Position Ventures

When we first invested in Sesame two years ago, I knew Brendan and Ankit were building something extraordinary. Brendan’s vision, taste, and unmatched intuition for consumer technology, combined with Ankit’s deep technical expertise, made it clear that this team was one of the few teams in the world with a shot at reshaping how each of us will live our lives. The way we engage with technology is about to change—moving beyond screens and rigid commands to something seamless, natural, and deeply human. Today, Sesame is unveiling the first step toward that vision: a research preview of their expressive AI voices—Maya & Miles. It’s an early glimpse of AI that doesn’t just respond but understands, adapting to the nuances of a real conversation. And this is just the beginning. Sesame is building lightweight, all-day wearable eyewear—technology that fits effortlessly into our lives, always available when you need it, without a screen in sight. When Brendan and Ankit called me a few weeks ago to help with their research preview and spend time with the team in SF, I jumped in. What I’ve seen—the level of ambition, the breakthroughs happening daily, and the sheer brilliance of this team—has been nothing short of inspiring. This is one of the most important frontiers in AI, and Sesame is leading the way. We’re honored to be investors—and even more excited for what’s ahead. https://lnkd.in/gvf_Srrd

?? Huge congratulations to Patlytics on their $14M Series A! ?? When we invested in Patlytics’ seed round nine months ago, we saw an opportunity to back Paul Lee, Arthur Jen, and their bold vision to build the most advanced AI engine for intellectual property. Fast forward a few months, and they’re not just making waves—they’ve become the market leader, transforming how corporations, law firms, and IP professionals analyze, protect, and enforce intellectual property at an unprecedented scale. The momentum is undeniable: ?? 20x increase in ARR ?? 18x expansion in customer base ?? 300% month-over-month growth With Google, Xerox, Abnormal Security, Quinn Emanuel, Koch Disruptive Technologies, and top law firms leveraging Patlytics’ AI-powered platform, they’re redefining the future of patent strategy. What was once a complex, manual process is now streamlined, automated, and more powerful than ever. Huge congrats to the team! ?? Read more in TechCrunch: https://lnkd.in/eReTAiZg #AI #LegalTech #Startups #Patents #VentureCapital #SeriesA

Last night’s AI Founder Dinner was ?????? We tried something new:?two tables, with the mandate that everyone had to get up and switch spots throughout the evening so everyone could connect. The energy was electric, and the conversations? Even better. The ideas were flying and the room was packed with incredible AI founders including: ?? A founder who just debuted their?human-like AI-powered robot?at CES ?? A founder using generative AI to design, create, and fulfill physical products ?? A founder building AI to supercharge IT teams—resolving requests with human-level precision But the best part? Getting to know the?people?behind these game-changing companies. As we talked, it became clear these founders aren’t just building the future of AI—they’re just good at everything they put their mind to. One founder is launching a?hypebeast clothing collection?(which makes total sense—his AI startup instantly turns brand websites into intelligent, adaptive AI storefronts ?????). Others casually mentioned they had been a scientist, a gamer, or artist in a past life. It was a powerful reminder: great founders aren’t defined solely by their companies. Their diverse interests, creativity, and experiences shape how they build—and why they stand out. Nights like these—full of connection, inspiration, and collaboration—are exactly what we aim for at Position Ventures. And yes, everyone left with a Position Ventures hoodie and some Fenwick goodies! ?? Huge shoutout to our partners at?Fenwick?for helping make this magical night happen! ?

Last night we brought together a full house of the very best: ????? Visionary AI founders building transformative companies? ???? The smartest AI reporters asking the most important questions shaping this space The conversations were refreshingly candid, the insights unparalleled, and everyone walked away with something they couldn’t have found anywhere else. It was a relaxed evening packed with valuable takeaways—founders shared their journeys, the group asked thought-provoking questions, and I even found myself in a lively debate about who will dominate the future of personal computing and wearable AI (still convinced I made a strong case! ??????). At Position Ventures, we’re proud to create spaces like this—where founders, storytellers, and change makers collide to spark something greater. Here’s to making 2025 a year of bold ideas and more meaningful connections! Huge shoutout to our partners at CIBC for making this happen!! ??

