Following the Signals That Matter

From Signal to Scale: Our Continued Backing of Founders with Deep Expertise

Our continued backing of founders with deep expertise. As we reflect on strong movement across our funds we’re pleased to share updates from our portfolio that demonstrate consistent progress, capital momentum, and founder execution. This strengthened our focus on disciplined execution and long-term outcomes. We continue to back founders with deep expertise building durable technology that transforms how industries operate and remain positive about the trajectory of our portfolio. Our recent activity continues to align around three themes: Highlights Our portco, was recently acquired by Polymarket. announced a nationwide partnership that shows a clear understanding of how communities share important life moments and was selected for the Charles River Cell & Gene Therapy Incubator Program. ’s clients saw a 36% reduction in total cost of care for patients with dementia over the year and was recently granted a U.S. Patent for their work on automated classification of relative dominance in audio conversations. recently raised a $15M Series A and is looking to hire six engineers and four sales roles (AEs, BDRs and AMs). Our most recent Featured Investment from our V-Tech II fund, is building the missing software layer for humanoid robots: a social, context‑aware “brain” that makes hardware commercially deployable rather than just demo‑ready. As one of our investments from the most recent Y Combinator batch, we are pleased with our selection of . We recently deployed follow-on capital from our SOF I fund into , , , and . All five are applying AI to complex, high-stakes workflows inside technical, regulated industries where precision and infrastructure matter more than hype. From our Singularity Access I fund, which focuses on high-growth, late-stage technology companies aligned with our conviction in AI-driven infrastructure and software we’ve deployed capital into Ripple, Anthropic, Erebor, Polymarket, Lightspeed and . Collectively, these commitments reflect a focused emphasis on AI‑native infrastructure and workflow automation, modernizing core workflows with agentic systems, funding developer platforms that accelerate production AI, and extending these themes into robotics and security as embedded, defensible layers in the enterprise stack. The hard work and dedication by the founders in our portfolio is nothing short of and we’re excited to watch them continue to scale. Upcoming Investments for Your Radar Our team is building the early pipeline for the , which will be presented in San Francisco during the first week of March. We are prepared to make between five and 10 investments, adding to our current YC backed portco list of over 90 investments. Our long-standing connection with the infamous accelerator continues to strengthen our access to high-quality deal flow and position us for the next wave of breakout companies. We’re proud of the progress across each of our funds and are confident in what’s ahead. Thank you for your continued partnership and trust in Singularity Capital. If you would like to recieve updates like this in your inbox, please click to subscribe. #BackedBySingularityCapital #portfolio #portco #investment #vc #venturecapital

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Featured Investment: Lightberry

