Yellow Rocks!
Yellow Rocks! (YR Capital II, L.P.) is an early-stage venture capital firm headquartered in San Francisco with a Lisbon office, investing pre-seed through Series A in AI-enabled startups across Future of Work, FinTech, EdTech, and Gaming worldwide. The firm manages 40+ portfolio companies and co-runs the Pre-Seed To Succeed program.
- Company typePrivate
- Founded2013
- HeadquartersSan Francisco, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Yellow Rocks! does
Yellow Rocks! (legally YR Capital II, L.P.) is a Delaware-registered early-stage venture capital firm headquartered in San Francisco with a regional office in Lisbon. Founded in 2013, the firm invests pre-seed through Series A with a stated sweet spot at Seed stage, writing check sizes between approximately $0.85M and $3.5M in 2025-2026. The firm concentrates on four verticals: Future of Work, FinTech, EdTech, and Gaming, and has explicitly invested in AI-enabled companies since 2017. The portfolio comprises 40+ companies across 15+ countries spanning the U.S., U.K., Switzerland, Israel, Singapore, Brazil, and others, with limited partners able to participate via YR Capital II, L.P. or as syndicate partners.
The firm operates a co-sponsored investment program called Pre-Seed To Succeed (P2S) alongside AltaIR Capital, Smart Partnership Capital, and I2BF Ventures, designed to help founders raise their first funding round. Value-add services for portfolio companies include fundraising support, introductions to follow-on VC and angel investors, talent sourcing for developers and C-level hires, and legal support. Distribution is direct-to-founder with a publicly stated 2-3 week term sheet process, complemented by deal flow from the global innovation network the firm has cultivated since 2013.
The revenue model follows standard VC economics: management fees from limited partners on committed capital, supplemented by carried interest from successful exits. The eight-person team is led by Managing Partner Sergei (Bogdanov) and Partner Roman, with three venture partners (Valerie, Slava, Dmitrii), Legal Partner Elena, Associate Sasha, and Head of Operations Anna. Geographic scope is intentionally global, with the thesis targeting founders building toward billion-dollar outcomes over a 5-8 year horizon.
Yellow Rocks! firmographics
Firmographics- Name
- Yellow Rocks!
- Legal name
- YR Capital II, L.P.
- Website
- https://yellowrocks.vc
- Company type
- Private
- Founded year
- 2013
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Yellow Rocks! (YR Capital II, L.P.) is an early-stage venture capital firm headquartered in San Francisco with a Lisbon office, investing pre-seed through Series A in AI-enabled startups across Future of Work, FinTech, EdTech, and Gaming worldwide. The firm manages 40+ portfolio companies and co-runs the Pre-Seed To Succeed program.
- Ownership category
- akta.pro rank
Yellow Rocks! industry classification
Industry- Product category
- Venture Capital
- NAICS
- Open-End Investment Funds (525910)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Early-Stage Venture Capital (Pre-Seed/Seed) (FSANAAAA)
- akta.pro secondary industry
- Early-Stage Venture Capital (Series A/B) (FSANAAAB)
Keywords
Where Yellow Rocks! is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Yellow Rocks! business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Revenue model
- Management Fees: VC fund management fees collected from LPs
- Carried Interest: Performance-based carried interest from successful portfolio company exits
Go-to-market motion2 records
Distribution channels3 records
Marketing channels3 records
Yellow Rocks! product offering
Product offeringCore offering
Yellow Rocks! (legally YR Capital II, L.P.) is a venture capital firm that invests in fast-growing early-stage tech companies from pre-seed to Series A, with a sweet spot at the Seed stage. The firm focuses on AI, Future of Work, FinTech, EdTech, and Gaming startups, and offers value-add services including fundraising assistance, networking, hiring support, and legal support. It also runs the Pre-Seed To Succeed program to help young companies raise their first funding round.
Product overview
Yellow Rocks! is a venture capital firm (not a technology product company) that provides early-stage investment services to tech startups. The core offering consists of investment capital and value-add services including fundraising assistance, networking, and hiring support. The Pre-Seed To Succeed program specifically targets companies raising their first funding round. The firm has been actively involved in the global innovation ecosystem since 2013 and invests in AI since 2017.
Differentiator
Problem solved
Functional benefit
Brands
- Pre-Seed To Succeed: A special investment program aimed to help young and ambitious companies raise their first funding round.
Products and services
- Early-Stage Investment Services Early-stage venture capital investment from pre-seed to Series A, with a sweet spot at Seed stage, focused on AI, Future of Work, FinTech, EdTech, and Gaming sectors. Includes value-add services such as fundraising assistance for current and future rounds, networking with VC funds and angel investors, hiring support (developers and C-level executives), and operational support aimed at global market expansion over a 5-8 year horizon.
- Pre-Seed To Succeed (P2S) Program A special investment program aimed at helping young and ambitious companies raise their first funding round, operated as a Yellow Rocks! initiative in partnership with AltaIR Capital, Smart Partnership Capital, and I2BF Ventures. Provides tailored pre-seed investment support to first-time founders.
