Since 2017, we have partnered with outstanding entrepreneurs shaking up many industries.
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The open source Product OS
We met Posthog in February 2020 when Covid had begun to rage and VC investments had ground to a halt. Nevertheless, we were blown away by the founders James and Tim, who had built an open source product analytics tool that developers were clamoring for. The team were shipping code at warp speed. 1984 co-led the round with YC. Since then, Posthog has become the de facto leader in product analytics and have dramatically expanded their offering to incorporate the functionality of Amplitude, Segment, Launch Darkly and Fivetran combined.
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SMS Marketing for E-commerce
Fun fact: we met Postscript in Y Combinator 2019 and invested the same day. We had such conviction in SMS as a marketing channel having tinkered with a similar idea years prior. The product-centricity of the founders, the strong customer love and clear momentum blew us away in a way that doesn't often happen. Since then, Postscript has 100x'd growth and most recently raised a $65M Series C.
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Marketplace for healthcare employment
We first met Matt and Lennie when they were going through the Texas Medical Center Innovation (TMCi) Accelerator Program. They had encountered the problem of nurse staffing first hand at Hired and decided to build a dedicated platform. We were drawn to their unique insights and their nurses-first mission. Since then, the business has raised over $150M and to become the de facto leader in healthcare staffing in the US.
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Rental cars on demand
We were compelled to invest in Kyte after trying the product. Press a button on your phone and a rental car arrives at your doorstep. Think Uber for car rentals. Founders Ludwig, Nikolaus and Francesco have the rare combination of skills to build software and manage physical inventory: bits and atoms. Since first investing in 2019, the company has grown over 100x and operates in over 16 cities in the US.
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Labor marketplace for the agriculture industry
Seso is a quintessential 1984 investment. The core product is a marketplace connecting farms with agricultural workers: an overlooked but surprisingly large market. The CEO Mike discovered the market opportunity after helping his cousin on her farm in California's central valley. At 1984, we helped Mike through the brainstorming phase and were the only institutional investor in his pre-seed round. Since then, the company has gone on to raise from NFX, Index Ventures and Founders Fund.
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Predictive analytics for retailers
When we met Syrup's founders, James and Ferdinand, we were surprised to learn that the biggest fashion retailer in the US is actually Chinese company Shein. Shein takes a data-driven approaching to launching clothing lines and forecasting demand. James and Ferdi built Syrup to provide retailers with similar inventory management and demand forecasting capabilities. We led Syrup’s pre-seed in 2021 and have been blown away by the team's execution ever since.
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Making specialty medication more accessible and affordable
After Flatiron Health was acquired by Roche, CMO Ogi Kavazovic joined 1984 as a Venture Partner and we iterated on many ideas together. Ogi kept returning to a unique insight from his time at Flatiron: specialty pharmacy, which accounts for over 50% of the pharma industry's revenue, remains outdated and leads to poor adherence. This inspired an idea: to offer clinics the chance to provide their patients with the specialty pharmacy experience they deserve. Ogi teamed up with Tesh Kullar, former head of provider solutions at Flatiron Health, to build a company that is steadily becoming a category-defining player in the industry.
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Driving operational efficiency for service contractors
BuildOps provides a SaaS platform for commercial service contractors to manage their workflows, from scheduling and dispatching to invoicing. We were drawn to the combination of an unsexy industry and a sexy team: The founders had experience in running a real estate group, building products at Microsoft, and leading technology teams at ServiceTitan. Since our investment, the company has raised over $50M and established itself as a leader in this space.
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Marketplace for consumers to connect with nutritionists
Fay Nutrition is a marketplace connecting customers to nutritionists. With consumer interest in food and diet booming, Fay has seen tremendous growth and has become the market leader in an exciting new category. We first met the team through our healthcare partner, Farzad Soleimani, who had seen the rise of consumer demand for such products in his role as an MD. Since our investment in November 2022, the company has grown over 20x.