Our featured investment: Lightberry takes the spotlight as Singularity Capital’s most recent featured investment. is building the missing software layer for humanoid robots: a social, context‑aware “brain” that makes hardware commercially deployable rather than just demo‑ready. Their software enables humanoid robots to listen, speak, and act autonomously, making them contextually aware, customizable, and emotionally intelligent. Lightberry was co-founded in 2025 by and , both seasoned entrepreneurs with deep technical and entrepreneurial pedigrees. Ali Attar is also the founder of SigmaOS (YC S21), a high-performance macOS browser, and has prior startup experience with Loop and Dromadis Health. He’s a product engineer with a track record in AI-driven consumer tech and human-robot interaction. Stephan Koenigstorfer holds a PhD, MBA, and MSci, and brings expertise from his time at CERN, as well as robotics and software engineering roles at startups like Bucket Robotics and Stack AV. Their combined backgrounds in AI, robotics, and consumer product development position Lightberry at the forefront of human-robot interaction innovation. The Problem: Impressive Hardware, Socially Broken Software The current state of humanoid robotics reveals a striking asymmetry. Hardware manufacturers have cracked the physics problem. Unitree's G1, a $35,000+ platform, can walk autonomously, grasp objects with precision, and execute complex motor sequences. Booster's T1, priced in the $20,000–$30,000 range, offers similar kinematics in a more affordable package. These are no longer laboratory curiosities, they are deployable platforms. Yet in practice, humanoid robots deployed in public environments (conferences, retail locations, offices) consistently demonstrate the same behavioral deficiency: they are not socially autonomous. They either require a remote operator to drive behavior in real time, or they suffer from a brittle chatbot problem. When generic large language models are simply bolted onto robot hardware, the result is reliably poor: Lack of situational awareness : Robots respond to every ambient noise, every stray voice command, breaking the flow of human conversation and creating the impression of incompetence. Absence of personality : The robot speaks in the flat, undifferentiated voice of a generic API call. There is no sense that the machine has preferences, boundaries, or an internal life. Dependency on teleoperation : When the pre-programmed behaviors fail (which they do, frequently, in unstructured human environments), the robot defaults to a remote operator. This destroys the sense of autonomy and makes deployment uneconomical at scale. Rigidity outside scripted scenarios : The robot cannot adapt to contextual variation. It freezes when confronted with behavior that doesn't match the narrow band of training scenarios. Why Lightberry? Lightberry’s core insight is that the missing piece is not more metal, but a robust social operating system for robots: a brain that fuses perception, navigation, dialogue, and personality into a single, configurable layer. By abstracting the complexity of multimodal perception into a software platform that works across multiple manufacturers, Lightberry aims to become for humanoids what MS‑DOS or Windows were for early PCs, a standard interface that unlocks a mass market around a fragmented hardware ecosystem. Lightberry implements what they call an "internal monologue" system, where the robot maintains an ongoing reasoning process about context, intent, and appropriate action. Instead of a reactive chatbot that responds to every input stimulus, the robot decides when to engage, what to do, and how to respond, based on a coherent model of the situation. Why This Matters Now Humanoid platforms are finally approaching a cost‑performance curve where broad deployment looks plausible, but there is no clear default software layer for social, people‑facing behavior. Lightberry is explicitly going after that horizontal “brain” layer, with hardware‑agnostic integrations, emotionally intelligent interaction, and voice‑driven configuration that map well to the needs of facilities, event operators, and consumer environments that lack in‑house robotics talent. If humanoids follow PCs and smartphones, the dominant value may accrue not to any single hardware form factor but to the software stack that makes them safe, personable, and commercially useful in the real world. #BackedBySingularityCapital #portfolio #portco #investment #vc #venturecapital

F25 YC Demo Day Investments

Our team returned to San Francisco for our ninth Demo Day. Each visit strengthens our relationship with the YC ecosystem and gives us direct access to the founders building the future of the world. This cohort stood out for its depth, focus, and urgency to ship products that people want. From the group, we selected ten companies that reflect where real progress is happening across AI, automation, autonomy, and industry-scale infrastructure. We see five themes across these companies. AI taking over specialized work: , , and automate work that slows companies down. Cranston replaces manual accounting labor with agents that reconcile data, prepare tax workflows, and deliver clean financials. Jarmin acts as a full-time ML engineer, handling data integration, feature work, and model deployment without the cost or hiring friction of a large team. Fernstone speeds up commercial insurance by blending automated agents with licensed brokers to secure coverage in days, not weeks. These teams work inside large, established industries and bring deep domain expertise to each product. Infrastructure for the agentic era : , , and build the core rails for agents as they move into mainstream use. Dome provides a unified API for prediction markets, giving developers clean access to trading, data, and execution across venues. Multifactor delivers the security layer that agents need, including authentication, authorization, and audit controls that enterprises expect. Bear helps companies show up in AI-driven recommendations and converts this traffic into identifiable, high-intent leads. These companies form the foundation that agents rely on to access data, operate securely, and reach users. Automation in large operational industries: delivers a financial operating system for real estate owners and operators, combining banking, intelligence, and automated workflows. Their platform increases property values through faster insights and better control of cash flow. Autonomy in the physical world: and show how AI moves beyond screens into machines that act in real environments. Lightberry gives robots the “social brain” needed to interact through speech, awareness, and context. This unlocks new use cases in homes, offices, and public spaces. Tornyol uses low-cost micro-drones to reduce mosquito populations with sensors, ultrasonic systems, and custom control algorithms. AI improving health and human support: focuses on addiction recovery with both a consumer app and a tele-therapy clinic. The product includes an AI sponsor, structured learning content, and tools for tracking progress. Their clinical team delivers high-quality care across multiple states and continues to expand. Each team targets a real problem inside a large market. Their products offer clear value to customers and remove work that slows businesses, operators, and institutions. They focus on practical adoption, strong execution, and technology that fits cleanly into existing workflows. These is the kind of company we back across the YC ecosystem. We are excited to support these founders as they build products with scale and purpose. To explore each company, click here and follow our updates as the batch continues to evolve. #BackedBySingularityCapital #portfolio #portco #investment #vc #venturecapital

