
Active portfolio companies
Largest single exit (OfferFit → Braze)
Portfolio valuations
AI-native companies working at the frontier of personalization, CX, and intelligent automation.
AI Search Operating Suite
Series A
AI for Personalized Video
Sold to Clearhaven PE, $100M+
AI-based Private Investment Market
AI-based data integration tools

AI Social Analysis
Pre-seed, $3M+ from DunnHumby

AI for CX Interaction Management
Pre-seed
AI Suite for Call Centers
Series D, $250M valuation

Diabetes Management for Medicare
Pre-seed
Context Management for AI Agents
Pre-seed
Gambling Addiction Mitigation
Pre-seed

Voice-Based AI Agents
Pre-seed
A limited number of new advisees each year. Here's what that looks like.
Is this you?
AI-native, not AI-added
The business model only works because of AI. Not AI as a feature bolted on — AI as the core.
The right domain
Marketing, CX, personalization, healthcare, or financial services. These are the arenas where Dave's network creates the most leverage.
Early stage
Pre-seed through Series B. Early enough that strategic guidance materially changes the trajectory.
A real working relationship
Dave isn't available for logo placement. Founders who want a genuine thinking partner, not a name on a deck.
What you get
Strategic clarity
Sharper positioning, a cleaner wedge into enterprise buyers, and the ability to speak the language CMOs and CROs actually use. Dave has been on both sides of the table.
Network access
Direct connections to marketing and technology leaders across financial services, healthcare, retail, and B2B. If an appropriate introduction exists, he makes it.
Investor bridge
Through his seat on the Glasswing Ventures advisory board, Dave surfaces promising companies to an AI-focused VC, helps with due diligence, and helps founders navigate the funding landscape.
Dave takes on a limited number of new advisees each year.
Dave's former portfolio includes companies that have been acquired, gone public, or reached unicorn valuations.

AI for Multivariate Marketing Testing
Sold to Braze for $300M+
Advisor + Investor
AI for Mental Health Therapist Matching
Series C, $1B+ valuation
Advisor
AI for Dental Diagnostics
Series B, $350M+ valuation
Advisor

AI-Based Media Spend Management
Sold to VideoAmp for $40M+
Advisor
Online Women's Health Support
Series A, $30M+ valuation
Advisor

The only VC firm exclusively focused on AI-driven early-stage investments. Dave serves on their official Advisory Board as both advisor and investor.

Dave takes on a limited number of new portfolio companies each year. If you're building something at the intersection of AI and customer experience — get in touch.