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9Yards Capital

San Francisco, California · Invests in US; North America; Europe; Africa; Asia · Website

Series ASeries BSeedE-commerce & MarketplacesB2B SaaSAI & Machine LearningDeveloper ToolsData & AnalyticsCybersecurityFintech & PaymentsLogistics & Supply ChainEnterprise SoftwareSecurity & CybersecurityReal Estate & PropTechAerospace & DefenseHealthcare & Digital Health

Thesis

Back technical founders building critical infrastructure for foundational industries. Pair growth-stage capital with deep regulatory expertise and government/industry connectivity to create defensible advantages in overlooked, essential sectors.

Likely not a fit for

No pure consumer apps without defensible unit economics. No speculative or unregulated sectors. No companies lacking experienced founding teams.

How they invest

Lead or follow
Leads or follows
Typical decision
~2 weeks
Warm intro
Not required
Involvement
Takes a board seat
Fund status
Actively deploying
Decision process
Partnership vote

Partners & team

3 contacts on file

GO

George Osborne

General PartnerFounding Partner · Primary contact

+ Pitch

g•••@9y•••.com

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DJ

Daniel Jaffe

PartnerPartner

+ Pitch

d•••@9y•••.com

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TO

Theo Osborne

General PartnerManaging Partner

+ Pitch

t•••@9y•••.com

LinkedIn profile

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Portfolio

DatabricksDeveloper Tools Infra

Databricks is a leading Data and AI platform that empowers enterprises to build and scale data and AI applications, analytics, and agents. With a unified Data Intelligence Platform, it serves over 20,000 organizations globally, including more than 60% of the Fortune 500.

AndurilAerospace Defense

RedZone builds ruggedized, connected portable medical equipment for frontline emergency response teams, transforming outdated hardware into a modern, data-driven infrastructure. Their connected medical data platform enables real-time patient monitoring and equipment readiness, targeting military, EMS, and federal incident preparedness.

ChainalysisSecurity Cyber

Chainalysis is the blockchain data platform that provides data, software, services, and research to government agencies, exchanges, financial institutions, and insurance and cybersecurity companies in over 70 countries.

GustoHr Tech Work

Gusto provides online payroll and HR solutions designed to support small businesses. With a focus on automating payroll processes and offering comprehensive HR services, Gusto aims to simplify the management of employee benefits, compliance, and talent management for over 400,000 businesses.

CartaEnterprise Software

Carta provides an end-to-end suite connecting private capital, offering solutions for equity management and fund management, including cap table management, valuations, fund administration, and more.

InstaworkHr Tech Work

Instawork connects businesses with thousands of workers for temporary and permanent staffing needs, focusing on flexible work arrangements across various industries.

Remote.comHr Tech Work

Remote.com provides global HR solutions and employment tools for distributed teams, facilitating payroll, contractor management, and HR services for businesses operating remotely.

FlutterwaveFintech Payments

Flutterwave offers seamless payment solutions tailored for enterprises, startups, and emerging markets, enabling businesses to accept and process payments globally.

DoppelSecurity Cyber

Doppel is an AI-native platform designed for social engineering defense, protecting individuals and brands from impersonation, phishing, fraud, and social engineering attacks. The platform offers digital risk protection, threat intelligence, and training solutions to strengthen defenses against sophisticated deception campaigns.

RobinhoodFintech Payments

Robinhood is a financial services company that offers commission-free trading in stocks, options, and cryptocurrencies, aiming to democratize finance for all.

Coinbase

Coinbase is a leading cryptocurrency exchange platform that allows users to buy, sell, and trade a variety of cryptocurrencies including Bitcoin and Ethereum. It also offers services for businesses and institutions, providing tools for crypto trading, payments, and asset management.

ToastEnterprise Software

Toast is a powerful POS system designed specifically for the restaurant industry, enhancing the guest experience through modern technology.

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Research briefRead more
9Yards Capital Research Investment Thesis & Philosophy 9Yards Capital is a $••+ growth-stage technology investment firm focused on critical infrastructure for foundational industries. The firm aims to be strategic capital partners through unique regulatory perspectives and connectivity in each industry they invest in. Founded with a distinctive emphasis on foundational industries—not trendy sector

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