Quick Hits
Q2 was very active for us:
- 📈 We made 23 investments this quarter!
- We ramped up our Venture Partner program and onboarded 19 new members!
OUR ASK: We are investing in the best technical founders at the earliest stages, we would love to meet any top 1% entrepreneurs starting companies in your network!
When Capital is Commoditized, Velocity Wins
In today’s market, capital is cheap but speed is scarce. The best founders aren’t optimizing for dilution, they’re optimizing for momentum. Over the past quarter, we’ve seen a pattern: the most compelling early-stage teams are choosing partners who move fast. Here’s a clip of the Cluely founder talking about prioritizing investors who move fast: YouTube clip.
We’ve doubled down on high-velocity investing: 2+ deals per week, zero committee overhead, and 24-hour term sheets.
We’ve also ensured that we don’t get in the founder’s way. In today’s world, revenue timelines are compressed and we don’t believe VCs should charge founders for legal fees: Founders, stop reimbursing your VCs.
We view founders as peers who we want to back and respect their time while giving them the room to operate.
Flex Ecosystem in the News
- Toma Series A: led by a16z, Toma raised a $17M Series A round after seeing phenomenal growth over the past year.
- Fern Series A: led by Bessemer Venture Partners, Fern raised a $9M Series A!
- Juniper Square Series D: led by Ribbit Capital, Juniper Square raised $130M in new funding!
- Vartana acquired by Capchase: The combined company will redefine vendor financing.
- Yieldclub launched: Check them out in the app store here.
- Auren was on TBPN.
🚀 New Flex Investments this Quarter
- Argus Systems: Data and evaluation infrastructure for robotics and physical AI
- Atorie: B2B2C marketplace enabling high-end manufacturers to go direct-to-consumer
- Bob (Stealth): Analytics for blockchain search & monitoring
- Citra: Space object characterization & cataloging
- Codel (Stealth): The future of couples therapy
- Combinely: AI co-worker for accountants
- Distro: The first AI content strategist
- EcoTrove: AI Energy Agent to lower your business’s power bills
- Gitlaw: Git for legal documents
- Heron Data: Automate your document-heavy work
- LoanLabs: Digital co-worker for the residential mortgage market
- Mesmer: AI Chief of Staff for CTOs
- Outcome: AI orchestration platform for multi-family real estate
- Pantheon: The best accelerator for unorthodox founders
- PiLogic: Dual-use exact AI solutions revolutionizing aerospace
- Pyto: Voice AI agents for inbound sales
- Recura: Voice AI for health clinics and spas
- Sygaldry: Quantum-accelerated AI servers
- Syn2core: AI-copilot for frontline workers
- Tavus: The OS for human-AI interaction
- UserCue: Agents for dynamic AI moderated interviews and analysis at scale
- Vail (Stealth): Building verifiability into AI workflows
- Zenith Health: Data-driven maternal care to improve pregnancy outcomes
🎉 Welcome New Venture Partners!
This quarter, we’re excited to welcome:
- Alex Park: CEO, Daero
- Ben Douablin: CEO, Fullenrich
- Bobby Samuels: CEO, Protege
- Elad Kolet: Co-Founder, Lively
- Elaine Zhou: CEO, Sage CXO
- Felix Cheung: Product, NVIDIA
- Francesco Di Camilli: CEO, Uniti
- Jason Bellet: Co-founder, Eko
- Koki Mashita: CEO, Aeolus Labs
- LD Salmanson: CEO, Cherre
- Manish Shah: CEO, Vail
- Quinn Favret: COO, Tavus
- Rohit Shenoy: CEO, String
- Sahil Mehta: COO, Regal
- Shubh Sinha: CEO, Integral
- Spyri Karasavva: CEO, DealOps
- Steven Place: CEO, Corillian
- Tarush Agarwal: Co-founder, Cekura
We now have 40+ venture partners and growing!
🌟 Join AngelFlow, a curated community of active angel investors. Only deals with personal backing are accepted.
Flex Q2 Meetup in San Francisco! 🔥
💡 Reminder of our Investment Sweet Spot
If you know amazing founders building ambitious companies, we want to meet them. We focus on early-stage companies that fit this profile:
- Stage: Pre-seed/Seed
- Focus Areas: AI Applications, Dev Tools, Infrastructure, Middleware, Data, Consumer Software, Healthcare Technology
- Company Characteristics: Young companies (less than 2 years old) where Flex can be a part of the first $2M into the business
Please send us the best founders in your network who are raising or might be raising soon.