Efficiency does Not Erase Work. It Creates More of It.

Efficiency does not erase work. It creates more of it. In a recent video, Y Combinator’s challenged the loudest takes on AI and work. He said both the doomers and the skeptics are wrong. Tan points to the case of radiologists. When AI tools made image analysis faster and cheaper, demand for scans and for radiologists increased rather than replacing the professionals as some predicted. Cheaper access revealed hidden demand and created more complex, valuable work for humans. Economists call this Jevons Paradox : when technology makes something more efficient, demand for it often grows . The same pattern has played out across history from container shipping to cloud computing, and it is happening again with AI. At Singularity Capital , we see this dynamic every day. The most resilient founders we back are building tools that make human capability compound. Each example proves the same point: when AI lowers the cost of doing something, it expands what is possible. The future of work belongs to founders who see AI as leverage, not replacement. The future is not waiting for permission. It is already being built, and we're ready to back the founders paving the way. #BackedBySingularityCapital #portfolio #portco #investment #vc #venturecapital

Building Smarter Supply Chains: Why We Backed GETASAP.

Singularity Capital is proud to highlight , as our most recent featured investment. Founded in 2023, GETASAP is modernizing how retailers access and manage inventory across the world’s most complex supply chain environments. The company operates a tech-enabled, data-driven fresh produce and retail supply service for restaurants, small grocers, dark stores, and regional retailers. By combining physical infrastructure with intelligent software, GETASAP delivers a level of speed and precision previously unavailable to smaller operators. At the core of GETASAP's business is proprietary demand intelligence software that processes sales and inventory data from every store it serves. The system learns what each location actually sells, maintains optimal stock in nearby micro-fulfillment centers, and enables delivery within eight hours. Founder, Raghav Arora began his entrepreneurial journey at 13 and now, at 17, has built one of the most dynamic B2B distribution platforms in Southeast Asia. Co-founder Pranavkrishna Suresh, 19, brings deep technical experience as a researcher at the Georgia Institute of Technology. Together, they have scaled the company and secured backing from world-class investors including Singularity Capital, Y Combinator, General Catalyst, Pioneer Fund and others. Southeast Asia’s $1.13 trillion retail economy is projected to grow to $1.68 trillion by 2033, while the US fresh and regional retail markets continue to face similar challenges of waste, inefficiency, and unpredictable demand. Across regions, the fundamental problem remains the same: fragmented distribution, manual forecasting, and a lack of real-time visibility into consumer demand. GETASAP’s decentralized fulfillment model uses proprietary AI to predict market shifts, automate replenishment, and position inventory close to actual demand. By integrating global commodity data, logistics signals, and real-time sales information, the platform reduces waste and ensures rapid, cost-efficient delivery. The company’s dual-market strategy gives it a unique advantage. What works in the dynamic, high-density markets of Southeast Asia informs the company’s operations in the US, where the same principles of speed, data transparency, and efficient last-mile fulfillment are equally transformative. Today, GETASAP’s partnerships include global names such as Unilever, Ben & Jerry’s, Frito Lay, Takis, Feastables by MrBeast, and Prime Hydration. At Singularity Capital, we invest in the systems that move the world. GETASAP’s approach—integrating technology, infrastructure, and data intelligence—represents exactly the kind of operational innovation that defines the next generation of global commerce. We are proud to be on board as they build the supply chain of the future. #BackedBySingularityCapital #portfolio #portco #investment #vc #venturecapital

