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Borderless Capital

Miami, FLBORDERLESS-CAPITAL
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Dossier Summary

No summary available yet.

Classification
Slugborderless-capital
HQMiami, FL
Stage FocusPrimarily seed and early-stage, with 76 investments in se…
Intel StatusAccepting submissions
🔥 BERNIE'S HOT TAKE

Borderless went all-in on Algorand when others were chain-agnostic, creating hyper-specialized funds like a $10M NFT-only fund and green-data token ecosystem fund. Now they're the most visible DePIN specialist VC with three dedicated funds and operator expertise from Helium's co-founder. Sean Carey's backstory about joining after a bad investor 'killed a great company' signals they genuinely care about founder experience. The CTF Capital acquisition added AI-driven quant trading and MEV capabilities to their $500M+ AUM, showing institutional sophistication. No founder reviews exist yet on BOUND, but their operator backgrounds and specialized thesis suggest they know what they're talking about in infrastructure plays. Watch for their Latin America expansion and institutional treasury plays.

KEY TAKEAWAYS
  • Best for: DePIN/infrastructure founders who want true operator expertise and deep protocol knowledge
  • Watch out for: Still building founder reputation despite strong backgrounds - no public reviews yet
  • Known for: Hyper-specialized funds, Algorand ecosystem leadership, and ex-Helium founder as partner
Investment Thesis

Borderless invests across core infrastructure, decentralized applications, tokenization, blockchain payments, stablecoins and cryptographic protocols, supporting the next generation of innovators driving decentralized technologies. They evolved from pure Algorand-focused to multi-chain, multi-sector platform with specialized expertise in Algorand and DePIN.

Stage & Sector Focus

Primarily seed and early-stage, with 76 investments in seed stage at $3.65M average round size and 25 investments in Series A at $11.9M average. Three specialized verticals: DePIN infrastructure ($100M dedicated fund), Algorand ecosystem ($500M fund), and cross-chain protocols.

Notable Portfolio
AlgorandHeliumBlockdaemonSecuritizeRender NetworkPatreonRepublicEpic Games
Key Partners
David Garcia
CEO & Founding Managing Partner

Co-founder with deep tech and finance experience, invested in Bitcoin and Ethereum since 2014. Argentine partner who co-founded with Arul Murugan in 2018, previously SVP at Ripio. Strong focus on institutional crypto adoption and LatAm expansion.

Arul Murugan
Founder & Managing Partner

Over 20 years entrepreneurial experience, founded Oracle enterprise solutions provider Enrich in 2003, sold to private equity in 2015. Launched 11-11 Ventures in 2016 focusing on blockchain and early-stage tech before co-founding Borderless.

Sean Carey
Partner

Co-founder of Helium and serial entrepreneur, one of the most experienced operators in the DePIN category. Joined as partner after experiencing 'awful investor' that killed a previous startup, vowed to be more nurturing and supportive of founders.

Alvaro Gracia Arroyo
Partner

Former head of U.S. investments at Telefónica, leads DePIN Fund III. Partner focusing on accelerating DePIN ecosystem development through investments in top projects, brings telecom and infrastructure expertise.

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INVESTOR ACCESS PERMANENTLY DENIEDBERNBOOK // DOSSIER v1