Our new $100M fund

September 10, 2025

Hi friends,

Flybridge is pleased to announce our $100M Flybridge 2025 fund.

Nearly three years since ChatGPT launched, real work is happening. Companies in our portfolio like Aiera, Arcee.ai, and Zest AI are now building entirely new ways of working, creating, and connecting.

This is our seventh seed fund. We've already cut three checks since the first close.

Here's where we're investing:

  1. AI Infrastructure & Developer Platforms → The picks and shovels. Model infrastructure, vector databases, fine-tuning platforms. We backed MongoDB and Firebase in the cloud era. Now it's Arcade, Blitzy, Portkey, TrojAI. The tools that make everyone else more dangerous in the best possible way.

  2. Agentic Business Applications → Software that initiates. Draft, execute, reconcile, escalate. BrightHire, Covenant, Syrup, Topline Pro. Systems that transform work from knowledge processing to decision-making and execution. Software that owns outcomes.

  3. Native AI Applications for Human Potential → Our boldest bet. New UX that feels weird at first, then becomes obvious. Splice reimagining creation. Companies that reimagine human behavior entirely. Communication, identity, learning, creative expression. The crazier the better.

Our structure is intentional. 8-10 core seed investments per year where we lead with $1-3M checks. Plus 40+ pre-seed bets through NextWave, our network of 50+ operators from Anthropic, NVIDIA, OpenAI, and more. They lead investments at the edge of our thesis. This isn't a platform. It's a pit crew.

15 years ago, I started on the operator side. Built with thousands of founders. Those reps taught me what matters: 1) people obsessed with the problem 2) a product that hurts to lose, and 3) an unfair advantage that doesn't need a 40-slide deck to make sense. If we can feel those three things in the first meeting, we usually know what happens next.

What Chip, Jeff, the entire team, and I promise:

  • Fast decisions. Clear yes, no, or here's what to test

  • Long-term thinking. Day-one generosity

  • Real help when it matters

Many believe superintelligence is just a few years away. Today's platforms let founders build faster, further, with less capital. 10x founders doing more with less.

If you (or someone you know) is building in this space, let's talk.

My calendar is open. The DMs are open.

Hit reply. I’d love to chat.

— Jesse