Seed-stage investments in transformative AI analytics and SaaS companies.
We back exceptional founders building AI-powered analytics platforms and enterprise SaaS solutions at the seed stage.
Cloud security platform delivering agentless risk visibility and threat detection across multi-cloud environments. Wiz enables enterprise security teams to identify, prioritize, and remediate cloud risks with unprecedented speed and precision across AWS, Azure, and GCP workloads.
Next-generation financial technology platform delivering fee-free banking, early paycheck access, and automated savings tools to millions of Americans. Chime's data-driven approach to financial wellness represents the application of analytics to personal finance at scale.
AI-powered communication intelligence platform used by over 30 million daily active users and 30,000 enterprise teams. Grammarly's natural language processing capabilities exemplify the application of AI analytics to a universal human workflow — written communication.
AI-enabled home design and renovation marketplace connecting homeowners with professionals and products. Houzz leverages sophisticated recommendation algorithms and visual analytics to personalize the home design discovery experience at platform scale.
Enterprise video communications and collaboration platform that fundamentally redefined how distributed teams work together. Zoom's infrastructure layer has evolved into a platform for enterprise SaaS integrations, AI meeting intelligence, and workflow automation.
We have developed a clear and consistent framework for evaluating seed-stage AI analytics and SaaS companies. Every investment we make reflects conviction across these dimensions.
We back founders who have deep domain insight into the problem they are solving, the ambition to build a large and durable company, and the self-awareness to surround themselves with people who complement their strengths.
We target markets where the total addressable opportunity is large and where software and AI can create genuinely new value — not simply digitize existing workflows at lower cost. We want to see a clear path to $1B+ revenue potential.
We look for products with genuine technical or data-driven differentiation that creates compounding competitive advantage. Network effects, proprietary data assets, and deep enterprise integration are the kinds of moats we value most.
We prioritize companies where AI is embedded in the product's core architecture, not layered on as a feature. AI-native design produces compounding product advantages that pure-software competitors cannot easily replicate.
Our portfolio companies need to show a clear and credible route to enterprise customer acquisition. We value product-led growth that creates natural enterprise upsell paths and bottom-up adoption that converts to top-down contracts.
At the seed stage, we look for early indicators of product-market fit: user engagement depth, initial revenue retention, customer testimonials from design partners, and evidence that the product creates meaningful value in real workflows.
We write seed checks and lead rounds for exceptional founders in AI analytics and enterprise SaaS. We move fast, add real value, and are committed partners for the long term.
Pitch Moberg Analytics