OUR APPROACH
The playbook for building an AI-native company doesn't exist yet. So we write it together.
How you build the team, price the product, sell it, run the company on AI, and get ready for your next round — all of it is changing every few months. We're in the middle of that with dozens of founders at once, so what one company figures out, the rest get. We connect you, in real time, to whoever's already solved the thing you're stuck on — and we turn what works into something the whole portfolio can use.
THE COMMUNITY
What the community actually looks like.
We keep the portfolio small and hands-on on purpose. That means peer groups, founder sessions, and private channels where the people one step ahead of you share what actually worked — so you’re not reinventing the wheel.
How founders learn from each other
AI Show & Tell — founders demo what they've actually built with AI, so the whole portfolio can steal the good ideas.
Functional peer calls — separate rooms for CEOs, marketing leaders, and product & engineering leaders to compare notes with people in the same seat.
Workshops and the annual Summit — hands-on sessions through the year, and one big gathering.
A private Slack — the always-on channel where someone's usually already solved the thing you're stuck on.
The practical lifts
Warm intros — to your first customers, senior talent, and recruiters.
Investor intros — to the right Series A leads, and the rounds beyond, when you're ready.
Vendor deals — discounts and access on the tools you're already paying for.
PR and narrative support — getting the right story in front of the right people.
QUESTIONS WE TACKLE TOGETHER
The early company-building questions are changing fast.
These aren't theoretical. They show up in board meetings, hiring plans, and pricing experiments — and in the founder stress-dreams that hit around 3 a.m. We work through them with you using two things: partner judgment from two decades of B2B investing, and real-time signal from across the portfolio.
01 Who do you hire between employees 5 and 15?
We help you decide what the company needs next, not just what the org chart says. The right early hires create momentum across product, customers, and the team you will build around them.
02 Should your next hire be a founding AE, another engineer, or a marketing leader who can actually build?
03 Are you selling software, replacing a service, or creating a category?
04 Do you price against seats, labor, outcomes, or usage?
05 What will Series A investors actually care about?
06 When do you raise, slow down, or get to profitable?
WE RUN BONFIRE ON OUR OWN AI
Meet Bonnie
We didn’t just write the thesis. We run the firm on it. If we're going to ask you to build an AI-native company, the least we can do is be one.
We built Bonfire to work like the companies we back. An AI system we call Bonnie helps us find companies, do our homework, make decisions, and support founders — and it gets sharper every time we use it. Bonnie also turns portfolio learning into portfolio advantage: across board notes, hiring patterns, pricing experiments, GTM learnings, and Series A prep, it surfaces who’s already faced the problem you’re facing, what they tried, and what worked.
The system surfaces the pattern. The partners bring the judgment.