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Scribble Ventures

San Francisco, California · Invests in US; Global · Website

Check size

$300K-$1.5M

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Pre-SeedSeedSeries AB2B SaaSAI & Machine LearningDeveloper ToolsHealthcare & BiotechClimate & EnergyRoboticsDeveloper Tools & InfrastructureEnterprise SoftwareRobotics & AutomationBiotech & Life SciencesClimate & Clean EnergyHealthcare & Digital Health

Thesis

AI companies are built differently. We back the world's best AI native founders and help them reshape our world for the better. We go wide on product and deep on GTM.

Likely not a fit for

Not interested in non-AI companies, non-founders, or AI applications of existing tech without native architecture

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
Decision process
Partnership vote

Partners & team

3 contacts on file

EW

Elizabeth Weil

Founder and Managing Director · Primary contact

SS

Stu Smith

Partner

JS

John Smothers

Partner

Portfolio

WhatnotEcommerce Marketplaces

Whatnot is the largest livestream shopping platform in the US, UK, and Europe—bringing millions together to shop, sell, and connect around the things they love. We’re building the future of ecommerce, bringing together community, shopping and entertainment.

BasetenDeveloper Tools Infra

Baseten is an AI infrastructure platform that provides the tooling, expertise, and hardware necessary to rapidly bring AI products to market. Their proprietary Inference Stack combines performance research with reliable infrastructure, ensuring global availability and high uptime.

FigmaEnterprise Software

Figma is a collaborative interface design tool that allows users to design, prototype, and collaborate on projects in real-time.

AbridgeHealthcare Digital

Abridge is a pioneering company leveraging generative AI to enhance clinical conversations, aiming to improve healthcare outcomes for clinicians, nurses, and revenue cycle teams. Their platform transforms healthcare interactions into actionable insights, fostering deeper understanding and efficiency in patient-provider communication.

PoolsideEnterprise Software

Poolside is a frontier lab focused on building foundation models, agents, and enterprise systems to deploy artificial general intelligence (AGI) in high-consequence environments, transforming how work gets done in enterprises.

StatsigEnterprise Software

Statsig is a modern product development platform that helps teams measure the impact of their software releases through advanced experimentation and product analytics.

Periodic Labs

Periodic Labs is pioneering the development of AI scientists and autonomous laboratories aimed at accelerating scientific discovery, particularly in the physical sciences. By leveraging vast amounts of experimental data, the company seeks to automate materials design and enhance technological progress in areas such as superconductors and semiconductor manufacturing.

Stoke

Stoke Space is revolutionizing space access with its 100% reusable Nova rockets, designed to provide affordable and on-demand access to any orbit. By leveraging full reusability, Stoke aims to significantly reduce launch costs and enhance the sustainability of space operations.

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.

PeregrineEnterprise Software

Peregrine.ai specializes in deploying edge AI for computer vision applications, focusing on safety and security across various domains including mobility, manufacturing, and public safety.

AptosDeveloper Tools Infra

Aptos is a blockchain platform that enables developers to build decentralized applications (dApps) using smart contracts. It focuses on providing a secure and scalable environment for token standards and multi-signature wallets.

Mitra ChemManufacturing Industrial

Mitra Chem is a leading energy innovator building cheaper, cleaner, and safer commercial battery materials to serve as the bedrock for global decarbonization efforts. The company utilizes machine learning and automation to accelerate the development and production of lithium iron phosphate (LFP) and lithium manganese iron phosphate (LMFP) materials for electric vehicles and energy storage.

Recent activity

Scribble Ventures in the news

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Research briefRead more
Scribble Ventures Research Investment Thesis Scribble Ventures is an AI-native venture capital firm founded by product and go-to-market leaders from OpenAI, Meta, Twitter, and a16z. The fund backs the world's best AI native founders and helps them reshape the world for the better. Their core conviction is that "AI companies are built differently" and they focus on founders who demonstrate the ability to do things that are extremely unlikely. Sector Focus Scribble exclusively invests in AI-native companies across: AI infrastructure and inference at scale AI-native software products Generative AI applications AI agents and automation Enterprise AI solutions Physical world AI/robotics The fund operates with a specific mandate: go wide on product, deep on go-to-market (GTM). Stage Focus Scribble is a pre-seed and seed-stage investor with optional Series A participation. They position themselves as "most often the first backer" and invest selectively to provide maximum time and effort at critical early stages. Check Size Based on founder feedback and website details: Pre-seed typical check: $300K-$750K Seed typical check: $750K-$1.5M Model enables flex up/down based on company needs Right-sizes checks to minimize founder dilution Lead Tendency Scribble typically leads or co-leads early-stage rounds. Their positioning as "first backer" and the detailed investment process suggests active lead participation. Recent Activity Scribble is actively deploying with strong recent activity: Portfolio includes 20+ notable companies Notable recent investments in AI infrastructure and agents Consistent deployment across pre-seed and seed stages Active founder engagement and support programs Portfolio Highlights Notable portfolio companies include: Whatnot - Largest live shopping platform in US, UK, Europe Baseten - AI inference infrastructure at scale SpaceX - Advanced rocket/spacecraft manufacturer (early investor) Figma - Collaborative design tool Abridge - Enterprise AI for clinical conversations Poolside - Generative AI for software development Sunday Robotics - AI agents for physical world interaction Statsig - Product development and experimentation platform Periodic Labs - AI scientists for materials discovery Stoke Space - Space mobility infrastructure Motherduck - Serverless data analytics Peregrine - Crime intelligence and data analytics Aptos - Web3 blockchain infrastructure Mitra Chem - Battery materials manufacturing Hadrian - Advanced manufacturing for space/defense/energy Streamline - AI for legal workflows Superdial - AI healthcare phone automation Atmo - Ultra-precise AI weather forecasting Applied Compute - Enterprise AI and agents Team Scribble's team combines deep product and GTM expertise from top tech companies: Core Leadership: Elizabeth Weil - Co-founder, former partner at Andreessen Horowitz Team members from OpenAI, Meta, Twitter, Instagram, a16z Product leaders and go-to-market specialists The team emphasizes surrounding founders with "some of the greatest minds in technology" and maintains an extensive network of advisors and experts. Decision Process Scribble uses a collaborative but efficient decision process: Initial meeting (Zoom or in-person) with founder Brings in rest of team for couple more meetings No consensus required, but all partners must be excited Investment decisions typically made within 1-2 weeks Founder Support Scribble provides extensive post-investment support: WhatsApp thread with each founding team Rapid response to big challenges and critical milestones In-person sessions and introductions Highly responsive partnership model Regular founder feedback collection Geographic Focus Based in Portola Valley (Silicon Valley), but invests nationally and internationally in AI-native founders globally. Founder Preferences Scribble explicitly seeks founders who: Demonstrate extreme capability ("do things that are extremely unlikely") Reinvent existing markets or create totally new ones Have innate edge/competitive advantage Understand product and GTM deeply Are building AI-native products Have boldness and vision Fund Status Scribble is actively deploying from its primary fund. Consistent portfolio growth and recent investments suggest mid-deployment phase with strong capital availability. Differentiation Key differentiators: Team expertise from OpenAI, Meta, a16z AI-native company focus (not general VC) Product and GTM expertise Fast decision-making (1-2 weeks) Right-sizing of checks for founder benefit Active, responsive post-investment support Highly curated portfolio approach

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