Thesis: Experiment with large possibilities

We invest earliest – pre-seed/seed to Series A – with conviction

Making the
Impossible Happen

We are passionate about technology-based economic disruption in many industries.

At KV, we fundamentally like large problems that are amenable to technology solutions. We seek out unfair advantages: proprietary and protected technological advances, business model innovations, unique approaches to markets, different partnerships, and teams who are passionate about a vision.

We believe AI has the power to disrupt numerous economic models and change the way we lead our daily lives over the coming years. We invest in deep tech and invest where we can be early, bold and impactful.

We create categories before they are named

Climate

Invested early in climate tech before it became a mainstream priority.

backed LanzaTech, Mainspring, View Glass.

2009

Above

Food

Backed the future of food before alternative protein was a category.

incubated Impossible Foods with Stanford Professor Pat Brown.

2011

Below

Space

Saw the commercial space opportunity before it took off.

backed Rocket Lab before it went public and Skybox Imaging early on.

2012

Above

Digital Health

Saw the shift to digital health before it was widely embraced.

invested early in Alivecor, Vista, Headspace.

2013

Below

Quick Commerce

Backed the future of on-demand delivery before it was a category.

were early investors in DoorDash and Instacart.

2015

Above

Large Language Models

Recognized the potential of foundation models before the world did.

were the first institutional investor in OpenAI.

2018

Below

Fusion

Invested in fusion energy before it was back on the map.

invested in Commonwealth Fusion's Series A.

2019

Above

Intelligent Orchestration

Recognized the need for infrastructure to orchestrate complex systems.

invested in GitLab and Rubrik early on.

2020

Below

AV Transport

Backed autonomous vehicle technology before it became an industry focus.

led Glydways' Seed and co-led Waabi's Series B.

2021

Above

AI Enterprise Labor Agents

Backed AI agents for the enterprise before it was a category.

invested in Limbic, Vinci, Nabla, Regie, and Astrus.

2022

Below

World Models

Identified the next era of AI systems that understand the physical world.

led General Intuition early on.

2023

Above

Robotics 2.0

Invested in the next generation of robotics infrastructure.

invested early in Rhoda and FieldAI.

2024

Below

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We currently invest in these areas:

Consumer

Technology continues to upend traditional consumer markets and invent new ones across social, media and retail. We invest early in bold companies that strive to change daily consumer habits.

more about our investments

Enterprise

AI is driving huge changes in the way and remote work is forcing companies to think of new ways to be more productive and efficient. We invest in software and tools behind these new innovations.

more about our investments

Fintech

Financial technologies have led to much-needed disruption in the fintech space. We have and continue to bet early and boldly on innovation from payments and insurance to proptech and crypto.

more about our investments

Frontier

Manufacturing and logistics lagged in technology innovation for a long time, but that’s rapidly changing with new modes of transportation and the robotics for manufacturing and supply chain.

more about our investments

MedTech & Diagnostics

Exponential advances in software and biology are making it possible to grasp the intricate complexities of the human body in greater detail, making it easier to lead healthier and longer lives.

more about our investments

Digital Health

Technology advances are giving consumers the ability to manage, control and change their daily habits to lead to healthier lifestyles.

more about our investments

Therapeutics

The ability to understand the human genes in greater detail is giving rise to innovative medicines and therapies to help patients manage, control and possibly cure deadly diseases.

more about our investments

Sustainability

We invested in sustainability and climate tech companies very early, and continue to do so in the areas of energy, food and materials among others.

more about our investments