A San Francisco venture and advisory firm founded in 2018 for applied AI, investing from core compute infrastructure through vertical AI experiences at seed and Series A.
Founded —
Type Venture capital 3 AI Fund 2019 2019 — Vintage2019; historical officialFundI; USD600k secondary reportedraised not verifiedfinalclose.
M1 Fund — — Vintage2022; applied AIseed; amountundisclosed.
NC Fund — — Current nextgenerationcomputing/UX vehicle; vintage/close/amountundisclosed.
SHOW MORE
No co-investors on record yet.
team@apexlogos.ai · 17 hours ago
Investment-fund research reviewed 2026-10-06. Publicly identified funds, dates, amounts and fundraising status are below. Undisclosed commitments remain unknown; this is not a complete register of private SPVs or parallel entities.
Fund size and investment stages
| Vehicle or measure | Evidence and conclusion |
| --- | --- |
| AI Fund / Fund I, vintage 2019 | Official LP page names it, without size. CB Insights lists “StratMinds VC Fund 2019” at **US$0.6M**, closing date **2020-12-28**, but no visible status or underlying filing. Fundraising Fox instead calls this **US$600K raised**, attributing it to SEC filings. Treat as a historical reported amount, **not a confirmed final close or current fund size**. [CB Insights](https://www.cbinsights.com/investor/stratminds-vc ), [Fundraising Fox](https://fundraisingfox.com/investors/stratminds ), undated, accessed 2026-10-06. |
| Two new funds, 2023 fundraising | Reporting published **2023-05-12** says fundraising for two new STRATMINDS funds for **US$100M** was underway. This is a fundraising **target**, apparently across two vehicles; allocation between vehicles is unspecified, and a successful close was not verified. [InVenture](https://inventure.com.ua/en/news/ukraine/former-whatsapp-employee-and-petcube-investor-anton-borzov-launches-a-dollar100-million-venture-fund ). |
| M1 Fund, vintage 2022 | Official LP page describes applied AI at seed; no amount disclosed. |
| Andra AI Strategy, vintage 2023 | Official LP page describes later-stage AI exposure; amount and legal relationship to Andra Capital require confirmation. |
| NC Fund, “Current” | Latest-known named vehicle on official LP page, aimed at next-generation computing and UX; no numbered vintage, amount, target or close announcement found. |
| Current average check | **Approximately US$1M**, official founder page; this is a check size, not committed capital. |
| AUM | No verified firm AUM found. The portfolio's **US$2B+ AUM** belongs to portfolio company Allocations, not StratMinds. |
Official vehicle information: [For LPs](https://stratminds.vc/for-lps ), undated, accessed 2026-10-06. The founder page explicitly supports **seed–Series A**, with reserves for pro-rata/follow-ons: [For Founders](https://stratminds.vc/for-founders ), undated, accessed 2026-10-06. The [thesis page](https://stratminds.vc/thesis ) expands stages to seed–Series A **or growth depending on fund**. Historical 2023 reporting describes pre-seed–Series A and US$250K–US$500K checks, sometimes US$1M; it should not override present official guidance. Searches for newer fund announcements found named current vehicles but no reliable current committed-capital amount. Do not promote the third-party “$100M-plus fund” claim at https://hub.waveup.com/funds/stratminds-vc into a verified close.
Funds recorded in Adex after this review:
| Fund | Disclosed amount | Announcement / filing date |
| --- | --- | --- |
| M1 Fund | Undisclosed / unverified | Unknown |
| NC Fund | Undisclosed / unverified | Unknown |
| AI Fund | Undisclosed / unverified | 2019 | SHOW MORE
team@apexlogos.ai · 18 hours ago
Match research 2026-10-06 / StratMinds / sha256:91a22f6c3641493c118b1bf40364d15d5372f541ed54469d8b636d642071a3f5 / part 2 of 2
Imported completed research. Baseline Adex/Signal statements describe prior state, not independent verification. Retain cited attribution, date, currency and classification caveats.
| **CareX AI** | Portfolio describes camera-derived physiological biomarkers; medical sensing, potentially deep tech, but independently substantiated product and exact investee identity require review. | Portfolio-only investment evidence; round/date unknown. Not verified neurotechnology. |
The deep-tech judgments above are research classifications based on technical differentiation, not an Adex classification change. Ordinary applied AI/SaaS holdings such as FuelFinance, MaintainX and advertising tools are not automatically counted as deep tech.
