[ 01 ] who we back
Companies that have already won the argument
The best technology companies no longer go public to grow up — they compound privately for a decade after product-market fit is beyond doubt. That last stretch is where we invest.
We look for companies where the category question is settled and what remains is execution: the market has picked its winner, the machine works, and the next few years are about scale, not survival.
Category leadership, proven
A clear #1 or #2 with the competitive argument behind it — customers, revenue, and cap table already say so.
The steepest compounding still ahead
Companies whose largest value creation comes after the doubt is gone — the pattern of SpaceX, Stripe, Anduril, and OpenAI.
Execution risk, not existence risk
We underwrite scaling challenges — supply, GTM, regulation — not open questions about whether the product should exist.
Liquidity within sight
Series C through pre-IPO, with a visible path to a public listing or durable liquidity within three to six years.
[ 02 ] focus
Where we spend our attention
Generalist by mandate, concentrated where we've built, operated, and invested firsthand.
[a]Space & Defense
Launch costs collapsed and the orbital economy became real. The next decade belongs to the companies industrializing space — and to the defense platforms built on that playbook.
[b]AI & Compute
Value is accruing to the teams that ship AI in production, not in demos. We build production AI systems ourselves — our diligence is reading the code, not renting an expert.
[c]Fintech & Crypto Infrastructure
Rails, not speculation. The payment, custody, and settlement infrastructure being rebuilt today will clear the next fifty years of transactions.
[d]Health Tech
Healthcare's hardest markets — Medicaid, behavioral health, the payer side — reward operators with firsthand fluency. We spent a decade earning ours.
[ 03 ] approach
Capital that fits the company
Fuel for the next leg.
$3–10M initial positions in primary rounds — up to ~$15M with reserves. Sized for meaningful ownership without needing to lead, take a board seat, or slow the round down.
Liquidity for the people who built it.
We buy employee and early-investor blocks so the team can realize outcomes without the company forcing a premature IPO — and the cap table gets cleaner in the process.
Quiet, structured, on your timeline.
We participate in company-run tender offers at the company's pace — a committed, low-drama buyer for programs that reward the people who took the early risk.
Conviction that respects your time.
A technical GP who reads the code and has run the P&L. Diligence in weeks, not quarters — and a partner who understands what the numbers cost to produce.
[ 04 ] conviction
Early to the obvious-in-hindsight
That decade taught us one lesson, and Fund I is built on it: concentrate where conviction and evidence are both highest — 15–20 positions in companies whose hardest questions are already answered.
[ 05 ] partner
Run by an operator
Bracket is led by Rishi Sachdev — an engineer and founder who has sat on the company side of the table.
CEO & technical founder of TalkDoc, an AI-powered behavioral telehealth platform serving California Medicaid, with clinical outcomes 10–20x better than the Medicaid average on hospitalization. Previously first full-time TPM on Google Fiber's top-priority confidential project, and senior software engineer at Coinbase during the Earn.com integration. B.A. Computer Science and B.A. Applied Mathematics, UC Berkeley.
Founders choosing their last private partners tend to pick people who have built. That's the call we want.
- 2013B.A. CS & Applied Math, UC Berkeley
- 2014Begins angel investing; Ethereum at genesis via EcoinClub
- 2016Founds TalkDoc — AI behavioral telehealth
- 2018Coinbase — recruited by Balaji Srinivasan
- 2021Invests in SpaceX at $80B valuation
- 2023Google Fiber — first full-time TPM, top-priority project
- 2026Launches Bracket Ventures Fund I
Building a category winner?
If your company has won its market and is choosing its last private partners — or your team and early investors are looking for liquidity before the IPO — we'd like to meet.
rishi@bracket.ventures