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 / Gagarin Capital Advisers, LLC
Gagarin Capital Advisers, LLC
Davidovs Venture Collective backs repeat AI founders at pre-seed/seed ($100-300k) and follow-on at Series A/B ($1-3M). Founded by Marina and Nick Davidovs.
name or self-description says seed
Importance
12
low
Active deployment
25
moderate
Emerging
0
low
Completeness
63
high
Freshness
100
high
Research priority
9
low
Identity and regulatory footprint
- Headquarters
- unknown
- Office address
- unknown
- Business phone
- 650-460-9850adviserinfo.sec.gov
- Website
- https://davidovs.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
- Apr 17, 2026
- Private funds reported
- 2 (2 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- $42.2Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- business email
- info@davidovs.comdavidovs.compublished by the subject
- business phone
- 650-460-9850adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
- Sectors
- ai, enterprise software
- Stages
- pre seed, seed, series a, growth, early
- Geography
- silicon valley
- Check size
- $100,000 to $300,000 stated by the firm
- Self-described
- seed
“We invest $100K–$300K in AI startups led by repeat or experienced founders on pre-seed and seed stages.”
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors: no observed deals yet
lead rate n/afollow-on rate n/anew logos, 12 months 0
Funds and vehicles
4 reported
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| DW-1125 Fund I, a series of Davidovs Advised Syndicate, LP | SPV or co-invest vehicle | 2026 form d first sale | Newly closed | unknown | unknown | $345,000 of $345,000 | Jun 30, 2026 |
| DVC AI Growth Fund I, LP | Growth fund | 2025 form d first sale | Fundraising | $41.3M Sep 12, 2026 | 64 | $11.4M of $75.0M | May 20, 2025 |
| Perplexity AI Employee Stock, a series of Davidovs Advised Syndicate, LP | SPV or co-invest vehicle | 2024 form d first sale | Newly closed | $893,208 Sep 12, 2026 | 14 | $893,208 of $893,208 | Jan 13, 2025 |
| Perplexity AI SPV, a series of Davidovs Advised Syndicate, LP | SPV or co-invest vehicle | 2024 form d first sale | Early deployment | unknown | unknown | $2.6M of $2.6M | Jul 17, 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
1 current, 0 departed
Nikolai Davydov
PartnerManager / Member · since Apr 1, 2016
Investments on record
0 edges, 0 companies, 0 partner-attributed
No investment on record yet. Edges arrive from the firm’s portfolio page, financing announcements, and Form D board seats.
Co-investors
0 relationships from shared deals, counted for the whole firm
No co-investor relationship yet: these are derived only from rounds and portfolio listings the graph has seen both investors on.
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
3 dated events
- Sep 13, 2026Gagarin Capital Advisers, LLC: GROWTH_INVESTOR -> SEED_FUND_MANAGER (name or self-description says seed)Classification changedClassificationInferenceno URL
- Sep 12, 2026Gagarin Capital Advisers, LLC: INSTITUTIONAL_VC -> GROWTH_INVESTOR (growth or late-stage vehicles only)Classification changedClassificationInferenceno URL
- Mar 31, 2025Gagarin Capital Advisers, LLC appears on the SEC adviser roster (ERA, venture capital fund adviser exemption)First SEC adviser filingOrganizationFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Classification history
- Sep 13, 2026Seed fund manager (confirmed, 95%, cls-1)name or self-description says seed
- Sep 13, 2026Growth investor (confirmed, 95%, cls-1)growth or late-stage vehicles only
- Sep 12, 2026Institutional venture firm (confirmed, 70%, cls-1)venture manager with no reported fund assets yet (scale unknown)
Evidence
29 observations from 3 sources
Every observation behind this profile, with its source, date and class
| Fact | Value | Effective | Class | Source |
|---|---|---|---|---|
| Why admitted | vc_exemption,vc_funds_reported | Apr 17, 2026 | Fact | SEC Form ADV monthly roster (registered + exempt reporting advisers) |
| SEC exemption claimed | venture_capital_fund_adviser | Apr 17, 2026 | Fact | SEC Form ADV monthly roster (registered + exempt reporting advisers) |
| SEC adviser type | exempt_reporting_adviser | Apr 17, 2026 | Fact | SEC Form ADV monthly roster (registered + exempt reporting advisers) |
| Latest Form ADV filing | 2026-04-17 | Apr 17, 2026 | Fact | SEC Form ADV monthly roster (registered + exempt reporting advisers) |