## Previous neurotech investments
**No verified neurotech investment found in the sources checked.** The review covered the Adex holdings, official portfolio, official thesis, NFX profile and targeted searches for StratMinds with neurotech, brain and neuromorphic terms. The firm's thesis mentions neuromorphic computing, but no named neuromorphic investment was verified. Brain-inspired computing and generic neural-network AI do not establish a direct brain interface, neural sensing or neuromodulation investment. CareX's physiological camera sensing is adjacent health technology, not verified neural sensing. GritWell appears in the firm's older [story page](https://stratminds.vc/story ) portfolio list (undated, accessed 2026-10-06), but a mental-health-related name alone does not establish neurotechnology. Partner angel investments before this firm were not attributed to StratMinds.
## Conflicts, missing data and review notes
1. Preserve exact ID `StratMinds`. Public styling includes STRΛTMINDS and StratMinds VC; do not merge unrelated Stratminds events or Swedish businesses.
2. Fund-size evidence separates a small historical reported amount, a **2023 US$100M fundraising target**, and newer unnamed-size vehicles. Current fund size, aggregate AUM, final closes and NC vintage are missing. Retrieve exact EDGAR Form D records for **CIK 1793066**, then obtain firm confirmation; [SEC Info's filing index](https://www.secinfo.com/%24/SEC/Registrant.asp?CIK=1793066 ) reports filings on 2019-11-18 and 2020-12-29, which conflicts by one day with the CB Insights closing date.
3. Official LP page places Groq among AI Fund exits, while official portfolio assigns Groq to **Andra AI**. This internal vehicle discrepancy needs clarification before updating investment ownership. The existing Adex direct firm attribution is broader than current website vehicle labels.
4. Avoid copying website claims about exit values, performance, revenues or patents without separate verification. They were unnecessary to the investment thesis assessment and were not independently established here.
5. NFX's current affiliation is inconsistent; its personal range should not populate firm check bounds. Official average check of approximately US$1M is supported, but minimum/maximum remain missing.
6. Owl's official round lead is State Farm Ventures. An autogenerated secondary page labels StratMinds lead; official evidence should prevail. Do not invent allocation amounts from modeled secondary estimates.
7. Follow up company-side evidence for Sonatus, Spacer, CareX, Martian and Mirai and legal ownership for Andra AI. Verify historical rounds before converting undated portfolio entries into transaction records.
All source links above were checked or inspected through browser results on **2026-10-06**. Official site pages were browser-readable, although a separate direct HTTP request to the LP page returned 403; NFX public content was readable but its investment details required login. No Adex update is authorized by this document. SHOW MORE
team@apexlogos.ai · 18 hours ago
Match research 2026-10-06 / StratMinds / sha256:91a22f6c3641493c118b1bf40364d15d5372f541ed54469d8b636d642071a3f5 / part 1 of 2
Imported completed research. Baseline Adex/Signal statements describe prior state, not independent verification. Retain cited attribution, date, currency and classification caveats.
# StratMinds
- **Exact Adex ID:** `StratMinds`
- **Canonical Adex URL:** https://adex.page/firms/StratMinds
- **Research date / sources accessed:** 2026-10-06
- **Status:** Completed research handoff; research only, no Adex mutations.
StratMinds is a San Francisco venture and advisory firm focused on applied AI. Its official strategy supports seed–Series A and separate growth exposure. Verified technology investments include thermal perception and MEMS manufacturing; other firm-claimed holdings include vehicle software and construction robotics. Public fund amounts need substantial qualification. No verified direct neurotech investment was identified.
