Impatient Ventures

We’ve never had a portfolio company like Shinkei that reaches major press so regularly. We’ve also never backed a company with a (dare we use MBA-speak) triple bottom line: - Higher quality, more humane fish — Poseidon, their AI robot, performs Ikejime (method of slaughtering) in seconds. - Higher pay for commercial fishermen — already on 8 U.S. vessels, with some doubling their take-home margins. - Global access through wider distribution — Seremoni product is now at Michelin-starred restaurants, Toyosu Market in Tokyo, and U.S. retail. As Shinkei scales its hardware and software, more humans will get access to the highest quality fish, at commodity prices. They’re reinventing one of the world’s oldest (and most important) industries. See what Forbes wrote here: https://lnkd.in/gKhWbwEC

So stoked for Jeremy Levine and the Underdog team for launching what we believe is a massive new chapter in sports with Crypto.com. Jeremy went on CNBC to share the news—here are the highlights: - Team-based sports prediction markets launching in 16 states - Nearly $500M revenue expected in year five - Unlocking a potential $550M market opportunity (estimated by Citizens) Full interview here: https://lnkd.in/gY7ZhhRN

Congrats to the rockstar shipbuilders at Blue Water Autonomy for closing a Series A led by GV (Google Ventures). Couldn’t be more impressed by Rylan Hamilton + team for all of their progress in under 6 short months since their Seed. Honored to double down on securing our waters 🏴☠️🇺🇸. Onward!

Huge week for our friends at Oats Overnight! 📺Today at ~4:30 PM ET – Founder & CEO Brian will join Romaine Bostick live on Bloomberg Markets: The Close (https://lnkd.in/d9HKH4GN) for a 5–7 minute conversation. We’ll share the clip once it’s up in case you can't tune in live. 🏆Inc. 5000 Recognition – Again! For the second year in a row, Oats Overnight ranks among America’s fastest-growing companies: #1 fastest-growing company over $100M in revenue in Arizona #4 fastest-growing food & beverage brand over $100M in sales We’ve been fortunate to back Oats from their early days and watch Brian + team build what we think will upend CPG as we know it. Couldn’t be more excited for the Oats fam!

We’re betting on healthmaxxing with friends. Protocols is the platform for peer-reviewed research turned into tappable micro-routines you can complete with your friends. Why is this a big deal? Take it from their founder, Farbood Nivi: “One in six dollars in the entire U.S. economy goes to chronic diseases because people lack a daily playbook they’ll actually stick to. We know from years at Instagram that habits stick when guidance is bite-sized, social, and shareable. Protocols turns peer-reviewed research into tappable micro-routines you can create, share and remix—like a playlist. Think "Notion × Instagram" for longevity.” Hear Farb live at 12:40pm PT on TBPN: https://lnkd.in/gK_5s_wx Stoked on this.

Saif Khawaja, Reed Ginsberg + team have done a tremendous job executing on their vision to upend the entire fishing supply chain—and they're about to take another leap. Proud of this team and to be a part of the journey 🎣 And, they're hiring! Check out their open roles: https://lnkd.in/gntruktb

We’ve closed Impatient Ventures Fund I at $23.5M—oversubscribed from our original $20M target. We’re a generalist fund with a soft spot for founders solving physical problems with software; we invest as early as first product-customer fit, often at the pre-seed stage. We’re obsessed with proactivity and believe pro rata is earned in sweat, not given in ink. Fund I is backed by: → A top 3 university endowment → AngelList Fund-of-Funds → Dozens of world-class operators across defense, biotech, AI, consumer, and infra → Most of our Fund I founders Our LPs are also a core part of our founder referral network. That’s by design. We underwrite founders, not businesses—they are the decision-making engine of the company, so we index heavily on people we believe are inevitable. This led us to companies like: → Kela Technologies – Building secure, open-source infra for defense and government → Deterrence – Automating the manufacturing of critical energetic materials → Shinkei – Robotics to bring precision, efficiency, and care to seafood production → Anon - AI agents for authentication-heavy automations + more We believe Fund I is an index of inevitable founders—and the evolving companies that follow. If you or someone you know is building at the intersection of deep tech and physical problems, drop us a line. —------- Big thank you to Jordi Hays and John Coogan from TBPN for allowing us to announce Fund I on the podcast! https://lnkd.in/gM9T2vv9

The future of maritime is autonomous, and we couldn’t be more confident in Rylan Hamilton and team. Congrats to Blue Water Autonomy on closing their Seed—we’re proud to back them alongside our friends Eclipse and Riot Ventures as they look to build the American naval warships of the future.

Congratulations to the Underdog team on their Series C funding round, led by Spark Capital. Underdog is the fastest growing sports gaming company ever and continues to win customers through their innovative tech and laser focus on customer experience. Impatient Ventures is a proud investor!

This one is personal to us at Impatient. A strong 🇺🇸+🇮🇱 is a safer world. Hamutal Meridor and Alon Dror are the heroes who took the call to build a new defense prime in Israel, and soon they will be supporting other western allies. Excited to invest alongside Sequoia, Lux and many more aligned to the mission.