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Vermilion Cliffs Ventures

San Francisco, CA · Invests in US · Website

Pre-SeedSeedB2B SaaSAI & Machine LearningDeveloper ToolsCybersecurityDeveloper Tools & InfrastructureEnterprise SoftwareSecurity & Cybersecurity

Thesis

The next generation of category-defining software won't be born in pitch decks — it'll be hacked together by technical founders who deeply understand the problem. We back developer tools, infrastructure, AI, and security at pre-seed and seed with hands-on GTM support.

Likely not a fit for

No consumer social, non-technical founding teams, or late-stage companies

How they invest

Lead or follow
Usually leads
Typical decision
~2 weeks
Warm intro
Not required
Involvement
Advisor
Fund status
Actively deploying
Decision process
Solo GP

Partners & team

2 contacts on file

AS

Ashley Smith

General PartnerFounder, General Partner · Primary contact

+ Pitch

a•••@ve•••.fund

LinkedIn profile

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MM

Meghan Murphy

Platform & OpsChief of Staff, Head of Platform

+ Pitch

m•••@ve•••.fund

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Portfolio

ArgillaEnterprise Software

Argilla is a collaboration tool for AI engineers to build high-quality datasets, focusing on NLP and LLMs to improve data quality and model performance.

Lee Faus Newco [Software Development]

$24

Baz
CatioEnterprise Software

Catio is building the world’s first AI copilot for tech architecture, providing visibility, data-driven recommendations, and expert guidance to optimize technology stacks and improve decision-making.

ClarifyEnterprise Software

Clarify is an autonomous CRM designed for founder-led startups, integrating customer data from various platforms to streamline sales processes and enhance customer relationships.

ColimitEnterprise Software

Colimit provides AI-powered root cause analysis for continuous integration (CI) failures, helping engineering teams save time and maintain workflow by automatically fixing build issues and managing flaky tests.

Confident AIEnterprise Software

Confident AI is the AI Quality platform that helps teams ship reliable AI applications. It provides evals in development to catch issues before deployment and observability in production to continuously monitor AI quality at scale.

CopilotKitEnterprise Software

CopilotKit provides an enterprise-ready frontend stack for integrating AI agents into applications, enabling seamless user-agent interactions through customizable SDKs and protocols.

DelightEnterprise Software

Delight is an automated platform that helps businesses generate consistent revenue from existing customers by using AI to identify and re-engage them, creating personalized outreach and maximizing ROI.

ERSCDeveloper Tools Infra

East River Source Control is building high quality tooling to help you manage your most important asset: your code.

FiveonefourDeveloper Tools Infra

Fiveonefour provides a developer toolkit for analytical backends, aiming to simplify the data engineering process and enhance developer experiences in the data and analytics stack.

FormalstackEnterprise Software

Formalstack is rethinking the computing stack for serverless applications, focusing on elastic, soundly isolated, and globally available execution. They leverage formal verification and compilers to build a new programming language and infrastructure for serverless networking.

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Research briefRead more
Vermilion Cliffs Ventures Research Investment Thesis Vermilion Cliffs Ventures is a pre-seed and seed-stage fund built for the next generation of developer-led companies. Founded by Ashley Smith, a former CMO and operator with exits at Twilio, Parse, GitHub, and GitLab, the fund backs technical founders building developer tools, infrastructure, AI products, and security primitives. The core thesis

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