XYZ Venture Capital

What XYZ Venture Capital does

XYZ Venture Capital is an early-stage venture capital firm founded in 2017 by Ross Fubini and headquartered in San Francisco, with a second office in New York opened in 2022. The firm invests in companies building in fintech, insurtech, artificial intelligence, defense, public-sector technology, healthcare, climate, and enterprise software, with an explicit emphasis on 'tech-forgotten industries' and founders with Palantir alumni connections. As of late 2020 the firm reported more than 40 portfolio investments and 22 portfolio companies with Palantir ties, and has continued investing actively through 2026.

The firm's investable products are its venture funds. Fund II, an $80 million early-stage vehicle focused on enterprise and fintech, was announced in December 2020. Fund IV, a $325 million vehicle announced in July 2024 with coverage in Forbes, expanded the thesis into public sector, SaaS, healthcare, climate, and defense. Notable portfolio companies include Anduril and Verkada (early Fund I bets, with Fund I companies reportedly worth more than $6 billion in aggregate by December 2020), as well as more recent investments in Chapter, ORO Labs, Yurts, Forterra, Defakto, AdsGency, Plot, Felix, and Frontier Health. Complementing the funds is a portfolio support offering covering fundraising, go-to-market, product focus, sales, and hiring, plus the XYZ job board (jobs.xyz.vc) which aggregates open roles across the portfolio via Getro.

XYZ follows standard venture fund economics, generating revenue through management fees on committed capital across multiple fund vehicles plus carried interest on profitable exits. The firm is privately held and founder-led, with Ross Fubini as Managing Partner, a partnership bench that expanded in 2024 to include Chauncey Hamilton (East Coast), Art Clarke (ex-Apple AI/ML platforms), and Camille Ricketts (ex-Notion, Head of Marketing), and the firm's first Principal (JeanClaude Dorsainvil) promoted in January 2026. The firm does not publicly disclose management fee rates, carried interest terms, AUM, or limited partner composition.

Name

XYZ Venture Capital

Legal name

XYZ Venture Capital

Website

https://www.xyz.vc

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Short description

XYZ Venture Capital is an early-stage venture capital firm founded in 2017 that invests in fintech, insurtech, AI, defense, public-sector tech, healthcare, and enterprise software, with deep Palantir alumni ties and notable early bets on Anduril and Verkada.

Ownership category

akta.pro rank

Product category

Venture Capital

NAICS

Portfolio Management and Investment Advice (52394)

akta.pro primary industry

Sector-Focused Venture Capital (Vertical Specialists) (FSANAAAD)

akta.pro secondary industry

Impact / ESG Venture Capital (FSANAAAG)

Keywords

• Early-stage venture capital
• Fintech investing
• Insurtech investing
• Venture fund management
• Founder support services

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Venture fund management (management fees + carry): Operates traditional early-stage venture fund vehicles (Fund I, Fund II of $80M, Fund IV). Generates revenue through management fees on committed capital and carried interest on profitable exits. Fund II backed companies in fintech infrastructure, enterprise collaboration, and tech-forgotten industries.
2. Realized exits / portfolio appreciation: Fund I companies are reported to be worth more than $6B in aggregate value as of Dec 2020, generating return potential via carried interest when portfolio companies exit or raise up-rounds. Notable winners include Anduril and Verkada.

Go-to-market motion1 record

Core offering

XYZ Venture Capital is an early-stage venture capital firm that invests U.S. growth capital into startups across fintech, insurtech, public-sector technology, defense, healthcare, climate, and enterprise SaaS via dedicated venture funds (Fund II $80M, Fund IV $325M). The firm pairs capital deployment with hands-on Portfolio Network and Founder Support Services covering fundraising, go-to-market, product focus, sales, and hiring, and operates a portfolio-network job board (jobs.xyz.vc) for talent sourcing.

