Scribble Ventures Research
Investment Thesis
Scribble Ventures is an AI-native venture capital firm founded by product and go-to-market leaders from OpenAI, Meta, Twitter, and a16z. The fund backs the world's best AI native founders and helps them reshape the world for the better. Their core conviction is that "AI companies are built differently" and they focus on founders who demonstrate the ability to do things that are extremely unlikely.
Sector Focus
Scribble exclusively invests in AI-native companies across:
- AI infrastructure and inference at scale
- AI-native software products
- Generative AI applications
- AI agents and automation
- Enterprise AI solutions
- Physical world AI/robotics
The fund operates with a specific mandate: go wide on product, deep on go-to-market (GTM).
Stage Focus
Scribble is a pre-seed and seed-stage investor with optional Series A participation. They position themselves as "most often the first backer" and invest selectively to provide maximum time and effort at critical early stages.
Check Size
Based on founder feedback and website details:
- Pre-seed typical check: $300K-$750K
- Seed typical check: $750K-$1.5M
- Model enables flex up/down based on company needs
- Right-sizes checks to minimize founder dilution
Lead Tendency
Scribble typically leads or co-leads early-stage rounds. Their positioning as "first backer" and the detailed investment process suggests active lead participation.
Recent Activity
Scribble is actively deploying with strong recent activity:
- Portfolio includes 20+ notable companies
- Notable recent investments in AI infrastructure and agents
- Consistent deployment across pre-seed and seed stages
- Active founder engagement and support programs
Portfolio Highlights
Notable portfolio companies include:
- Whatnot - Largest live shopping platform in US, UK, Europe
- Baseten - AI inference infrastructure at scale
- SpaceX - Advanced rocket/spacecraft manufacturer (early investor)
- Figma - Collaborative design tool
- Abridge - Enterprise AI for clinical conversations
- Poolside - Generative AI for software development
- Sunday Robotics - AI agents for physical world interaction
- Statsig - Product development and experimentation platform
- Periodic Labs - AI scientists for materials discovery
- Stoke Space - Space mobility infrastructure
- Motherduck - Serverless data analytics
- Peregrine - Crime intelligence and data analytics
- Aptos - Web3 blockchain infrastructure
- Mitra Chem - Battery materials manufacturing
- Hadrian - Advanced manufacturing for space/defense/energy
- Streamline - AI for legal workflows
- Superdial - AI healthcare phone automation
- Atmo - Ultra-precise AI weather forecasting
- Applied Compute - Enterprise AI and agents
Team
Scribble's team combines deep product and GTM expertise from top tech companies:
Core Leadership:
- Elizabeth Weil - Co-founder, former partner at Andreessen Horowitz
- Team members from OpenAI, Meta, Twitter, Instagram, a16z
- Product leaders and go-to-market specialists
The team emphasizes surrounding founders with "some of the greatest minds in technology" and maintains an extensive network of advisors and experts.
Decision Process
Scribble uses a collaborative but efficient decision process:
- Initial meeting (Zoom or in-person) with founder
- Brings in rest of team for couple more meetings
- No consensus required, but all partners must be excited
- Investment decisions typically made within 1-2 weeks
Founder Support
Scribble provides extensive post-investment support:
- WhatsApp thread with each founding team
- Rapid response to big challenges and critical milestones
- In-person sessions and introductions
- Highly responsive partnership model
- Regular founder feedback collection
Geographic Focus
Based in Portola Valley (Silicon Valley), but invests nationally and internationally in AI-native founders globally.
Founder Preferences
Scribble explicitly seeks founders who:
- Demonstrate extreme capability ("do things that are extremely unlikely")
- Reinvent existing markets or create totally new ones
- Have innate edge/competitive advantage
- Understand product and GTM deeply
- Are building AI-native products
- Have boldness and vision
Fund Status
Scribble is actively deploying from its primary fund. Consistent portfolio growth and recent investments suggest mid-deployment phase with strong capital availability.
Differentiation
Key differentiators:
- Team expertise from OpenAI, Meta, a16z
- AI-native company focus (not general VC)
- Product and GTM expertise
- Fast decision-making (1-2 weeks)
- Right-sizing of checks for founder benefit
- Active, responsive post-investment support
- Highly curated portfolio approach