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 / Bond
Bond
BOND is a global technology investment firm that supports visionary founders throughout their entire life cycle of innovation & growth.
venture manager, reported GAV $6,403M across 6 vehicles
Importance
46
elevated
Active deployment
36
elevated
Emerging
0
low
Completeness
75
high
Freshness
100
high
Research priority
15
moderate
Identity and regulatory footprint
- Headquarters
- San Francisco, CAadviserinfo.sec.gov
- Office address
- 100 THE EMBARCADERO, SUITE 200, San Francisco, CA, 94105adviserinfo.sec.gov
- Business phone
- 1-415-598-0001adviserinfo.sec.gov
- Website
- https://www.bondcap.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 26, 2026
- Private funds reported
- 6 (6 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- $8.0Badviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Owners on Schedule A
- Bond Capital Management GP, LLC (General Partner), NA; Bond Capital Management GP, LLC (General Partner), NA
- business phone
- 1-415-598-0001adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
2 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
Other 50%Other Technology 50%
lead rate n/afollow-on rate n/anew logos, 12 months 2
Funds and vehicles
6 reported
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| Bond III, LP | Fund | 2023 adv first reported | Active deployment | $2.3B Mar 29, 2024 | 323 | $0 of $2.5B | Apr 1, 2022 |
| Bond III Founders Fund, LP | Fund | 2023 adv first reported | Active deployment | $1.3M Sep 14, 2026 | 7 | unknown | unknown |
| Bond II, LP | Fund | 2022 adv first reported | Active deployment | $1.8B Mar 29, 2024 | 368 | $0 of $2.0B | Mar 3, 2021 |
| Bond II Founders Fund, LP | Fund | 2022 adv first reported | Active deployment | $12.9M Sep 14, 2026 | 13 | unknown | unknown |
| Bond Capital Founders Fund, LP | Fund | 2020 adv first reported | Mature | $3.9M Sep 14, 2026 | 15 | unknown | unknown |
| Bond Capital Fund, LP | Fund | unknown | Unknown | $2.3B Mar 29, 2024 | 279 | $0 of $1.3B | Apr 24, 2019 |
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
13 current, 1 departed
Mahmud Rowghani
Managing partnerManaging Member · since Apr 1, 2019
Mary Grace Meeker
Managing partnerManaging Member · since Apr 1, 2019
Noah Knauf
Managing partnerManaging Member · since Apr 1, 2019
Alexander Krey
PartnerLimited Partner · since Jan 1, 2026
Daegwon Chae
PartnerLimited Partner · since Oct 1, 2019
Daegwon Chae
PartnerLimited Partner · since Oct 1, 2019
JAY Simons
PartnerLimited Partner · since Jan 1, 2021
JAY Simons
PartnerLimited Partner · since Jan 1, 2021
Mahmud Rowghani
PartnerLimited Partner · since Apr 1, 2019
Mary Grace Meeker
PartnerLimited Partner · since Apr 1, 2019
Noah Knauf
PartnerLimited Partner · since Apr 1, 2019
Paul M. Vronsky
Platform and operationsLimited Partner And Chief Operating Officer · since Apr 1, 2019
Paul M. Vronsky
Platform and operationsLimited Partner And Chief Operating Officer · since Apr 1, 2019
1 departed (kept with end dates)
- Juliet de Baubigny · Limited Partner · Apr 1, 2019 to Jul 20, 2023 Inference
Investments on record
2 edges, 2 companies, 2 partner-attributed
| Company | Round | Role | Partner | Round size | This investor | Date | Source |
|---|---|---|---|---|---|---|---|
| Baseten Labs, Inc. | board seat | unknown · board | JAY Simons (strongly supported) | unknown | unknown | Jun 30, 2026 | Inference SEC EDGAR Form D data sets (quarterly) |
| KoBold Metals Co | board seat | unknown · board | JAY Simons (strongly supported) | unknown | unknown | Jan 2, 2026 | Inference SEC EDGAR Form D data sets (quarterly) |
“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
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
1 disclosed
Timeline
11 dated events
- Jan 1, 2026Alexander Krey joined Schedule A of Bond as Limited Partner
- Jul 20, 2023Juliet de Baubigny (Limited Partner) no longer on Schedule A of Bond
- Mar 24, 2023Bond III Founders Fund, LP first reported on Form ADV by Bond (Venture Capital Fund), GAV $759,486Fund first reported on Form ADVFundsFactBond III Founders Fund, LPSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 24, 2023Bond III, LP first reported on Form ADV by Bond (Venture Capital Fund), GAV $2,351,159,074Fund first reported on Form ADVFundsFactBond III, LPSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 23, 2022Bond II Founders Fund, LP first reported on Form ADV by Bond (Venture Capital Fund), GAV $14,572,885Fund first reported on Form ADVFundsFactBond II Founders Fund, LPSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 23, 2022Bond II, LP first reported on Form ADV by Bond (Venture Capital Fund), GAV $2,407,361,341Fund first reported on Form ADVFundsFactBond II, LPSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jan 1, 2021JAY Simons joined Schedule A of Bond as Limited Partner
- Mar 23, 2020Bond Capital Founders Fund, LP first reported on Form ADV by Bond (Venture Capital Fund), GAV $1,887,737Fund first reported on Form ADVFundsFactBond Capital Founders Fund, LPSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Oct 1, 2019Daegwon Chae joined Schedule A of Bond as Limited Partner
- Jun 20, 2019Bond Capital Fund, LP first reported on Form ADV by Bond (Venture Capital Fund), GAV $1,244,893,687Fund first reported on Form ADVFundsFactBond Capital Fund, LPSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jun 20, 2019Bond 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)
Classification history
- Sep 14, 2026Institutional venture firm (confirmed, 95%, cls-1)venture manager, reported GAV $6,403M across 6 vehicles
- Sep 12, 2026Institutional venture firm (confirmed, 95%, cls-1)venture manager, reported GAV $6,401M across 6 vehicles
Evidence
43 observations from 4 sources