Balancing AI and Authenticity: The Story Behind Averi AI

is solving one of marketings biggest challenges: how to make AI powerful without losing the human touch. And Singularity Capital is backing him all the way. As founder and CEO of , Zack calls his platform the AI Marketing Workspace. It is built to supercharge marketers, not replace them. By blending AI models trained on the best marketing frameworks with a curated network of human experts, Averi helps teams work faster, stay creative, and cut out the busywork that drains energy. Why Averi? Why Now? Zack has always been inspired by the big waves of technology. The dot-com boom transformed the internet. The rise of mobile reshaped daily life. Now, with AI, he sees his own chance to build at the center of the next great shift. “What I think is motivating is not just that this is the next big wave. It is the largest of all of them. And I don’t think it is ten years away. It is two years away. And we’re ready.” For Zack, that urgency is the opportunity. Averi is his way of making a lasting impact, not by creating just another SaaS tool, but by reimagining how marketers work every single day. What Averi Does Averi calls itself the AI Marketing Workspace. Think of it as a tool belt for marketers: The result is a platform where marketers can move as fast as their ideas, without drowning in context-switching across a multitude of different tools. It is about staying in that creative flow state, where the best work actually happens. Culture as a Differentiator Averi’s innovation is not just in code. It is in the team. Zack shares three non-negotiable traits for every hire: Averi’s approach to team culture earned it a spot on Inc.’s Best Workplaces list, a recognition that reflects how intentional the company has been in building its environment. A Different Kind of Ambition and Purpose Zack’s vision for Averi is clear. He wants to build a billion-dollar business with just 25 or 30 people, creating high revenue per employee so the team that builds the company is the team that benefits from its success. It is a model built on focus and efficiency. Small, highly capable teams powered by AI, aiming for impact at scale. “Averi exists so that marketers can actually live their lives, not die early of stress. We want to take away the drudgery so people can spend more time being creative, strategic, and making the world a more beautiful place.” It is not about replacing marketers. It is about giving them tools to do their best work, and still make the baseball game, the fly-fishing trip, or the family dinner. Why We’re Excited At Singularity Capital, we backed Zack and Averi early because we believed in both the product and Zack as the founder. Watching the company grow has only reinforced that conviction. Thousands of marketers and operators, from venture-backed startups to large-scale enterprise teams, are utilizing Averi to discover new levels of department efficiency, create on-brand content at low cost, and collaborate with the best marketing specialists on the planet. Over the next few months, the Averi team will release a flurry of innovative product updates and improvements, on their journey to building a generational platform in the space. We are proud to stand behind founders like Zack who are bold enough to rethink the fundamentals of how work gets done.Because the future of marketing will not just be AI-powered. It will be AI combined with human creativity, working together. Follow Singularity Capital for more founder stories from our portfolio, and to see where Averi goes next. #BackedBySingularityCapital #portfolio #portco #investment #vc #venturecapital

