DFX Intelligence
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Firms / O••••••• C••••••••• M••••••••• L•••••
O••••••• C••••••••• M••••••••• L•••••
••• Locked
venture manager, reported GAV $194M across 7 vehicles
Importance
30
moderate
Active deployment
15
moderate
Emerging
0
low
Completeness
69
high
Freshness
98
high
Research priority
9
low
Identity and regulatory footprint
- Headquarters
- Palo Alto, CAadviserinfo.sec.gov
- Office address
- ••• Lockedadviserinfo.sec.gov
- Business phone
- ••• Lockedadviserinfo.sec.gov
- Website
- o•••••••••.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 31, 2026
- Private funds reported
- 10 (10 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- $339Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- business phone
- 415-857-3288adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
4 observed deals
Stated (the firm’s website)
- Sectors
- ai, enterprise software, edtech, b2b
- Stages
- not stated or not yet read
- Geography
- not stated
- Check size
- not stated; DFX does not estimate checks from round sizes
- Self-described
- venture capital
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 4
Funds and vehicles
7 reported
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| O••••••• C••••••••• F••• I• • Q• L••• | Fund | 2022 adv first reported | Active deployment | $84.1M Mar 29, 2024 | 168 | $0 of $90.0M | Sep 23, 2021 |
| O••••••• C••••••••• F••• I•• L••• | Fund | 2022 adv first reported | Active deployment | $7.2M Mar 29, 2024 | 75 | $0 of $10.0M | Sep 23, 2021 |
| O••••••• C••••••••• C•••••• I•• L•• | Fund | 2022 adv first reported | Active deployment | $4.5M Mar 29, 2024 | 5 | unknown | unknown |
| O••••••• C••••••••• C•••••• I• L•• | Fund | 2022 adv first reported | Active deployment | $2.9M Mar 29, 2024 | 2 | unknown | unknown |
| O••••••• C••••••••• F•••••• L• | Fund | 2020 adv first reported | Mature | $86.8M Mar 29, 2024 | 117 | $0 of $30.0M | Dec 9, 2019 |
| O••••••• C••••••••• P•••••••• L• | Fund | unknown | Unknown | $8.2M Mar 29, 2024 | 61 | $0 of $30.0M | May 3, 2019 |
| O••••••• C••••••••• C•••••• I••• L••• | Fund | unknown | Unknown | unknown | unknown | $0 of $5.3M | Jun 18, 2024 |
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
18 current, 0 departed
D•• S••••••••
Board or advisoryO••• Investment Advisory Committee
K••• M•••••••
Board or advisoryO••• Investment Advisory Committee
M•••••••• Y••••
Board or advisoryO••• Investment Advisory Committee & O••••••• LP
A•• B••••••••
Founder or executivePresident, Atlassian
L•••• T•••
Founder or executiveCEO, Webflow
T•••••• M•••••••
Founder or executiveCo-CEO, Waymo
M••••• Y••
Managing partnerManaging Member · since May 1, 2019
M••••• Y••
Managing partnerFounder & Managing Partner
L••• C•••••
Operating partnerOperating Partner, Talent & Growth
R•••• A••
OtherOPCO INVESTMENT
A••• J•••••••
PartnerPartner & Chief AI Enablement Officer
D••• M••••• S••••••••
PartnerPartner
H•••• B••••••
PartnerPartner
C••••••• C••••••
Platform and operationsMarketing Partner
C••••• H••••• J••••••
Platform and operationsCorporate Officer, Stripe
E•••• G••••
Platform and operationsPresident & CFO, Toast
E•••• R•••••••• S••••••
Platform and operationsPresident, Field Operations (former), Confluent
J•••• H•••••
Platform and operationsHead of Finance
Investments on record
4 edges, 4 companies, 0 partner-attributed
| Company | Round | Role | Partner | Round size | This investor | Date | Source |
|---|---|---|---|---|---|---|---|
| F•••••• P••••••• | portfolio listing | unknown | unknown | unknown | unknown | Sep 16, 2026 | Fact Venture organization websites (about, team, portfolio, thesis, news pages) |
