01
Agentic Software
Autonomous agents that execute real work — writing code, resolving support tickets, running sales outreach, closing the books. Software that does the job, not software that helps you do it.
VentureFrontier AI Fund · San Francisco
Invest at the frontier.
Godspeed Ventures provides qualified investors with high-conviction access to AI and agentic-software companies at the earliest stages — sourced in San Francisco, where the defining companies of this era are being built and funded.
I.The Strategy
One thesis: AI agent companies.
AI is moving from tools that assist people to agents that do the work — writing code, handling customers, moving money. The fund invests in the companies building and applying this capability through three vehicles: venture, equities, and credit.
II.The Focus
The anatomy of the agent economy.
One thesis, six territories. From the agents themselves to the rails they run on and the industries they transform — the fund covers the full stack of the agent economy, each territory mapped to the vehicle built for it.
02
Frontier AI Companies
AI-native companies founded at the edge of what models can do, emerging from the San Francisco ecosystem — in rounds normally reserved for institutional insiders.
Venture03
Agent Infrastructure
The rails agents run on — orchestration, memory, evaluation, security, and payments. The picks and shovels of the agent economy.
Venture · Equities04
Applied AI Businesses
Operating companies that deploy agents to transform the economics of established industries — services delivered at software margins.
Equities05
Vertical Agents
Domain-specific agents for law, finance, healthcare, and accounting — where accuracy, compliance, and trust command premium pricing.
Venture06
AI-Linked Credit
Lending to AI companies with contracted revenue and real collateral — structured for downside protection with AI-linked upside.
CreditIII.Why Godspeed
Access is not the edge. Proximity and relationships are.
The best allocations in private AI never reach open markets. They move through relationships — and relationships are built by being there.
IV.The Approach
Sourced. Screened. Selected.
In a market this fast, access alone is not an edge — proximity and discipline are. The fund operates from San Francisco, inside the ecosystem where these companies are formed, and every opportunity is subject to separate review, diligence, final documentation, investor eligibility, and applicable law before capital moves.
I
Sourcing
Opportunities surface through the fund's presence in the San Francisco AI ecosystem — founders, operators, and co-investors at the frontier — before they reach open markets.
II
Diligence
Each position is evaluated independently: business quality, structure, pricing, and downside — supported by legal, accounting, and banking review.
III
Structuring
Final terms are set through securities counsel review and executed agreements — never on a handshake.
IV
Reporting
Ongoing investor reporting, administration, and compliance are managed continuously across the life of each vehicle.
V.Exits
Exits are not an event. They are a flow.
The same principle as a conventional private fund or fund of funds — distributions follow each realization in the portfolio, with capital returned first and profits shared after.
01M&A — acquisitionThe most frequent path — big-tech and enterprise acquisition demand is concentrated on AI.
02Secondary salesInterim realizations through later rounds and secondary markets — even before any listing.
03IPO — public listingThe long path for top positions — staged liquidation after lock-up expiry.
04Credit repaymentInterest and principal repayments generate cash flow from the early years — shortening the distribution gap.
VI.Fund Economics
Standard terms, clearly stated.
Management Fee
0%
Calculated on committed capital during the investment period, stepping down to invested capital thereafter. Covers administration, legal, accounting, investor reporting, diligence, banking, compliance, and ongoing management.
Carried Interest
0%
Of net investment profits, settled per realization after return of that deal's capital — with a clawback at wind-down so investors never end up worse than 80/20 across the whole fund.
Investment Scope
AI & agentic software
Early-stage allocations in frontier AI and agentic-software companies, follow-ons, secondaries in AI companies and venture funds, applied-AI operating businesses, venture debt, and related private-market transactions.
Expenses
Pass-through
Organizational, legal, tax, administration, banking, audit, compliance, and diligence expenses may be paid by or reimbursed from the vehicle, as described in the final documents.
Standard private-fund economics: the 2% fee is calculated on committed capital during the investment period and on invested capital thereafter; the 20% carry is settled deal-by-deal with a wind-down clawback. Final subscription documents govern.
VII. Next Step
Begin the conversation.
Interested investors should contact Godspeed Ventures to schedule a confidential discussion and request the fund overview, proposed terms, current materials, and final investment documentation when available.
Godspeed VenturesInvestor Relations
230 California St, San Francisco