Summer 25 YC Demo Day Investments

Last week marked our ninth Demo Day. From 153 startups that presented, we selected six to join the Singularity Capital portfolio. Since Y Combinator’s founding, on average 6% of startups that go through the program have become unicorns (valued at $1B+). That track record speaks to the outsized impact YC companies have on the global economy and why we’re always excited to back the most ambitious teams we meet there. What ties these six companies together? Each is solving a real-world problem with deep, defensible technology. Together, they highlight themes we’re bullish on: AI moving into physical workflows, automation modernizing legacy industries, and global platforms scaling logistics. Here’s why we’re backing them. What they do: Blank Bio is building foundation models for RNA, enabling faster and more precise development of mRNA medicines. Why it matters: mRNA opened a new frontier in healthcare, but designing new therapies is still a slow, trial-and-error process. Blank Bio’s models cut through the complexity, making it possible to design, test, and scale new drugs much faster. Why we invested: The founders, Jonathan Hsu, Philip Fradkin, and Ruian Shi have already built models that power applications across the R&D pipeline. From designing better medicines to running smarter clinical trials, their work has the potential to reshape biotech at scale. What they do: BootLoop created an AI agent that writes and tests firmware directly on hardware. Why it matters: Every physical device (from cars to consumer electronics) depends on firmware. Yet developing and debugging it is slow, manual, and prone to errors. By automating this process, BootLoop accelerates hardware development and improves reliability. Why we invested: BootLoop is bringing AI into one of the most technical, bottleneck-heavy workflows in engineering. We believe their approach can save companies years in development cycles while unlocking whole new categories of products. What they do: Tech-enabled B2B distributor in Southeast Asia offering 8-hour restocking via a network of optimized fulfillment centers. Why it matters: Corner stores, restaurants, and supermarket chains gain lower landed prices and faster turns; software-driven distribution improves availability and working capital. Why we invested: Real traction at regional scale, a compelling ops + software wedge, and a massive, recurring demand surface in SEA retail supply chains. What they do: The first AI-native BPO for travel & transport, using voice and text agents to handle customer support for airlines, OTAs, and TMCs. Why it matters: Travel support is high-volume, time-sensitive, and integration-heavy; AI agents cut wait times, improve accuracy, and scale 24/7. Why we invested: Deep domain experience (previously scaled a YC-backed travel company) plus an automation-first stack aimed at a $20B outsourced support market. What they do: Magnetic automates tax document processing for finance teams. Why it matters: Tax compliance is a massive operational burden, full of repetitive and error-prone manual work. For companies, mistakes aren’t just frustrating, they’re costly. Magnetic frees finance teams to focus on strategy instead of paperwork. Why we invested: We’ve seen firsthand how automation creates lasting value when it solves critical, unavoidable workflows. Magnetic’s product addresses a universal pain point with clear ROI, making adoption a no-brainer for enterprises. What they do: NOX METALS is building the fastest metals processing factories in North America, vertically integrated and run end-to-end on software. Why it matters: Metals processing is the backbone of manufacturing, yet factories are still largely manual and inefficient. By modernizing quoting, scheduling, and operations, NOX delivers custom-cut material at unmatched speed and cost. Why we invested: Few industries are more essential to U.S. competitiveness. NOX is reimagining metals processing as a software-driven service — one that strengthens supply chains while reshoring industrial capacity. Looking Ahead From AI-driven hardware development to modern metals factories, biotech breakthroughs, and next-generation logistics, these six companies reflect a clear pattern: startups are the sharpest tool we have to transform our world . It’s no accident that some of the world’s most important companies have come out of YC. The program consistently surfaces founders who redefine industries. We believe our six Summer 2025 investments have the potential to follow that same path. At Singularity Capital, we’re proud to back founders who are not just building companies, they’re reshaping the systems our economy runs on. #BackedBySingularityCapital #portfolio #portco #investment #vc #venturecapital

Startups Will Rebuild American Industry.

