Flex Capital Q4 Highlights

What a quarter! We’re thrilled to share the exciting momentum at Flex in Q4. A few highlights:

• 📈 Made 12 investments this quarter including 8 seed and 2 pre-seed deals

• 🤝 Ramped up our venture partner program (onboarded 8 new venture partners, looked at 50+ deals together, and made 3 investments!)

• 📣 Flex portfolio companies made the news!

  • FP&A software Causal got acquired by Lucanet

  • Conversation intelligence platform Frame AI got acquired by Hubspot

  • Seed investment StackBlitz (Bolt.New) was dubbed the fastest growing company in Silicon Valley history when it went from $0->$20M ARR in 8 weeks

🎉 Welcome, New Venture Partners!

This quarter, we’re excited to welcome:

• Ariel Katz: CEO & Co-Founder of H1

• Ayan Barua: CEO & Co-Founder of Ampersand

• Johann Schleier-Smith: CEO & Founder of Crystal DBA

• Michel Tricot: CEO & Co-Founder of Airbyte

• Nate Maslak: CEO & Co-Founder of Ribbon Health

• Riddhiman Das: CTO & Co-Founder of Selfii

• Vera Mucaj: Chief Scientific Officer at Datavant

• Will Harbin: CEO of Global Worldwide

And thank you to our earliest venture partners from the summer: Ben Springwater, Kawal Gandhi, Neil Serebryany.

🚀 Flex Investments This Quarter

• Aeolus Labs (Stealth): Redirecting hurricanes by suppressing windspeed

• DealOps: Data-driven deal pricing solutions for B2B sales teams – shoutout to venture partner Ayan Barua for sourcing Dealops

• Formbricks: Open source, privacy-first, Experience Management suite

• Fresco: Create construction site reports in minutes instead of hours

• FullEnrich: Waterfall enrichment of B2B contact data – shoutout to venture partner Ayan Barua for sourcing FullEnrich

• GoAudience: AI-powered audience segmentation increasing e-commerce conversions

• Iceflower: Consumer spending insights for retail and real estate

• Lamar Health: Automated prior auth & workflow management tool for specialty drugs – shoutout to venture partner Ariel Katz for sourcing Lamar Health

• Perplexity: The future of search

• Platus: Legal infrastructure with a no-code platform and API for SMBs

• Rem: AI-powered Medicare enrollment platform

• Vocera: Observability and testing platform for voice AI agents

🌟 Join AngelFlow – a curated community of active angel investors. Only deals with personal backing are accepted.

💡 Our Investment Sweet Spot Heading into 2025:

If you know amazing founders building ambitious companies, we want to meet them. We focus on early-stage companies that fit this profile:

• Stage: Pre-seed/Seed

• Focus Areas: Vertical SaaS, AI, Dev Tools, Middleware, Data, Consumer Software, Healthcare

• Founders: We want to back the top 1% of the technical founders in your network

• Company Age & Valuation: Young companies (less than 2 years old) priced at reasonable valuations (ideally <$25M)

Let’s keep building.