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Modern robotics platform for industrials
As an investor it's critical to know when to break your own rules. For us, that was investing in Cobot despite it being a hardware company. We did so because of the CEO, Brad Porter. Brad was an incredibly pedigreed robotics expert, having previously led Amazon's warehouse robotics business and then take the helm as CTO of Scale AI. His Amazonian ethos of quickly showing business value (rather than indulging a science project) and his unmatchable expertise gave us the confidence to invest. In just 18 months since, the company has shipped working robots for early customers and has raised over $100M from Sequoia and General Catalyst
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EXO Freight,
Marketplace for flatbed trucking
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Fairmarkit,
Marketplace for procurement
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Deepscribe,
AI-based scribe technology for healthcare
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Routable,
Platform for scaling b2b payments
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Flowspace,
Airbnb for warehousing and fulfillment
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Properly,
Opendoor for Canada
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Reggora,
Real estate appraisal software
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Relevize,
Turns partners into effective digital marketing channels
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Shelf Engine,
AI for predicting grocery orders
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Latchel,
Property management solution for landlords
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Signos,
Weight loss via continuous glucose monitoring
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Vizion,
API for ocean freight
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Alaffia Health,
AI for medical payment fraud detection
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Because Market,
Ecommerce site selling diapers to seniors
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Bigger Picture,
Real time resolution of supply chain disruptions
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Biocogniv,
AI for medical diagnostics
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Bluecargo,
Optimizing container logistics
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Bluebirds,
Software for sales reps to automate account research
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Homeroom,
Marketplace for investing in rental properties
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Brace,
Mortgage servicing for lenders
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CareSignal (Acquired),
Patient engagment software
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Clarium,
Supply chain automation for hospitals
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Curtsy,
Marketplace for Gen Z to buy and sell clothing
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Dobby,
Property management for your home
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Dovly,
Automated credit repair
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Duffl,
Delivery for college campuses
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Exacare,
Software for assisted living facilities
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Firezone,
Opensource VPN based on Wireguard
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Freemodel,
Presale home renovation
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Gleam,
Fully-managed, self-funded health plans
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Glidian,
Prior authorization software
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Health Note,
AI-based technology for patient intake
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Heroes Jobs,
Video recruiting platform for Gen Z workers
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Marble,
Virtual property management
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Massdriver,
Automating devops
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Nickson,
Furniture as a service
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Oxygen,
Banking for freelancers
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Ozon,
Motorcycle leasing and financing in Latam
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Padsplit,
Airbnb for affordable housing
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Pair Team,
Virtual care teams for medical practices
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Paperplane,
Software to auto update your CRM
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Rendalo Maq,
Heavy equipment marketplace in Latam
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Revv,
Software for auto body shops
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Serif Health,
Healthcare Price Intelligence Data and APIs
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Sourcify,
Connecting US merchants with Chinese factories
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Statusphere,
Platform for word-of-mouth marketing
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Streetfair,
Marketplace for home services
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Sucasa,
Low downpayment home loans in Australia
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Teachme.To,
Marketplace for sports lessons
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Terapify,
E-therapy for Latam
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Toolbox,
Staffing and payroll platform for construction workers
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UnicoAero,
Baggage management system for airlines
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Vectrix (Acquired),
Cloud security marketplace
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Cleva,
Banking platform for freelancers and remote workers
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Guac,
AI-powered demand forecasting for grocery
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Transformity,
POS and vertical SaaS for liquor stores
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Vectorshift,
No-code platform that lets companies build generative AI workflows
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Sweetspot,
AI-powered search engine for government contracting
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Convex,
Flexport for commercial contractors
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Terrakotta,
Ring Central for the CRE industry
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Apriora,
AI recruiter
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Hona,
AI for medical records
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OneDoc,
Open source PDF creation
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Stuut,
AR automation
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Elsa,
IVF in a box
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Poppin,
Events software for colleges
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HyperDx,
Open source Datadog