America’s industrial infrastructure is overdue for reinvention. From manufacturing to biotech, advances in technology are creating opportunities to rethink how we design, build, and scale the systems that power our physical world. Startups are the sharpest tool we have to modernize physical systems. That’s why we’re excited about the recent and and are eager to meet the founders ready to answer it. Cloud-native tools reshaped entire industries. Now, the most meaningful breakthroughs are emerging in factories, labs, materials plants, and shop floors. YC’s rallying cry— “restore your nation’s industrial soul” —gives this movement a name. Here’s how our portfolio is already building it. Energy: Infrastructure for Abundance We believe energy is one of the most important frontiers for industrial reinvention, from the grid to storage to entirely new generation systems. When we talk about creating abundant energy, most people picture building more solar farms, wind turbines, or battery storage. But generating power is only part of the challenge. Before any of that equipment can be installed, developers often need to navigate a maze of hurdles: finding suitable land, identifying and contacting property owners, securing permits, and lining up agreements with utilities. These steps can take months (or even years) and they often delay or derail projects entirely. In our portfolio we have one company addressing these bottlenecks head-on. Abundant energy isn’t just about producing more, it’s about rethinking the entire path from idea to infrastructure The next wave of energy founders will treat generation, storage, and the grid as one connected system—and remove the barriers that slow it down. Materials: The Inputs of Innovation Materials innovation rarely makes headlines. It’s not consumer-facing, and most people won’t notice when a metal gets stronger, lighter, or cheaper to produce. But even small improvements in cost, durability, or recyclability can unlock billions in downstream value (rippling across all industries). We’re proud that our portfolio includes a startup that is tackling one of the biggest challenges in materials innovation: the speed, cost, and complexity of producing the world’s most advanced chips. Breakthroughs like Inversion Semiconductor’s next-generation lithography go beyond better chips, they rebuild the core infrastructure every other frontier technology depends on. Blueprints: CAD, Modeling, and Simulation Every physical product begins as an idea—but too often, the tools to turn that idea into reality are slow, complex, and constrained by legacy software. Designing a building, machine, or industrial process can take weeks or months before the first prototype is even considered. Faster, smarter design tools can collapse these timelines, reduce costly mistakes, and enable engineers, architects, and operators to explore more ambitious ideas. In short, design speed is an industrial superpower. We’re backing companies building exactly that. Manufacturing: Rebuilding the Shop Floor The U.S. doesn’t manufacture at the scale it once did, and the answer isn’t a return to long shifts on the factory floor. We need a new approach: one where technology powers every part of production. As YC notes in the RFS, productivity in American manufacturing has stalled. This is a call for founders to change that, by building tools that make production smarter, faster, and more resilient. One of our portfolio companies gives us a glimpse of what’s possible. Biotechnology: Automating Discovery Breakthroughs in biotech have always relied on flashes of insight with accidental discoveries followed by patterns noticed after years of trial and error. But that’s changing. With AI and automation, we’re entering a world where hypotheses can be generated by machines and experiments run autonomously. This isn’t about replacing scientists. It’s about scaling them. We need startups that will turn the slowest parts of discovery into software-driven systems that can build the infrastructure biology needs to move faster. That’s the mission of several Singularity-backed companies. Individually, they’re tackling very different problems. Collectively, they’re building the tools and platforms that could redefine how fast biotech moves from idea to impact. Why We Bet on Founders Re-industrialization won’t come from theory. It will come from builders—founders willing to tackle bottlenecks, question orthodoxy, and move faster than incumbents. The Future We Want to Back The next era of innovation isn’t digital-only. It’s physical, industrial, and long overdue. There’s no instruction manual for re-industrialization. That’s why we back the people willing to write it. #BackedBySingularityCapital #portfolio #portco #investment #vc #venturecapital

Rethinking Legacy Systems: Why Old-School Industries are Ripe for Disruption

The future of technology isn’t limited to entirely new markets, it’s unfolding inside the industries we’ve relied on for decades. Commercial Real Estate. Agriculture. Law. Logistics. Scientific research. These are the systems that quietly power our world, yet many of them still run on manual workflows, outdated infrastructure, and legacy tools. The result? Friction, inefficiency, and enormous opportunity. At Singularity Capital, we believe the next wave of transformative startups won’t just be building for tomorrow, they’ll be modernizing the foundation of today. That means AI in the factory, robotics in the lab, automation in the legal back office. We’ve backed a group of founders who are taking the tools, workflows, and industries we all know, and making them dramatically better. They’re not chasing trends; they’re solving real problems in real-world environments with creativity, precision, and grit. Here’s a look at five of them and how they’re reimagining legacy systems across critical industries. Henry AI: Closing CRE Deals Faster Than Ever Commercial real estate is full of friction—weeks of back-and-forth, outdated modeling tools, and client demands that don’t wait. acts as a deal assistant for CRE brokers, pulling internal and external data, generating pitch decks, and building financial models in minutes instead of weeks. The goal is to turn deal flow into a fast, modern workflow. Jeevy Fabrication: Automation for the Industrial World Industrial fabrication has long been a black box of spreadsheets, bids, delays, and miscommunications. is changing that with an AI-powered EPC (engineering, procurement, and construction) platform that automates sourcing and delivery of welded assemblies. By analyzing manufacturing drawings and generating real-time schedules, they have cut bid times by over 80 percent and made transparency the standard. Red Barn Robotics: Smarter Farming, One Weed at a Time In agriculture, labor shortages and rising costs are hitting farmers hard. is building autonomous field robots that precisely eliminate weeds without touching crops. It’s a simple idea with powerful impact: reducing costs, increasing yields, and helping farms scale in a sustainable way. Third Chair: Modern Legal Workflows for Modern Teams Legal teams are stretched thin, especially in fast-moving industries like media and entertainment. builds AI-powered agents for in-house counsel, starting with tools that help teams discover IP infringements, collect evidence, and recover millions in damages. As AI enables smaller teams to do bigger things, Third Chair is positioning itself to be the legal backbone of the one-person unicorn. Zeon Systems: Robotics for Scientific Labs Lab automation has historically been expensive, rigid, and hard to implement. is making it accessible by combining computer vision, natural language processing, and robotics. Scientists can type out their protocols in plain English, and Zeon’s system executes them through robotic arms. It navigates labs autonomously, adapts to real-world conditions, and accelerates research. They're already working with teams at Stanford and UCSF. The Bigger Picture These companies aren’t just cool tools. They are signs of a deeper shift. Legacy industries are finally open to rethinking how things have always been done. They are embracing automation, AI, and modern infrastructure and early-stage founders are leading the charge. At Singularity Capital, we’ll continue to back the rebels, the builders, and the systems thinkers—especially in the places others overlook. Because sometimes, the best way to invent the future is to start by rebuilding the past. #BackedBySingularityCapital #portfolio #portco #investment #vc #venturecapital

