| Good Friends Holdings, LLC | Feeder or parallel | 2024 form d first sale | Newly closed | unknown | unknown | $5.0M of $5.0M | Nov 26, 2024 |
| Good Friends Fund II, L.P. | Feeder or parallel | 2022 adv first reported | Active deployment | $24.9M Dec 13, 2024 | 90 | $0 | Jun 3, 2021 |
| Good Friends Affiliates Fund II, L.P. | Feeder or parallel | 2022 adv first reported | Active deployment | $5.4M Dec 13, 2024 | 7 | $0 | Jun 3, 2021 |
| Walnut Street Capital Fund I, LP | Fund | unknown | Unknown | $52.4M Dec 13, 2024 | 79 | $0 | Aug 29, 2019 |
| Walnut Street Capital Affiliates Fund I, L.P. | Feeder or parallel | unknown | Unknown | $17.9M Dec 13, 2024 | 11 | $0 | Aug 30, 2019 |
| Good Friends Fund III, L.P. | Feeder or parallel | unknown | Unknown | unknown | unknown | $0 | Jan 23, 2025 |
| Good Friends Affiliates Fund III, L.P. | Feeder or parallel | unknown | Unknown | unknown | unknown | $0 | Jan 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
David Abraham Gilboa
Managing partnerManaging Member · since May 1, 2019
Jeffrey Raider
Managing partnerManaging Member · since May 1, 2019
Joseph Z Zwillinger
Managing partnerManaging Member · since May 1, 2019
Neil H Blumenthal
Managing partnerManaging Member · since May 1, 2019
Investments on record
5 edges, 5 companies, 0 partner-attributed
| Company | Round | Role | Partner | Round size | This investor | Date | Source |
|---|---|---|---|---|---|---|---|
| Flare | portfolio listing | unknown | unknown | unknown | unknown | Sep 16, 2026 | Fact Venture organization websites (about, team, portfolio, thesis, news pages) |
| Aerflo | portfolio listing | unknown | unknown | unknown | unknown | Sep 13, 2026 | Fact Venture organization websites (about, team, portfolio, thesis, news pages) |
| Chromatic | portfolio listing | unknown | unknown | unknown | unknown | Sep 13, 2026 | Fact Venture organization websites (about, team, portfolio, thesis, news pages) |
| Climatichealth | portfolio listing | unknown | unknown | unknown | unknown | Sep 13, 2026 | Fact Venture organization websites (about, team, portfolio, thesis, news pages) |
| Trisk Bio | portfolio listing | unknown | unknown | unknown | unknown | Sep 13, 2026 | Fact 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
- Sep 16, 2026Trisk Bio no longer listed on Good Friends, LLC.'s portfolio pageRemoved from portfolio pagePortfolioInferenceTrisk BioVenture organization websites (about, team, portfolio, thesis, news pages)
- Sep 16, 2026Climatichealth no longer listed on Good Friends, LLC.'s portfolio pageRemoved from portfolio pagePortfolioInferenceClimatichealthVenture organization websites (about, team, portfolio, thesis, news pages)
- Sep 16, 2026Chromatic no longer listed on Good Friends, LLC.'s portfolio pageRemoved from portfolio pagePortfolioInferenceChromaticVenture organization websites (about, team, portfolio, thesis, news pages)
- Sep 16, 2026Aerflo no longer listed on Good Friends, LLC.'s portfolio pageRemoved from portfolio pagePortfolioInferenceAerfloVenture organization websites (about, team, portfolio, thesis, news pages)
- Apr 1, 2022Good Friends Affiliates Fund II, L.P. first reported on Form ADV by Walnut Street Capital Fund I, L.P. (Venture Capital Fund), GAV $5,436,333Fund first reported on Form ADVFundsFactGood Friends Affiliates Fund II, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Apr 1, 2022Good Friends Fund II, L.P. first reported on Form ADV by Walnut Street Capital Fund I, L.P. (Venture Capital Fund), GAV $24,900,743Fund first reported on Form ADVFundsFactGood Friends Fund II, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Oct 27, 2019Walnut Street Capital first filed Form ADV (ERA, venture capital fund adviser exemption)First SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Oct 27, 2019Walnut Street Capital Fund I, LP first reported on Form ADV by Walnut Street Capital (Venture Capital Fund), GAV $32,000,000Fund first reported on Form ADVFundsFactWalnut Street Capital Fund I, LPSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Oct 27, 2019Walnut Street Capital Affiliates Fund I, L.P. first reported on Form ADV by Walnut Street Capital (Venture Capital Fund), GAV $9,000,000Fund first reported on Form ADVFundsFactWalnut Street Capital Affiliates Fund I, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Classification history
- Sep 12, 2026Institutional venture firm (confirmed, 95%, cls-1)venture manager, reported GAV $101M across 7 vehicles
- Sep 12, 2026Institutional venture firm (confirmed, 95%, cls-1)venture manager, reported GAV $101M across 6 vehicles
Evidence
43 observations from 3 sources