Tiny Supercomputer Investment Company | Investment Thesis & Preferences

01Investment Thesis

No board seats, no round leadership. Value-add through a 900+ founder community.

Exclusion Criteria

Do not lead rounds. Do not take board seats. Not focused on late-stage or large-check investing.

02Investment Team

PM

Philipp Moehring

Partner

OC

Ophelia Cai

Partner

AC

Andy Chung

Partner

SL

Sandra Lyness

Partner

HD

Harriet Dedman

Legal & Operations

TE

Toni Everitt

Accounting & Finance

AG

Alex Gezelius

Investing & Community

GC

Gabbi Cahane

Partner

AJ

Andrew J Scott

Partner

AL

Andy Lenz

Partner

TD

Tracy Doree

Partner

IE

Irina Elena Haivas

Partner

DP

Desmond Poon

Partner

03F4 Research Brief

Tiny Supercomputer Investment Company (TSIC) Research

Overview

Tiny Supercomputer Investment Company (TSIC), styled as "TSIC" and operating at tiny.vc, is a pre-seed and seed-stage venture capital firm with offices in London and Berlin. Founded in 2017 by Philipp Moehring and others, the firm has backed over 450 companies and describes its mission simply as "backing great companies when they're tiny."

The legal entity managing the funds is Tiny Supercomputer Management Company (UK) Ltd (TSMC), an authorised UK AIFM (Alternative Investment Fund Manager) compliant with EU Sustainable Finance Disclosure Regulation (SFDR). The firm is on at least its fourth fund — "Tiny Supercomputer Investment Company FP IV L.P." was incorporated as a Scottish Limited Partnership in Edinburgh in July 2024.

Investment Thesis

TSIC's thesis is straightforward: invest as early as possible — ideally from day one — in ambitious and unique technology startups. They are generalist early-stage investors with a European bias, though they also back companies in the US and globally. Their competitive advantage is their scale (450+ companies), the density of the 900+ founder community they've built, and the speed and conviction with which they back founders.

The firm explicitly does not lead rounds and does not take board seats. This is a deliberate strategic choice to remain lightweight and accessible — TSIC participates in rounds alongside other investors and adds value through community, network introductions, and the collective wisdom of their founder portfolio.

Stage & Check Size

Primary stage: Pre-seed and Seed
Occasional participation: Series A follow-ons for portfolio companies
Check size: ~€200K–€250K (approximately $200K–$250K USD) per investment
Lead tendency: Does NOT lead rounds — participates as a co-investor
Board participation: Does NOT take board seats or observer rights

This makes TSIC a classic high-volume early-stage fund — deploying small checks quickly across a wide range of companies, betting on portfolio construction over concentrated ownership.

Geographic Focus

TSIC is primarily European, with a strong UK and German presence. By deal count: UK (32+), Germany (19+), US (14), France (5), Switzerland (5), plus Hungary, Slovenia, Estonia, Bulgaria, and more. The two offices — London and Berlin — reflect their geographic conviction.

Sector Focus

TSIC is generalist but with clear patterns:

Enterprise Software / B2B SaaS (largest segment): B2B automation, AI-powered enterprise tools, RevOps, legal tech, accounting automation. Examples: 11x (AI digital workers), Briefcase (AI accounting), Motley (AI business reporting), Onmilex (legaltech).

Developer Tools & Infrastructure: API platforms, workflow automation, data infrastructure. Key unicorn: n8n (AI workflow automation, Series C unicorn 2025). Also: Requesty (AI gateway), Cello (PLG), GlassFlow, Outverse, Maesn (Unified API).

Fintech & Payments: Spend management, trade credit, treasury, personal finance. Key unicorn: Payhawk (Series B, $239M raised). Also: Emma, Airbank, Ontik, Round Treasury, Lemon Markets (acquired Aug 2025).

Healthcare & Digital Health: AI in clinical settings, menstrual health, preventive care. Examples: VitVio (OR computer vision), Emm (smart menstrual cup), ImVitro (IVF AI), Ahead Health (preventive care).

Consumer / High Tech: Sorare (blockchain fantasy sports unicorn, $739M raised), Ready Player Me (acquired by Netflix Dec 2025).

Security & Cyber: Escape (API security), Ploy (IAM automation), Cerbos (authorization).

AI Video / Media: Synthesia (AI video, Series E unicorn, $536M raised) — TSIC's highest-profile portfolio company.

Robotics & Automation: mimic robotics, Allonic (Hungary, $7.2M pre-seed 2026), Sunrise Robotics (Slovenia), Hypercritical (AI control software).

Climate / Clean Energy: Trawa (renewable energy for SMEs, €10M seed), DePoly (plastic recycling), Metergrid.

Portfolio Highlights

Unicorns (5 total):

Synthesia – AI video generation, London. Series E, $536M total raised.
Wayve – Autonomous driving, London. Series C. One of UK's most valuable AI startups.
N8n – AI workflow automation, Berlin. Became unicorn in 2025, 5 years after TSIC first invested.
Payhawk – Spend management platform, Sofia. Series B, $239M raised.
Sorare – Blockchain fantasy sports, France. Series B, $739M raised.

Notable Exits:

Ready Player Me → Netflix (Dec 2025)
Lemon Markets → acquired (Aug 2025)
Wind → acquired (Apr 2025)
Garden → acquired (Nov 2024)
Farewill → acquired (Oct 2024)

13 total acquisitions in the portfolio as of early 2026.

Team

Philipp Moehring — Co-founder, Partner (Investing & Fundraising). Seed investor in Sorare, n8n, Wayve, Synthesia, Payhawk, and 200+ others.
Ophelia Cai — Partner (Investing & Community)
Andy Chung — Partner (Investing & Infrastructure)
Sandra Lyness — Partner (Operations & Finance)
Harriet Dedman — Legal & Operations
Toni Everitt — Accounting & Finance
Alex Gezelius — Investing & Community
Plus: Gabbi Cahane, Andrew J Scott, Andy Lenz, Tracy Doree, Irina Elena Haivas, Desmond Poon (all Partners)

Total team of 16 with 12 partners. No board seats across the entire portfolio — deliberately.

Decision Process & Involvement

Decision process: Small partnership; highly streamlined given small check sizes
No board seats or observer rights — deliberately passive post-investment
Value-add: Community of 900+ founders for intros, co-investor referrals, problem-solving
Decision timeline: Fast — consistent with high-volume pre-seed investing

Recent Activity

TSIC is actively deploying from Fund IV (launched ~2024). 2025 saw 15 new investments; 2026 has already seen 3 by February. N8n reached unicorn status in 2025. Recent investment themes skew toward AI/enterprise software, healthcare AI, and robotics.

Co-Investors

Top co-investment partners: Seedcamp (most frequent), Kima Ventures, Augmentum Fintech, Join Capital, Lunar Ventures, Visionaries Club, RTP Global, Founderful, Balderton Capital, Speedinvest. a16z, Google Ventures, and Eurazeo have followed on in TSIC portfolio companies.