- LP and Syndicate Participation in YR Capital II, L.P. Fund vehicle enabling Limited Partner investment into YR Capital II, L.P. as well as syndicate partnership opportunities in particular deals or segments of the portfolio. Provides investors access to the firm's AI-focused early-stage deal flow across global markets.
Quantifiable outcome
- Portfolio companies operate across 15+ countries including USA, UK, Switzerland, Cyprus, Israel, Philippines, Singapore
- +1 more outcomes
Companies that use Yellow Rocks!
Customer profileNamed customers8 records
Segments4 records
Ideal customer profiles2 records
Yellow Rocks! technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Yellow Rocks! partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Pre-Seed to SucceedcoreSpecial investment program operated by Yellow Rocks! aimed at helping young and ambitious companies raise their first funding round. Co-sponsored with AltaIR Capital, Yellow Rocks, Smart Partnership Capital, and I2BF Ventures.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
Yellow Rocks! competitors and assessment
Company assessmentBroad incumbents
- Y Combinator: The largest pre-seed accelerator globally, providing standardized initial funding to thousands of startups. Yellow Rocks! operates in the same pre-seed stage but as a traditional fund rather than an accelerator model.
- Techstars: Global early-stage accelerator and investor with mentorship-driven programs. Comparable stage focus but with a much larger institutional footprint and program-based GTM.
- 500 Global (500 Startups): Large global early-stage VC with accelerator programs across emerging markets. Overlap with Yellow Rocks! in geographic breadth, fintech/edtech sector focus, and pre-seed/seed check size, though at significantly larger scale.
Direct peers
- Smart Partnership Capital: Early-stage VC co-investing alongside Yellow Rocks! on multiple deals including LovOn, Global Work, and Social Links. Directly comparable stage and check-size profile.
- Speedinvest: European early-stage VC investing across fintech, SaaS, and consumer. Comparable in stage (pre-seed to Series A), sector focus on fintech, and B2B SaaS orientation.
- TMT Investments: Public-listed tech investment fund focused on early-stage rounds globally. Led the Global Work pre-seed round with Yellow Rocks! participation, sharing a similar early-stage, cross-border mandate.
- AltaIR Capital: Early-stage VC investing globally with strong fintech and SaaS focus. AltaIR is one of Yellow Rocks!'s most frequent co-investors, partnering on Pre-Seed To Succeed, Global Work, LovOn, and Social Links rounds, making it the most directly comparable peer.
- I2BF Ventures: Global early-stage VC with portfolio spanning multiple geographies and verticals. Active co-investor in the Pre-Seed To Succeed program and LovOn round with Yellow Rocks!.
- SFC Capital: UK-based pre-seed and seed investor. Led the Noxus pre-seed round with Yellow Rocks! participation, sharing a similar check size and stage profile.
- Antler: Global pre-seed VC with residency programs that source founders from multiple geographies. Highly comparable to Yellow Rocks! in its pre-seed stage focus, global footprint, and B2B SaaS orientation.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Yellow Rocks! social profiles
Digital presenceYellow Rocks! financial estimates
Financial estimateRevenue estimate
Valuation estimate
Yellow Rocks! leadership team
Management profileNumber of profiles
Profiles8 records
Yellow Rocks! funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Yellow Rocks! M&A and investment
M&A and investmentM&A
Investments39 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Yellow Rocks!
What does Yellow Rocks! do?
Yellow Rocks! (legally YR Capital II, L.P.) is a venture capital firm that invests in fast-growing early-stage tech companies from pre-seed to Series A, with a sweet spot at the Seed stage. The firm focuses on AI, Future of Work, FinTech, EdTech, and Gaming startups, and offers value-add services including fundraising assistance, networking, hiring support, and legal support. It also runs the Pre-Seed To Succeed program to help young companies raise their first funding round.
Is Yellow Rocks! a public or private company?
Yellow Rocks! is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Yellow Rocks! founded?
Yellow Rocks! was founded in 2013. It employs 11 to 50 people.
Where is Yellow Rocks! based?
Yellow Rocks! is headquartered in San Francisco, United States, in the North America region.
How does Yellow Rocks! make money?
Two revenue lines are on record. Management Fees are the primary driver. The others are carried Interest.
Who are Yellow Rocks!'s main competitors?
Broad incumbents on record are Y Combinator, Techstars and 500 Global (500 Startups). Direct peers are Smart Partnership Capital, Speedinvest, TMT Investments, AltaIR Capital, I2BF Ventures, SFC Capital and Antler.
Does Yellow Rocks! have an API?
No public API is recorded for Yellow Rocks!.
What industry is Yellow Rocks! in?
Yellow Rocks!'s product category is Venture Capital. Its primary akta.pro industry code is FSANAAAA, Early-Stage Venture Capital (Pre-Seed/Seed), with a secondary code of FSANAAAB, Early-Stage Venture Capital (Series A/B). Its NAICS code is 525910 and its SIC code is 6282.