Product overview

XYZ Venture Capital is a venture capital firm (not a software product company) that provides a single, unified offering centered on early-stage investment funds and value-add founder support services rather than a platform-plus-modules software architecture. Its investable products are its venture funds — most notably Fund II ($80M, December 2020) and Fund IV ($325M, July 2024) — which target enterprise, fintech, public sector, healthcare, climate, and defense-tech companies. Complementing these funds is the XYZ Portfolio Network and Founder Support Services offering, through which the firm provides hands-on operational help to portfolio founders on fundraising, go-to-market, product focus, sales, and hiring. The XYZ Venture Capital Job Board (jobs.xyz.vc) is an ancillary network service that aggregates open roles across the portfolio (e.g., Anduril, Plot, Cape, Wagestream, Istari, Armory, Astranis, Charm Industrial) and is operated on the firm's behalf by Getro.

Differentiator

Problem solved

Functional benefit

Products and services

• XYZ Fund II An $80 million early-stage venture capital fund announced in December 2020, focused on enterprise and fintech, including fintech infrastructure, enterprise collaboration, and tech-forgotten industries such as insurance and the public sector; for U.S.-based startup founders seeking seed/Series A capital.
• XYZ Fund IV XYZ's fourth venture capital fund, announced in July 2024 with coverage in Forbes, representing $325 million in capital. Continues the firm's focus on public sector tech, SaaS, fintech, healthcare, climate, and defense, and added new partners Art Clarke and Camille Ricketts.
• XYZ Venture Capital Job Board (jobs.xyz.vc) An online job board hosted on jobs.xyz.vc and powered by Getro that lists open roles across the XYZ portfolio network (including Anduril, Plot, Cape, Istari, Armory, Astranis, Wagestream, Ossium Health, Charm Industrial, and others); job seekers can subscribe to job alerts, join the talent network, and apply to roles.
• XYZ Portfolio Network and Founder Support Services An ongoing service offering for portfolio company founders across domains including fundraising, go-to-market strategy, product focus, sales, and team-building, providing access to the firm's Palantir-alumni network and hands-on operational guidance from the XYZ team.

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves6 records

Expansion highlights7 records

Direct peers

• First Round Capital: Seed- and early-stage focused venture firm with a strong community/brand platform (First Round Review) and a track record of backing technical founders. Directly comparable in stage, boutique structure, and founder-first orientation, and historically a competitor for talent (Chauncey Hamilton joined XYZ from First Round).
• Founders Fund: Early-stage tech VC known for defense, frontier-tech, and contrarian bets. Direct peer in defense and deep-tech (e.g., co-led Arda alongside Founders Fund) and in the founder-led, thesis-driven style XYZ emulates.
• Lux Capital: Early-stage VC focused on AI, deep tech, defense, and science-driven startups. Highly comparable in defense/public-sector thesis and in the technical-founder orientation of recent XYZ bets (Yurts, Forterra, Rune Technologies).
• Acrew Capital: Boutique early-stage venture firm with a strong fintech and enterprise infrastructure thesis. Closely comparable in size, stage, and sector focus to XYZ's fintech- and insurtech-leaning Fund II book.
• Costanoa Ventures: Early-stage enterprise and fintech investor with a small partner team. Comparable in boutique structure, stage (seed to Series A), and enterprise/fintech focus, particularly relevant to XYZ's Chapter, Joyful Health, and Rivet Tax bets.
• Village Global: Network-driven, early-stage venture firm. Directly comparable given that founder Ross Fubini previously worked at Village Global; similar LP base style and early-stage orientation.
• Kapor Capital: Early-stage, mission-aligned venture firm. Comparable in stage and founder-led boutique structure, and is Ross Fubini's prior firm, making it a natural reference point for XYZ's model.

Broad incumbents

• Andreessen Horowitz: Large multi-stage venture platform with dedicated AI, defense, fintech, and infrastructure practices. Overlaps with XYZ on most active themes (AI infra, defense, fintech) but at materially greater scale and with a dedicated operating platform.
• Khosla Ventures: Large early- and growth-stage firm with deep AI, climate, and healthcare exposure. Competes with XYZ in AI infrastructure and healthcare (Joyful Health, Rivet Tax sit in Khosla-style territory) but at a much larger fund size.
• NEA (New Enterprise Associates): Large multi-stage venture firm with broad sector coverage including AI, defense, fintech, and healthcare. Overlaps with XYZ on most of Fund IV's themes (AI, healthcare, defense) at materially larger fund size and longer history.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/XYZ_VC
• LinkedInlinkedin.com/company/xyz-venture-capital

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments179 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about XYZ Venture Capital