Featured Investment: Uncommon Therapeutics

Our featured investment: Why Uncommon Therapeutics? Other investors include Y Combinator, Pioneer Fund, Ethos Fund and Roar Ventures. Follow our page for more on Uncommon Therapeutics, other portfolio companies and insights on our early-stage investing platform. #BackedBySingularityCapital #portfolio #portco #investment #vc #venturecapital

Spring 25 YC Demo Day Investments

Thoughts from Singularity Capital after Spring 25 Demo Day. If you’ve followed us for even a few weeks, you’ve probably noticed a pattern: we invest in a lot of companies. It’s not a coincidence. It’s a strategy we’ve refined over years of backing early-stage teams tackling hard problems with speed, scrappiness, and ambition. Our team spent time in San Francisco for the Spring 25 Y Combinator Demo Day, where over 100 startups took the stage for one-minute pitches. Some investors were seeing the companies for the first time, scribbling notes and swiping through the new YC app to request introductions to companies that piqued their interest. We walked in already knowing who we were backing. At Singularity Capital, we do our work early (especially with YC batches that tend to fill quickly). We met with founders before their Demo Day spotlight, which allowed us to make investment decisions well before the crowd. By the time Demo Day rolled around, our investment team had already committed to 9 companies from the batch. That’s one of the perks of being a dedicated YC investor. We’re able to connect early and most of our commitments are made in real time on the call with founders. This is what we love about YC: 1. The Speed YC founders build fast. Not just product velocity, but insight velocity. By the time Demo Day arrives, the best teams have already tested assumptions, reworked core features, and identified early traction points. They come to play. They have customers. They have the backing and support of the best accelerator in the world. 2. The Community YC has created a gravitational field that attracts top technical talent, repeat founders, and mission-driven first-timers from every corner of the world. 3. The Range From the Spring 25 batch we backed 9 startups building across: We’re sector-agnostic. But thesis-driven. 4. The Track Record YC has backed 1 in 5 companies founded in the past decade that reached a $5B+ valuation. As YC President and CEO Garry Tan said in his Demo Day kickoff, it’s YC helps us cut through the noise and get to conviction faster when we see founders building something people want. 5. The Opportunity Some of our most compelling portfolio companies got their start at YC. We’re excited to keep backing the kinds of founders who make that risk worth it. Our strategy is built to find them early and support them with conviction. What’s next? Summer 25 Demo Day has been announced and we're eager waiting for our next opportunity to invest in the newest wave. If you’re curious about our portfolio and the future of tech, follow along here, on , and sign up for our . #BackedBySingularityCapital #portfolio #portco #investment #vc #venturecapital