AI-native infrastructure
Compute, data, and tooling for the systems being rebuilt from first principles around foundation models.
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Fund IIIEarly-stage venture capital
Capital that compounds with conviction.
Helix Capital partners with exceptional founders building the infrastructure of the next decade — AI, climate, health, and the financial stack that powers them.
About the firm
A concentrated fund for generational companies.
We lead and co-lead pre-seed and seed rounds, writing first checks from $500k to $4M. Founded in 2019 by operators, we make fewer than 12 investments a year so every portfolio company gets a partner, not a portfolio slot.
$420M
Assets under management
58
Portfolio companies
11
Exits & IPOs
3
Funds deployed
Investment thesis
Three vectors, one conviction.
We back teams where deep technical edge meets a non-obvious go-to-market. The next decade will be won by companies that fuse breakthrough science with operational sophistication.
Applied climate & energy
Industrial software and hardware that move atoms faster — grid, materials, supply chain, and decarbonization.
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The modern financial stack
The next generation of APIs, risk systems, and consumer rails being written to replace a decades-old core.
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Portfolio
Companies we're proud to back.
A selection of founders shaping markets across AI infrastructure, fintech, climate, and healthcare.
Team
Operators turned investors.
Former founders and engineering leaders who have built, scaled, and exited the companies we now invest in.
Managing Partner
Evelyn Cho
Previously founded and exited Loom Systems ($220M). Ten years leading engineering at Stripe and Figma before investing.
General Partner
Marcus Delacroix
Former VP Product at Plaid. Angel investor in 40+ companies across fintech and developer infrastructure.
Partner
Aisha Rahimi
PhD in machine learning. Led applied research at DeepMind before founding an AI tooling company acquired by NVIDIA.
Principal
Noah Bergstrom
Previously built climate analytics at Watershed. Focuses on energy, industrial software, and hard tech.
Partner
Priya Ananth
Founding engineer at Ramp. Invests across fintech infrastructure and the emerging treasury stack.
Principal
Samuel Okafor
Former product lead at Databricks. Leads sourcing across data platforms, ML tooling, and devex.
Get in touch
Building something extraordinary?
We read every inbound. If you're a founder, share a deck and what you're building — we aim to respond within 72 hours.
- founders@helixcapital.vc
- One Market Plaza, San Francisco, CA