## Adex and NFX Signal starting evidence
The existing exact-ID record was read through the parent's read-only Adex MCP Search (`Org`, term `StratMinds`, label `Match`), retrieved **2026-10-06 19:28:52 UTC** from `http://localhost:3000/mcp` . Snapshot: `data/research/_sources/StratMinds.adex.json`. It describes a firm founded in 2018, investing in applied AI at seed and Series A; lists Richard Jhang as Partner; and has no fund size or check-size values. Its 25 investment entries cite https://stratminds.vc/portfolio , researched 2026-09-14, with unknown dates, rounds and participation amounts. The entries include Groq, Anthropic, Mirai Labs, Martian, MaintainX, Competera, Zeely, ControlRooms, FuelFinance, New Generation, Portal AI, HIGGSFIELD, Pickford, ShapesXR, Playful, Superapp, Plot Party, Sonatus, Owl AI, Omnitron Sensors, CareX AI, Spacer Robotics, Swan Bitcoin, Palate Project and Allocations. These records were treated as leads rather than corroboration.
No NFX URL was present in the baseline. Searching NFX Signal found [Richard Jhang's profile](https://signal.nfx.com/investors/richard-jhang ), which was **directly read** (undated, accessed 2026-10-06). It links stratminds.vc and lists StratMinds CEO/general partner in experience, but also calls him an Andra partner and gives a conflicting current position at a Stealth Company. His individual profile reports **US$50K–US$1M**, sweet spot **US$250K**, and pre-seed/seed rankings across AI, robotics, space and automotive. These are individual-profile claims, not verified firm check sizes or fund size. The investment record and introductions are sign-in restricted. Official founder guidance below is preferable for current firm strategy.
## Fund size and investment stages
| Vehicle or measure | Evidence and conclusion |
| --- | --- |
| AI Fund / Fund I, vintage 2019 | Official LP page names it, without size. CB Insights lists “StratMinds VC Fund 2019” at **US$0.6M**, closing date **2020-12-28**, but no visible status or underlying filing. Fundraising Fox instead calls this **US$600K raised**, attributing it to SEC filings. Treat as a historical reported amount, **not a confirmed final close or current fund size**. [CB Insights](https://www.cbinsights.com/investor/stratminds-vc ), [Fundraising Fox](https://fundraisingfox.com/investors/stratminds ), undated, accessed 2026-10-06. |
| Two new funds, 2023 fundraising | Reporting published **2023-05-12** says fundraising for two new STRATMINDS funds for **US$100M** was underway. This is a fundraising **target**, apparently across two vehicles; allocation between vehicles is unspecified, and a successful close was not verified. [InVenture](https://inventure.com.ua/en/news/ukraine/former-whatsapp-employee-and-petcube-investor-anton-borzov-launches-a-dollar100-million-venture-fund ). |
| M1 Fund, vintage 2022 | Official LP page describes applied AI at seed; no amount disclosed. |
| Andra AI Strategy, vintage 2023 | Official LP page describes later-stage AI exposure; amount and legal relationship to Andra Capital require confirmation. |
| NC Fund, “Current” | Latest-known named vehicle on official LP page, aimed at next-generation computing and UX; no numbered vintage, amount, target or close announcement found. |
| Current average check | **Approximately US$1M**, official founder page; this is a check size, not committed capital. |
| AUM | No verified firm AUM found. The portfolio's **US$2B+ AUM** belongs to portfolio company Allocations, not StratMinds. |
Official vehicle information: [For LPs](https://stratminds.vc/for-lps ), undated, accessed 2026-10-06. The founder page explicitly supports **seed–Series A**, with reserves for pro-rata/follow-ons: [For Founders](https://stratminds.vc/for-founders ), undated, accessed 2026-10-06. The [thesis page](https://stratminds.vc/thesis ) expands stages to seed–Series A **or growth depending on fund**. Historical 2023 reporting describes pre-seed–Series A and US$250K–US$500K checks, sometimes US$1M; it should not override present official guidance. Searches for newer fund announcements found named current vehicles but no reliable current committed-capital amount. Do not promote the third-party “$100M-plus fund” claim at https://hub.waveup.com/funds/stratminds-vc into a verified close.
