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Electric Capital

Palo Alto, CAELECTRIC-CAPITAL-FUND
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Dossier Summary

Crypto venture fund focused on protocols, companies, and networks at the frontier of decentralization.

Classification
Slugelectric-capital-fund
HQPalo Alto, CA
Stage FocusElectric Capital has made 44 investments in Seed stage wi…
Intel StatusAccepting submissions
🔥 BERNIE'S HOT TAKE

Electric Capital is basically what happens when actual engineers decide to do VC instead of MBAs cosplaying as tech experts. Unlike traditional VCs, two-thirds of their team are engineers who actively contribute code alongside investment activities. He's known for his public thesis that crypto will "re-centralize" talent back into Silicon Valley hubs rather than fully decentralizing startup geography, and he leads Electric Capital as an "engineer- and builder-led firm" that measures protocol health through developer activity and on-chain data. They're the rare fund that actually walks the walk on technical diligence because they can read the code themselves. Like many industry executives who have been through bear market cycles, Garg is unfazed. "I'm not too worried about overpaying because the headwinds will last 18, maybe 24 months, not six years," he said in an interview. The downside? They can be a bit Silicon Valley-centric in their worldview, and their engineering-first approach sometimes means they overthink simple business decisions.

KEY TAKEAWAYS
  • Best for: Technical founders who want investors who can actually read their code
  • Known for: Data-driven investing and the annual crypto Developer Report everyone reads
  • Sweet spot: Early-stage crypto infrastructure with deep technical moats
Investment Thesis

We invest in the next generation of iconic founders. When they work, protocols become infrastructure that entire economies run on. Founded in 2018, the firm operates on the thesis that programmable money will eat traditional financial infrastructure, requiring deep technical expertise to identify and support promising projects.

Stage & Sector Focus

Electric Capital has made 44 investments in Seed stage with an average round size of $4.9M, 29 investments in Series A stage with an average round size of $21.9M and 14 investments in Series B stage with an average round size of $28M. Their investment strategy focuses on early-stage crypto companies and protocols, with investments typically ranging from $1 million to $50 million. Electric Capital will invest between $1 million and $20 million in equity and tokens into technologies such as protocols that support new communities powered by NFTs and DAOs and decentralized Web3 infrastructure and finance products.

Notable Portfolio
Magic EdenSolanaMonadKrakenBitwiseNEARFrax FinanceEllipsis
Key Partners
Avichal Garg
Co-Founder & Managing Partner

Avichal is a successful serial entrepreneur with executive experience at Google and Facebook, which acquired his previous company in 2012. At Facebook he was Director of Product Management for the Local product group, a team of 400 engineers responsible for billions in revenue. He's known for his public thesis that crypto will "re-centralize" talent back into Silicon Valley hubs rather than fully decentralizing startup geography, and he leads Electric Capital as an "engineer- and builder-led firm" that measures protocol health through developer activity and on-chain data.

Maria Shen
General Partner

Maria was first drawn to crypto due to cross-border payment solutions, but only dove into it more after Ethereum launched. She was interested in programmable money, which she thought could solve issues she was facing with her startup in the supply chain space. Prior to Electric, Maria was CTO and co-founder of a startup that helped SMBs easily create their supply chains with manufacturers around the world.

Ren (Crypto Fish)
General Partner

We are delighted to announce Ren Crypto Fish's new role at Electric Capital as a General Partner. Ren exemplifies our engineering-lead investment approach. He combines technical depth with investment insights - using his understanding of protocol design, security, and engineering talent to spot and back high-conviction opportunities at the frontier of technology.

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