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Essence VC

Seattle, Washington · Invests in US · Website

Thesis

We invest in infrastructure companies before they exist. Technical founders building structural solutions that enable entire new categories of software. We don't try to be 'value add' - we only succeed if we make a genuine difference through deep technical partnership, founder development, and community building.

Likely not a fit for

We avoid generic business software, consumer apps without technical depth, and founders looking for generic consulting value-add

How they invest

Lead or follow
Usually leads
Typical decision
~1 week
Warm intro
Not required
Involvement
Takes a board seat
Fund status
Actively deploying
Assets under mgmt
$41M
Decision process
Solo GP

Partners & team

3 contacts on file

TC

Timothy Chen

General PartnerManaging Partner · Primary contact

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t•••@es•••.fund

LinkedIn profile

X profile

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NG

Naomi Garrett

PartnerPartner

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n•••@es•••.fund

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NW

Naomi Walker-Garrett

Platform & OpsHead of Platform

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Portfolio

ModalEnterprise Software

Modal provides high-performance AI infrastructure designed for developers, enabling them to run inference, training, and batch processing with low latency and instant autoscaling.

OllamaEnterprise Software

Ollama is the easiest way to automate your work using open models, while keeping your data safe.

WarpLogistics Supply Chain

Warp is an AI and tech-driven transportation innovation company that helps transportation leaders design and deploy freight strategies combining FTL, LTL, and parcel for their networks.

ApolloFintech Payments

Apollo Global Management is a leading global alternative investment manager, focusing on asset management across various sectors including credit, private equity, and real assets.

TorqSecurity Cyber

Torq is transforming cybersecurity with its pioneering enterprise-grade AI-driven hyperautomation platform. It empowers organizations to instantly and precisely remediate security events and orchestrate complex security processes at scale.

ComfyMedia Entertainment

ComfyUI is an open-source platform designed for generative AI, enabling users to create videos, images, 3D assets, and audio through a node-based workflow engine. It empowers creators by providing tools for visual and audio media production without the need for extensive coding knowledge.

ClineDeveloper Tools Infra

Cline is an AI-powered coding assistant that integrates with popular IDEs like VS Code, providing advanced coding capabilities such as multi-file edits, deep context understanding, and agentic functionalities.

LancedbDeveloper Tools Infra

LanceDB is a developer-friendly, open source database for multimodal AI. It supports low-latency billion-scale vector search and is built around a new columnar data format, making it easy to build applications for generative AI, recommendation systems, search engines, and content moderation.

UnstructuredEnterprise Software

Unstructured provides a platform to transform complex, unstructured data into clean, structured data, enabling enterprises to leverage their data for Generative AI applications.

FluxNinjaEnterprise Software

FluxNinja is the company behind Aperture, the industry’s first open-source flow control and reliability management platform for modern web applications. Aperture’s out-of-the-box adaptive flow control policies are effective in preventing cascading failures and ensuring end-user experience.

SardineSecurity Cyber

The AI risk platform for fraud, credit, and compliance

MotherduckEnterprise Software

MotherDuck is a serverless data warehouse built on DuckDB, designed to provide analytics solutions for data teams, software engineers, and data scientists, enabling them to query data easily using SQL or natural language.

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Research briefRead more
Essence Venture Capital Research Investment Thesis Essence VC is a specialized infrastructure-focused venture capital firm led by solo general partner Timothy Chen. The fund invests in infrastructure companies "before they exist," with a unique conviction that the best infrastructure founders are deeply technical engineers who understand the pain points in their domains at a fundamental level. The

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