Yonder | Activity | F4

Team Portfolio Raise Essays

F4/Yonder/Activity

Yonder Activity

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

Types

Time range

Essay

Colin Gardiner published analysis of 2026 marketplace fundraising trends, highlighting AI-native marketplace success, Series A as choke point, and selective revival despite perceptions of marketplace winter.

Marketplace Investing in 2026

gardinercolin.comJUL 2026

JUL 2026

Essay

Colin Gardiner publishes Marketplace Memo #18 covering agent-led marketplaces (A2A, A2H, H2A models), SaaS vs marketplace performance, and marketplace fundraising news. Highlights Yonder portfolio company FeltSense's $5.1M raise.

Yonder

gardinercolin.comFEB 23, 2026

FEB 23, 2026

Investment

Yonder participated in FeltSense's $5.1M seed round alongside Draper Associates, Precursor Ventures, Liquid2 Ventures, and angels. FeltSense builds AI agents as fully autonomous founders, pushing the A2H (Agent-to-Human) marketplace model.

FeltSense

FeltSense Yonder

gardinercolin.comFEB 4, 2026

FEB 4, 2026

New Fund

Yonder reopened Fund I with a new hard cap of $10M after originally closing at $4.64M, as reported by Private Equity International (Venture Capital Journal). Colin Gardiner quoted on the decision to reopen the fund.

Yonder

privateequityinternational.comFEB 2, 2026

FEB 2, 2026

Team Change

Added Jack Greco, Co-Founder of ACV Auctions ($3.9B IPO), as advisor to the Yonder investment committee.

Jack Greco joined as investment committee advisor

gardinercolin.comFEB 2026

FEB 2026

Essay

Published comprehensive thesis on Yonder Fund I, the Marketplace+ model, and vision for backing next-generation marketplace operators with AI-native platforms.

Yonder Fund I: Marketplace+ Model and Building Next-Gen Marketplace Fund

gardinercolin.comFEB 2026

FEB 2026

New Fund

Closed Yonder Fund I at $4.64M with 91 founder-operator LPs to back early-stage marketplace companies.

Fund I

gardinercolin.comFEB 2026

FEB 2026

Essay

Published Q3 portfolio update outlining emerging marketplace trends: AI labor markets, prediction markets, digital twins, robotics platforms, and financialization of AI products.

Q3 2025 Marketplace Investment Landscape and Future Thesis

yondervc.substack.comNOV 2025

NOV 2025

3 investments· OCT 2025Show all

Investment

VitalCare closed $2.4M Seed round led by Frazier Group, with Yonder participating in healthcare marketplace.

VitalCare

VitalCare Yonder

yondervc.substack.comOCT 2025

OCT 2025

Investment

Downstream closed $8M Series A led by Brick & Mortar and Moneta, with Yonder participating.

Downstream

Downstream Yonder

yondervc.substack.comOCT 2025

OCT 2025

Investment

Co-led VeroSkills' $5.3M Series Seed round for AI-native labor marketplace skills platform.

VeroSkills

VeroSkills Yonder

gunder.comOCT 2025

OCT 2025

Essay

Colin Gardiner publishes essay on the 'vampire attack' growth strategy that helped launch marketplaces like Airbnb, Uber, and Thumbtack by pulling users from established platforms.

Yonder

gardinercolin.comJUN 23, 2025

JUN 23, 2025