| Adv pdf loaded | adv-pdf-1 | Sep 12, 2026 | Fact | IAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A) |
| SEC status | ERA - Active | Apr 17, 2026 | Fact | SEC Form ADV monthly roster (registered + exempt reporting advisers) |
| SEC status effective | 2025-03-31 | Apr 17, 2026 | Fact | SEC Form ADV monthly roster (registered + exempt reporting advisers) |
| Business phone | 650-460-9850 | Apr 17, 2026 | Fact | SEC Form ADV monthly roster (registered + exempt reporting advisers) |
| Description | Davidovs Venture Collective backs repeat AI founders at pre-seed/seed ($100-300k) and follow-on at Series A/B ($1-3M). Founded by Marina and Nick Davidovs. “meta description” | Sep 16, 2026 | Fact | Venture organization websites (about, team, portfolio, thesis, news pages) |
| Description | Davidovs Venture Collective backs repeat AI founders at pre-seed/seed ($100-300k) and follow-on at Series A/B ($1-3M). Founded by Marina and Nick Davidovs. “meta description” | Sep 13, 2026 | Fact | Venture organization websites (about, team, portfolio, thesis, news pages) |
| Self-described type | seed “Seed Fund (evergreen, rolling)” | Sep 16, 2026 | Fact | Venture organization websites (about, team, portfolio, thesis, news pages) |
| Self-described type | seed “Seed Fund (evergreen, rolling)” | Sep 13, 2026 | Fact | Venture organization websites (about, team, portfolio, thesis, news pages) |
| Legal form | Limited Liability Company | Apr 17, 2026 | Fact | SEC Form ADV monthly roster (registered + exempt reporting advisers) |
| Private funds reported | 2 | Apr 17, 2026 | Fact | SEC Form ADV monthly roster (registered + exempt reporting advisers) |
| Private fund gross assets (reported) | $42.2M | Apr 17, 2026 | Fact | SEC Form ADV monthly roster (registered + exempt reporting advisers) |
| Stated check (high) | $300,000 “We invest $100K–$300K in AI startups led by repeat or experienced founders on pre-seed and seed stages.” | Sep 16, 2026 | Fact | Venture organization websites (about, team, portfolio, thesis, news pages) |
| Stated check (high) | $300,000 “We invest $100K–$300K in AI startups led by repeat or experienced founders on pre-seed and seed stages.” | Sep 13, 2026 | Fact | Venture organization websites (about, team, portfolio, thesis, news pages) |
| Stated check (low) | $100,000 “We invest $100K–$300K in AI startups led by repeat or experienced founders on pre-seed and seed stages.” | Sep 16, 2026 | Fact | Venture organization websites (about, team, portfolio, thesis, news pages) |
| Stated check (low) | $100,000 “We invest $100K–$300K in AI startups led by repeat or experienced founders on pre-seed and seed stages.” | Sep 13, 2026 | Fact | Venture organization websites (about, team, portfolio, thesis, news pages) |
| Stated geography | silicon valley “geography words on the home page” | Sep 16, 2026 | Fact | Venture organization websites (about, team, portfolio, thesis, news pages) |
| Stated geography | silicon valley “geography words on the home page” | Sep 13, 2026 | Fact | Venture organization websites (about, team, portfolio, thesis, news pages) |
| Stated sectors | ai,enterprise_software “sector words on the home page” | Sep 16, 2026 | Fact | Venture organization websites (about, team, portfolio, thesis, news pages) |
| Stated sectors | ai,enterprise_software “sector words on the home page” | Sep 13, 2026 | Fact | Venture organization websites (about, team, portfolio, thesis, news pages) |
| Stated stages | pre_seed,seed,series_a,growth,early “stage words on the home page” | Sep 16, 2026 | Fact | Venture organization websites (about, team, portfolio, thesis, news pages) |
| Stated stages | pre_seed,seed,series_a,growth,early “stage words on the home page” | Sep 13, 2026 | Fact | Venture organization websites (about, team, portfolio, thesis, news pages) |
| Venture funds reported | 2 | Apr 17, 2026 | Fact | SEC Form ADV monthly roster (registered + exempt reporting advisers) |
| Website | https://davidovs.com/ | Apr 17, 2026 | Fact | SEC Form ADV monthly roster (registered + exempt reporting advisers) |
| Site title | Davidovs Venture Collective — AI-focused Seed & Follow-On VC “title tag” | Sep 16, 2026 | Fact | Venture organization websites (about, team, portfolio, thesis, news pages) |
| Site title | Davidovs Venture Collective — AI-focused Seed & Follow-On VC “title tag” | Sep 13, 2026 | Fact | Venture organization websites (about, team, portfolio, thesis, news pages) |