Harbor Street Ventures

Passed deals worth a second look

6 of 30 passed deals are de-risked, with dated proof points from Akta news and Hacker News.

Open the Anti-Portfolio Import passes

Passes tracked30

De-risked6Ready for a second look

Partially de-risked3Some proof

Open21Including no coverage and partner calls

Top of the queue

Decagon
“no enterprise logos yet, mostly SMB pilots. come back when a real enterprise signs”
No big customers:De-risked
97
conviction
Lithic
“no enterprise anchor customer when we met”
No big customers:De-risked
97
conviction
Baseten
“no enterprise customers, all hobbyist and indie usage so far”
No big customers:De-risked
85
conviction
Increase
“too early on revenue, just a handful of design partners”
Too early on revenue:Partially de-riskedNo big customers:De-risked
85
conviction

Latest evidence

Waiting on you

Comps that cleared the bar

BasetenComp to Fireworks AI: No big customers already cleared
IncreaseComp to Hebbia: Too early on revenue already cleared
MoovComp to Hebbia: Too early on revenue already cleared

Data sources

AffinityPass logDemo workspace
akta.proCompany news and signalsConnected
NicrronAI gatewayConnected
PRISMAI run tracing and rulesConnected
RoundtableApproved memos for the fund's agentsConnected