| O••• m•••• | portfolio listing | unknown | unknown | unknown | unknown | Sep 16, 2026 | Fact Venture organization websites (about, team, portfolio, thesis, news pages) |
| O••••••• I••••••• | portfolio listing | unknown | unknown | unknown | unknown | Sep 16, 2026 | Fact Venture organization websites (about, team, portfolio, thesis, news pages) |
| S••••• P•••• | 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
20 relationships from shared deals, counted for the whole firm
Bling Capital LLC 1 shared · one timeKapor Capital Management Company L.L.C. 1 shared · one timeAnorak Ventures Management, LLC 1 shared · one timeCoatue Management, L.L.C. 1 shared · one timeCSC Upshot Ventures Management, LLC 1 shared · one timeSagona Capital, Inc. 1 shared · one timeFlair Ventures, Inc. 1 shared · one timeTitletowntech Ventures LLC 1 shared · one timeBase Venture Management, Inc. 1 shared · one timeCollide Capital 1 shared · one timeCRV, LLC 1 shared · one timeImpacta Vc, LLC 1 shared · one timeFulcrum Venture Group LLC 1 shared · one timeForum Ventures, LLC. 1 shared · one timeUP Funds, LLC 1 shared · one timeWedbush Ventures Management 1 shared · one timeRock Health Capital 1 shared · one timeFriends & Family Capital Management, LLC 1 shared · one timeAmplify Partners 1 shared · one timeDorm Room Fund 1 shared · one time
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
8 dated events
- Sep 16, 2026S••••• P•••• no longer listed on O••••••• C••••••••• M••••••••• L•••••'s portfolio pageRemoved from portfolio pagePortfolioInferenceS••••• P••••Venture organization websites (about, team, portfolio, thesis, news pages)
- Mar 31, 2022O••••••• C••••••••• F••• I• • Q• L••• first reported on Form ADV by O••••••• C••••••••• M••••••••• L••••• (Venture Capital Fund), GAV $63,073,232Fund first reported on Form ADVFundsFactO••••••• C••••••••• F••• I• • Q• L•••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 31, 2022O••••••• C••••••••• F••• I•• L••• first reported on Form ADV by O••••••• C••••••••• M••••••••• L••••• (Venture Capital Fund), GAV $2,630,216Fund first reported on Form ADVFundsFactO••••••• C••••••••• F••• I•• L•••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 31, 2022O••••••• C••••••••• C•••••• I•• L•• first reported on Form ADV by O••••••• C••••••••• M••••••••• L••••• (Venture Capital Fund), GAV $5,738,342Fund first reported on Form ADVFundsFactO••••••• C••••••••• C•••••• I•• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 31, 2022O••••••• C••••••••• C•••••• I• L•• first reported on Form ADV by O••••••• C••••••••• M••••••••• L••••• (Venture Capital Fund), GAV $2,878,803Fund first reported on Form ADVFundsFactO••••••• C••••••••• C•••••• I• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 30, 2020O••••••• C••••••••• F•••••• L• first reported on Form ADV by O••••••• C••••••••• M••••••••• L••••• (Venture Capital Fund)Fund first reported on Form ADVFundsFactO••••••• C••••••••• F•••••• L•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jul 5, 2019O••••••• C••••••••• P•••••••• L• first reported on Form ADV by O••••••• C••••••••• M••••••••• L••••• (Venture Capital Fund), GAV $12,500,000Fund first reported on Form ADVFundsFactO••••••• C••••••••• P•••••••• L•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jul 5, 2019O••••••• C••••••••• M••••••••• L••••• 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 15, 2026Institutional venture firm (confirmed, 95%, cls-1)venture manager, reported GAV $194M across 7 vehicles
- Sep 12, 2026Institutional venture firm (confirmed, 95%, cls-1)venture manager, reported GAV $186M across 5 vehicles
- Sep 12, 2026Institutional venture firm (confirmed, 95%, cls-1)venture manager, reported GAV $186M across 4 vehicles
Evidence
46 observations from 3 sources