Theo Marchetti
Founding Partner, New York
Sectors
Infrastructure
Developers adopt tools on their merits and leave them the moment they break. The infrastructure companies that survive that test become very hard to replace, which is why some of our best results have been products few people outside engineering teams will ever see.
- companies
- 4
- active
- 2
- exits
- 2
- first investment
- 2014
What we look for
We look for founders who built the first version for themselves, at a company where the problem was large enough to hurt.
Data at scale
Databases and pipelines built for event volumes that general-purpose tools were never designed for.
Security for the cloud
Detection and identity products that fit how modern teams actually ship.
Operating machine learning
Monitoring and tooling for models that make decisions in production.
Infrastructure companies
Open in the directory- Security analytics for cloud-native teamsInfrastructureSeed, 2017Acquired by Palisade
- Identity infrastructure for developersInfrastructureSeed, 2014Acquired by Cobalt Systems
- Observability for machine learning systemsInfrastructureSeries A, 2022Active
- A database built for event dataInfrastructureSeed, 2018Active
Who to talk to
Rafael Costa
Partner, New York
Jun Seo
Associate, New York
From the journal
Essays
The case for the long first cheque
Why we write fewer, larger first cheques, hold back more than half of each fund for follow-ons, and accept the slower pace that comes with both.
Theo Marchetti
Essays
Boring software, durable companies
Why we keep backing infrastructure software that few people outside engineering teams will ever see, and what makes it so hard to replace once it is in.
Rafael Costa and Jun Seo
Building in infrastructure?
We read every pitch, and a partner replies within ten working days.
Pitch us