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 / Smith Point Capital, LLC
Smith Point Capital, LLC
Institutional venture firmSan Francisco, CAsmithpointcapital.comSEC venture capital fund adviseremerging manager
Shaping the intelligent enterprise
venture manager, reported GAV $190M across 1 vehicles
Importance
20
moderate
Active deployment
8
low
Emerging
74
high
Completeness
69
high
Freshness
100
high
Research priority
23
moderate
Identity and regulatory footprint
- Headquarters
- San Francisco, CAadviserinfo.sec.gov
- Office address
- ONE LETTERMAN DRIVE, SUITE C3600, San Francisco, CA, 94129adviserinfo.sec.gov
- Business phone
- 415-517-0873adviserinfo.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 31, 2026
- Private funds reported
- 1 (1 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- $457Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- business email
- investors@smithpointcapital.comsmithpointcapital.compublished by the subject
- business phone
- 415-505-2558adviserinfo.sec.govpublished by the subject
- business phone
- 415-517-0873adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
2 observed deals
Stated (the firm’s website)
- Sectors
- ai, enterprise software
- Stages
- series b
- 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 50%Other Technology 50%
lead rate 0%follow-on rate 0%new logos, 12 months 2
Funds and vehicles
1 reported
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| Smith Point Capital Fund I, L.P. | Fund | unknown | Unknown | $190M Aug 14, 2024 | 62 | $0 of $300M | Aug 10, 2023 |
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
Burke Norton
PartnerManaging Director · since Mar 1, 2023
Christopher Lytle
PartnerManaging Director · since Mar 1, 2023
John Cummings
PartnerManaging Director · since Mar 1, 2023
Keith Block
PartnerManaging Director · since Mar 1, 2023
Investments on record
2 edges, 2 companies, 0 partner-attributed
| Company | Round | Role | Partner | Round size | This investor | Date | Source |
|---|---|---|---|---|---|---|---|
| Anomalo | portfolio listing | unknown | unknown | unknown | unknown | Sep 13, 2026 | Fact Venture organization websites (about, team, portfolio, thesis, news pages) |
| Code Metal, Inc. | Funding round | participant | unknown | $36.5M | unknown | Nov 12, 2025 | Fact Press release wires (Business Wire, PR Newswire, GlobeNewswire public RSS) |
“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
6 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
3 dated events
- Sep 16, 2026Anomalo no longer listed on Smith Point Capital, LLC's portfolio pageRemoved from portfolio pagePortfolioInferenceAnomaloVenture organization websites (about, team, portfolio, thesis, news pages)
- Aug 13, 2024Smith Point Capital, LLC 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)
- Aug 13, 2024Smith Point Capital Fund I, L.P. first reported on Form ADV by Smith Point Capital, LLC (Venture Capital Fund), GAV $190,224,351Fund first reported on Form ADVFundsFactSmith Point Capital 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 $190M across 1 vehicles
Evidence
40 observations from 3 sources