Defiant | Activity | F4

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Team Portfolio Raise Champions Essays

F4/Defiant/Activity

Defiant Activity

Every public signal F4 has attached to this firm, with sources and cross-entity links.

Types

Time range

Investment

Participated in Zero's $10.3M seed round for an AI-native CRM, alongside Primary Venture Partners (lead) and Inception Fund.

ZERO

techfundingnews.comSEP 2026

defiant.vc

SEP 2026

Investment

Co-invested with Earlybird (lead) in Rivia's $15M Series A for an AI-native clinical trial data engine; Defiant's first disclosed investment.

Rivia

defiant.vcMAR 18, 2026

startupticker.ch

MAR 18, 2026

Essay

Published a thesis essay drawing parallels between cloud-era middleware winners and the AI infrastructure market.

Picks and Shovels in the AI Gold Rush

defiant.vcSEP 15, 2025

SEP 15, 2025

Essay

Published a thesis essay arguing defensibility now lives at the intersection of proprietary workflow data, growth loops, and rapid experimentation.

Defensibility in the AI Era

defiant.vcJUL 7, 2025

JUL 7, 2025

Podcast

Managing Partner Joseph Pizzolato discussed data-driven venture investing on a podcast appearance.

Joseph Pizzolato on doing data-driven VC differently

open.spotify.comMAR 26, 2025

MAR 26, 2025

Essay

Published a thesis essay on Modern Product & Data companies disrupting legacy providers in the business tech stack.

What are Modern Product & Data Companies

defiant.vcMAR 24, 2025

MAR 24, 2025

New Fund

Came out of stealth having raised $30M toward a $70M target for its debut fund backing European B2B SaaS and fintech.

Defiant Fund I

techcrunch.comJAN 9, 2025

JAN 9, 2025

Essay

Published the firm's founding thesis for a thematically-led, data-driven, product-centric approach to B2B software and fintech investing.

Defiant 1.0 - Our Why

defiant.vcDEC 1, 2024

DEC 1, 2024