Hearthstone Ventures — New York
We invest at Seed in the companies building AI agent systems, LLM toolchains, and the applied AI platforms that will define the next decade of software. $85M under management. Eight portfolio companies.
Every major application wave — mobile, cloud, SaaS — was preceded by infrastructure nobody wanted to fund. LLM orchestration, agent memory, and execution pipelines are that infrastructure for the AI application layer. We arrived early.
Both Hearthstone partners spent years shipping software before writing checks. That changes which questions we ask, which risks we're willing to underwrite, and which founders trust us in the room when things get technical.
We don't wait for traction metrics that don't exist yet for infrastructure companies. We write checks when the thesis is right and the team has the depth to build it — before the category has a name.
Get in Touch
We lead or co-lead at Seed, typically $1–4M checks. If you're working on LLM infrastructure, agent systems, or applied AI tooling, we'd like to hear from you.
[email protected]