The General Partnership | Activity | F4
The General Partnership Activity Every public signal F4 has attached to this firm, with sources and cross-entity links.
Investment
Led Preview's $2M pre-seed round for its enterprise-grade AI video production platform. Preview
Backed Minerva's seed round for its AI platform that unifies fragmented customer data for marketing teams. Team Change
Named Dan Pupius as the firm's first CTO to lead the next phase of its engineering and portfolio-embedding work. Dan Pupius named TheGP's first CTO
Exit
Portfolio company Stainless, an SDK and dev-tools startup, was acquired by Anthropic in a deal reported above $300M. Stainless
Essay
Phin Barnes published an AI investment thesis arguing that energy and application layers offer the most durable margins in the AI economy, with middle layers facing commoditization pressure. Where the Sweetest Margins Live in Jensen's 5-Layer Cake
Essay
Published a thesis on the transformation of cybersecurity with the rise of AI-native threats and the need for AI-native defenses. Cybersecurity is Dead. Long Live Cybersecurity.
Team Change
Launched the Investor in Residence program with Michael Coates (former Twitter CISO, founder of Seven Hill Ventures) as the first IIR focused on cybersecurity investments. Michael Coates joined as Investor in Residence
Investment
Backed Falconer's seed round for the AI-native knowledge platform, supporting early sales execution and market positioning. Falconer
Investment
Backed Tambo's seed round for generative UI, providing capital and support for technical architecture, team-building, and launch execution. Tambo
Exit
Portfolio company Graphite, a code review startup, entered a definitive agreement to be acquired by Cursor. Graphite
4 investments · APR 2025 – OCT 2025 Show all Investment
Partnered with VectorWare as an early investor, backing GPU-native developer tooling built by Christian Legnitto. VectorWare
Investment
Led Runloop's $7M seed round for its enterprise-grade infrastructure platform for AI coding agents. Runloop AI
Investment
Led TurbineOne's $36M Series B to deploy AI-powered threat detection at the tactical edge. TurbineOne
Investment
Led Kenzo Security's $4.5M seed round, providing capital and supporting GTM, talent, and product for the AI-native multi-agent security operations platform. Kenzo Security