?? Huge congratulations to the Twelve Labs team on this transformative $30M strategic investment and the exciting addition of Yoon Kim as President and Chief Strategy Officer!

?? Huge congratulations to New Lantern on their $19M Series A led by Benchmark! ?? So grateful to be an investor and to be able to support this inspiring team that is redefining radiology workflows with their innovative AI-powered platform, making life easier for radiologists and improving patient outcomes. Shiva Suri and the team have shown that the best solutions come from deeply understanding the problem—and their vision for transforming how radiologists work is truly game-changing. By tackling inefficiencies and empowering radiologists to focus on their expertise, New Lantern is setting a new standard in healthcare innovation. We’re beyond grateful to support New Lantern on this journey. The future is bright, and this is just the beginning of their impact on healthcare. ?? Read more in TechCrunch here: https://lnkd.in/gPEUEyFB

Masterclass in positioning and PR with Jenny He the Founder & General Partner of Position Ventures! Position Ventures invests in early-stage startups and positions them for success by helping founders nail their positioning and communications strategy. They help you tell your story so you can hire, fundraise, and partner with the best talent in the world. We discussed... -Joining Square and meeting Jack Dorsey -Her angel investing journey -Working at Expa (Garrett Camp's FO and VC) -Raising Fund I from great LPs like Tiger Global Management and Bain Capital Ventures -Focusing on positioning and what positioning means -How do to position your startup effectively -Why positioning is so important, especially in today's noisy tech space -PR strategies that work in today's market and misconceptions around PR -Building relationships with LPs -Scaling value add as a solo GP -Why is saying nothing is a strategy -How to do stealth as a strategy effectively

Huge congratulations to Ritik Malhotra and the whole Savvy Wealth team for closing a $26.5M Series A round!! When we invested in the seed round a few years ago, we were excited about Ritik's vision to modernize wealth management - a traditional industry that has been overlooked for years. Fast forward to today and Savvy Wealth's platform is now managing more than $700M in assets, with remarkable 500% YoY growth. Grateful to be a tiny part of this journey! ?? Read the full story in Fortune here: https://lnkd.in/gaCvMk5h

???? Thrilled to announce that Position Ventures portfolio company Twelve Labs, just raised a $50M Series A co-led by NEA and NVIDIA's NVentures, with participation from Index Ventures, Radical Ventures, and more.??? ?? ?? Huge congrats to Jae Lee, Soyoung Lee, Aiden L. and the entire Twelve Labs team! Still remember when it was just a handful of you at the office and now you’re growing a mighty team of 50!??? It's been an honor to see the incredible growth of this company over the last few years. When we first invested in Twelve Labs, we were captivated by their vision to make video as easy to understand as text. Fast forward, and they're not just realizing that vision—they're redefining what's possible in video understanding across diverse sectors from media, advertising, security, and more! ?????? Their latest offerings are game-changers: - Marengo-2.6: A state-of-the-art multimodal embedding model - Pegasus-1: Setting new standards in video-language modeling - Industry-first Multimodal Embeddings API Honored to be a tiny part of your journey and can't wait to see what heights you'll reach next. The future of multimodal AI is here, and it's being built by Twelve Labs!! ?????? Read the full story in Bloomberg: https://lnkd.in/ghrhURUz #VentureCapital #AI #MultimodalAI #VideoSearch #TwelveLabs

?? ?? Excited to announce Position Ventures' investment in Agora's $5M seed round led by Haun Ventures! In today's fast moving landscape, characterized by open protocols and decentralized coordination, Agora's focus on scalable participation in protocol governance is truly transformative. We’re excited to support Agora's innovative approach to tackling the chaos of governance voting. Read more about their announcement today in Fortune! https://lnkd.in/g4myiVqm