High-conviction, hands-on seed investors. Championing founders who are redesigning the Everyday Economy.
Boston | NYC | SF
Joined June 2010
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Three NextView partners, three takes on what you miss when you only look where you’re used to looking.
Here’s our NextView Month in Review 🗞️🧵👇
➗ The Denominator
An agent broke a rule, and NextView Partner @melodykoh only found out when another session owned up weeks later. No one knows how often agents stay quiet, so products have to earn trust when you connect something & when the agent acts
melodykoh.substack.com/p/the…
✉️ No Introduction Necessary
For most VCs, a real look still depends on who introduces you. NextView Partner @davidbeisel on how AI can read a founder’s public record before any kind of intro, and whether VCs will write the check with no one vouching
carriedawayvc.substack.com/p…
What a night in Harvard Square 🍻
Thanks to everyone who joined our annual MBA Founders & Innovators Night. Great conversation with NextView Partners @robgo + @davidbeisel on where seed VC is headed, how AI is reshaping venture, and what it takes to build a company (or a firm).
Our newest portfolio company @rdvrobotics just raised a $20M Seed and we are FIRED UP 🛰️
Their spacecraft launch as a flat stack of tiles that self-assemble in orbit, "so we can finally start building the satellites we need, not the ones that fit into rockets." - @joe_landon
It’s also our first space investment, backing an incredible founder (@joe_landon), whom NextView Partner @robgo has known since they were business school section-mates in 2005 🎓
Congrats to the @rdvrobotics team 🚀
More from Rob on why we're in here: nextview.vc/blog/announcing-…
And more on the round and the company from @payloadspace here: payloadspace.com/exclusive-r…
NextView retweeted
Excited to announce our latest investment in @rdvrobotics. It's a new space for us (pun intended) but backing an entrepreneur we've known for over 20 years. So excited to finally partner with @joe_landon
payloadspace.com/exclusive-r…
A special shoutout to @GundersonLaw for partnering with us, once again, to bring this electric evening to life ⚡️
And thank you to all the founders and founders-to-be who brought their magic. We can’t wait to see what gets built 🚀
Until next time 🥂
Dreaming as a service is here ✨💫
Congrats to the @skyfallai team on the release of SKY-001, the first engineering world model of its kind 🌍🥳
As NextView Partner @leehower says, this is a very exciting time for the AI design of physical things. Sky is truly the limit 🚀
Introducing SKY-001, the first Engineering World Model.
On CAD and BIM tasks, it beats GPT-6 Astra and every frontier model we tested:
-> 51-125x faster
- > 150-210x cheaper
-> Higher IOU than all frontier models
SKY-001 lets you dream a physical object before you build it.
18 months of work. Built by the team out of Maluuba's deep learning lab (acq. by @MSRResearch).
The first ‘AI General Engineer’ will be the backbone for Autonomous Manufacturing.
Two NextView partners, two takes on where the edge in seed investing actually comes from.
Here's our NextView Week in Review 🗞️🧵👇
🐈 Seed Valuations Are Like Schrödinger's Cat
Most seed companies fail, but each is also a bet on a huge outcome at the lowest price anyone will pay. @robgo on why the odds of a 10x look similar at any valuation. The edge isn't paying less.
nextview.vc/blog/seed-valuat…
📐 The Coverage Math
Before you can judge a founder, you have to meet them. @davidbeisel runs the numbers: even a busy firm takes ~3K first meetings a year vs ~55K angel-funded US startups. AI makes sourcing table stakes; meeting time is still scarce.
carriedawayvc.substack.com/p…
A little #SFTechWeek recap from last week 🎥
We loved spending the evening with SF’s earliest-stage founders and investors alongside our friends and co-hosts @blingcapital, @costanoavc, @bullpencap, & @defyvc 💥
Shoutout to @stripe, @FidelityPrivate, and @londonpartners for supporting, and a big thanks to everyone who showed up!
Same time next year? 🌉
@Techweek_
Rob dispels this by way of Schrödinger’s cat: every seed company is both massively overvalued and massively undervalued until its outcome is known. So a diamond in the rough can sit anywhere on the valuation curve.
Full blog post here: nextview.vc/blog/seed-valuat…