BOND
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BOND is essentially Mary Meeker's personal investment vehicle wrapped in a fund structure, which cuts both ways. On the upside, you get one of the most respected internet analysts ever and her incredible network from decades at Morgan Stanley and Kleiner Perkins. The data-driven approach is real — they'll dive deep into your metrics and actually understand your business model. Downside: they're relatively new as a fund (2019), so the jury's still out on their actual value-add beyond the check and brand name. They seem to prefer backing companies that already have strong momentum rather than taking big early bets, which makes sense for their large fund size but might not be ideal if you need true partnership in the early days.
- —Best for: Growth-stage companies with strong metrics seeking brand-name validation
- —Watch out for: New fund with limited track record as actual investors vs. analysts
- —Known for: Mary Meeker's reputation and data-driven investment approach
BOND focuses on investing in mission-driven companies that can scale to serve billions of people globally. They emphasize backing founders building category-defining businesses with strong unit economics and clear paths to market leadership.
Series A through growth stage investments primarily in consumer, enterprise software, fintech, and healthcare. Sweet spot is $10-50M checks in companies with proven product-market fit looking to scale rapidly.
Former Kleiner Perkins partner and Morgan Stanley internet analyst famous for annual Internet Trends reports. Founded BOND in 2019 after leaving KP. Known for data-driven investing approach and deep understanding of internet business models.
Former CEO of Polyvore (acquired by Yahoo) and Google PM. Joined BOND as founding partner. Strong consumer product sense and particular expertise in e-commerce and social platforms.
Former Warby Parker executive and McKinsey consultant. Focuses on consumer and retail investments. Known for hands-on approach with portfolio companies on growth strategy and operations.
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