## Previous deep-tech investments
The official [portfolio](https://stratminds.vc/portfolio ) (undated, accessed 2026-10-06) assigns **Owl AI, Omnitron Sensors, Sonatus and CareX AI** to AI Fund; **Spacer Robotics, Martian and Mirai Labs** to NC Fund; **Groq and Anthropic** to Andra AI. Those vehicle assignments are firm claims. Except where specified below, the firm's investment date, round and check are unknown.
| Company | Technology and investment evidence | Round/date limitations |
| --- | --- | --- |
| **Owl AI / Owl Autonomous Imaging** | Patented monocular 3D thermal imaging and ranging for automotive safety. Official company funding announcement verifies technology and funding; industry association Upstate Capital explicitly names Stratminds VC among 2022 investors. | **US$15M Series A, 2022-01-25**, led by **State Farm Ventures**, per [company release](https://www.owlai.us/about-owl-ai/news/press-releases/press-release-owl-secures-15m-series-a/ ). [Upstate Capital's 2022 nominations](https://upstatecapital.org/2022-annual-awards-deal-nominations/ ) attributes Stratminds participation; publication day unspecified. Firm check unknown. |
| **Omnitron Sensors** | MEMS fabrication IP and step-scanning mirrors for optical switching, LiDAR and XR. Portfolio attribution is also supported by [CB Insights investor listing](https://www.cbinsights.com/company/omnitron-sensors/financials ), undated. [Official release](https://www.omnitronsensors.com/news/omnitron-sensors-secures-13m-series-a-funding-fueling-next-generation-of-mems-sensors ) verifies the technology. | Company announced **US$13M+ Series A on 2025-01-30** (page posted 2025-02-16), led by Corriente Advisors with L'ATTITUDE Ventures. Release does **not** name StratMinds, so do not assign it to this round. [Evertiq reporting, 2025-01-30](https://evertiq.com/design/57171 ) corroborates manufacturing/funding. |
| **Sonatus** | Embedded/cloud software-defined vehicle architecture; technology substantiated by [official Series A announcement](https://www.sonatus.com/company/press-release/sonatus-announces-series-a-financing/ ). Firm attribution comes from its portfolio. | Company **US$35M Series A, 2021-07-21**, led by Translink. The official announcement's named investors omit StratMinds; a secondary [Employbl listing](https://www.employbl.com/companies/Sonatus ) associates it with that round, but exact-round attribution remains uncertain. |
| **Spacer Robotics** | Autonomous construction robot for rebar tying; physical robotics is a reasonable deep-tech classification. [Official company website](https://www.spacerrobotics.ai/ ) verifies GRID, computer vision and navigation and says the company is rebranding to **Arn Autonomy** (undated, accessed 2026-10-06). | StratMinds portfolio claim; no company announcement naming the firm or firm-specific round verified. |
| **Martian; Mirai Labs** | Advanced model routing/interpretability and local inference research respectively. [Martian official website](https://withmartian.com/ ) verifies interpretability research (undated, accessed 2026-10-06). Mirai technology remains portfolio-described. | Portfolio claims only for firm participation. [TechCrunch, 2023-11-15](https://techcrunch.com/2023/11/15/martians-tool-automatically-switches-between-llms-to-reduce-costs/ ) reports US$9M raised; named investors omit StratMinds. |
| **Groq; Anthropic** | Custom inference silicon and frontier foundation-model research respectively. | Portfolio labels both **Andra AI**. They are affiliated-strategy exposure requiring legal attribution review, not unqualified StratMinds direct fund investments. Dates and checks unknown. | SHOW MORE
team@apexlogos.ai · 23 days ago
team@apexlogos.ai · 23 days ago
MATCH 
Anthropic
ShapesXR
HIGGSFIELD
Martian
Groq