Modern Technical Fund Activity

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

Types

Time range

Essay

Robby published an essay making the case for independent/solo GP venture investing, arguing that picking and winning deals favor individual investors over partnerships.

Modern Technical Fund

Modern Technical FundModern Technical Fund

mtfrobby.substack.com

Modern Technical Fund | Activity | F4

Added recently

Exit

RunReveal, the AI-native SIEM platform, is joining ClickHouse to bring security data analytics capabilities into the ClickHouse database platform.

RunReveal

RunReveal Modern Technical Fund

blog.runreveal.comSEP 1, 2026

SEP 1, 2026

3 essays· MAY 2026Show all

Essay

Published an essay describing six venture investor archetypes and positioning MTF as a superconnector with cyber and software infrastructure sector depth.

The 6 VCs You'll Meet

Modern Technical Fund

mtfrobby.substack.comMAY 27, 2026

MAY 27, 2026

Essay

Robby published an essay arguing that agent-based products are replacing traditional SaaS, and that reliability, debuggability, and control in agent systems are areas she is actively looking to invest in.

Modern Technical Fund

Modern Technical FundModern Technical Fund

mtfrobby.substack.comMAY 6, 2026

MAY 6, 2026

Essay

Published an essay arguing that agent-first products change how users interact with software.

Agents Are Coming For Your SaaS

Modern Technical Fund

mtfrobby.substack.comMAY 6, 2026

MAY 6, 2026

Exit

SAP announced agreement to acquire Dremio, the Apache Iceberg-native data lakehouse platform, to power agentic AI and expand SAP Business Data Cloud.

Dremio

Dremio Modern Technical Fund

dremio.comMAY 4, 2026

MAY 4, 2026

Essay

Investment thesis on the shift from AI applications to autonomous agents and new security paradigms.

From AI Apps to Agents: Investing in Manifold Security

Modern Technical Fund

mtfrobby.substack.comMAR 18, 2026

MAR 18, 2026

Investment

Participated in $8M seed round for AI-powered threat detection and response platform led by Costanoa Ventures.

Manifold Security

Manifold Security Modern Technical Fund

securityweek.comMAR 18, 2026

mtfrobby.substack.com

MAR 18, 2026

Milestone

Portfolio company Keycard acquired Runebook and fellow portfolio company Anchor.dev to expand AI agent security and infrastructure capabilities.

Keycard

Anchor.dev KeycardRunebookModern Technical Fund

vermilioncliffs.substack.comFEB 2026

FEB 2026

Essay

Essay on independent venture investing and the case for solo GP model.

Is Venture Really a Team Sport?

Modern Technical Fund

mtfrobby.substack.comJAN 28, 2026

JAN 28, 2026

Investment

Led pre-seed investment in AI-powered threat detection platform leveraging community intelligence.

Detections.ai

Detections.ai Modern Technical Fund

mtfrobby.substack.comNOV 2025

NOV 2025

Investment

Led pre-seed investment in identity and access management platform for AI agents.

Keycard

Keycard Modern Technical Fund

mtfrobby.substack.comOCT 2025

OCT 2025

Essay

Analysis of product defensibility in the age of AI and what makes startups defensible.

Has AI Killed Product Moats?

Modern Technical Fund

mtfrobby.substack.comJUN 24, 2025

JUN 24, 2025