Moth Fund — Full Portfolio

This is the personal website of Alex Gajewski, a cofounder of Pantograph, an independent research lab building general-purpose robots; it shares his background and essays on robotics, compute markets, and deep learning.

AI & Machine LearningDeep TechRobotics

Alex Gajewski(Cofounder, Pantograph)

PartnerMMMolly Mielke· solo GP

AlterEgo builds a non-invasive, wearable neural interface that uses "Silent Sense" technology to let users communicate with AI through silent, intentional speech without typing, tapping, or speaking aloud.

AI & Machine LearningDeep TechHardware

PartnerMMMolly Mielke· solo GP

Armstrong develops general-purpose robots designed for kitchen environments, beginning with dishwashing applications.

RoboticsSan Francisco, US

AHAxel Hansen(Founder)inJonah Varon(Founder)in

PartnerMMMolly Mielke· solo GP

Co-investorsADAdvance Venture PartnersBLBloomberg BetaFEFenway Summer VenturesLELerer HippeauNENext Play Ventures

PartnerMMMolly Mielke· solo GP

Co-investorsANAndreessen Horowitz

daydream provides organic search and AI visibility services, combining a defined methodology with AI agents and dedicated experts.

AI & Machine LearningMarketing TechSaaSSan Francisco, US

SRShravan Rajinikanth(Founder)in

PartnerMMMolly Mielke· solo GP

Co-investorsBABasis Set VenturesFIFirst Round CapitalHUHustle FundPIPicks and Shovels (Picks & Shovels)SOSoma CapitalSOSouth Quad+1 more

Era is building an AI-native personal finance platform that consolidates a user's accounts, balances, transactions, and insights into a single view with automated actions.

AI & Machine LearningConsumerFintechSan Francisco, US

JLJasper Lau(Founder)inLindsay B(Founder)Alex Norcliffe(Founder)Lindsay Brady(Founder)

PartnerMMMolly Mielke· solo GP

Co-investorsDEDesigner FundMAMaC Venture CapitalPRProtagonistCLClocktower VenturesFUFusionFUFusion VC+1 more

Personal website and blog of Evan Conrad, featuring essays on software, product positioning, business, mental health, and philosophy.

Mt Tam, US

PartnerMMMolly Mielke· solo GP

PartnerMMMolly Mielke· solo GP

Hivemind is a social AI that conducts one-on-one conversations with many people simultaneously to aggregate what people collectively think about a given topic.

AI & Machine LearningConsumerSocialSan Francisco, US

PartnerMMMolly Mielke· solo GP

Co-investorsFIFirst Round Capital

General Control is developing programmable, multiplexed epigenetic editing therapies designed to control the expression of several genes at once.

BiotechDeep TechLongevity

LNLada Nuzhna(CEO & Founder)in

PartnerMMMolly Mielke· solo GP

Co-investorsAGage1ANAngel Collective Opportunity FundGOGoAhead VenturesSTStreamlined Ventures

Hubble offers a platform for testing live web applications and websites with real users, capturing video feedback, screen recordings, and behavioral insights to inform product decisions.

AI & Machine LearningDeveloper ToolsFuture of WorkMarketing TechSaaS

KJKevin Jurovich(Founder)in

PartnerMMMolly Mielke· solo GP

Co-investorsRPRpm Ventures Iii Management, L.L.C.SESeraph GroupY Y Combinator

Infinite Machine designs and sells electric personal mobility vehicles (branded as "non-cars"), with a showroom in New York City offering test rides.

ConsumerHardwareMobility & TransportationLong Island City, US

JCJoseph Cohen(Founder)inEddie Cohen(Founder)Joe Milstein(Founder)

PartnerMMMolly Mielke· solo GP

Co-investorsANAndreessen HorowitzANAngel Collective Opportunity FundCOCorrelation VenturesNENecessary Ventures

PartnerMMMolly Mielke· solo GP

Julius is an AI platform that enables users to build models, create websites, and generate content across multiple formats including Excel, videos, and images.

AI & Machine LearningEnterprise SoftwareSaaSSan Francisco, US

RSRahul Sonwalkar(Founder)in

PartnerMMMolly Mielke· solo GP

Co-investorsHAHawk Hill VenturesHOHorizonKAKarman VenturesPIPioneerSNSnowflake VenturesY Y Combinator+14 more

Kino is a collaborative video editing platform that enables real-time editing with AI-assisted content assembly and search capabilities.

AI & Machine LearningEnterprise SoftwareFuture of WorkMedia & EntertainmentSaaSSan Francisco, US

LILuke Igel(Founder)in

PartnerMMMolly Mielke· solo GP

Co-investorsY Y Combinator

Kraum sells cosmetic brushes including specialty micro brushes handmade in Japan for precision makeup application.

ConsumerDirect to Consumer

PartnerMMMolly Mielke· solo GP

PartnerMMMolly Mielke· solo GP

PartnerMMMolly Mielke· solo GP

PartnerMMMolly Mielke· solo GP

Co-investorsPEPebblebed

Magic Circle is a venture-backed mobile game studio building cooperative, social games designed to help people bond and express themselves through play.

ConsumerGamingSocial

PartnerMMMolly Mielke· solo GP

Co-investorsGEGeneral Catalyst

Masava is a platform for wine and spirits distributors that manages orders, inventory, pricing, and payments in one system of record.

Enterprise SoftwareLogistics & Supply ChainSaaS

Ajay Rai(Founder)in

PartnerMMMolly Mielke· solo GP

Co-investorsPIPicks and Shovels (Picks & Shovels)RERecall Capital

MoldCo is a healthcare technology platform that connects patients with mold-trained providers to diagnose and treat mold illness through virtual care, specialized protocols, and home testing available across the United States.

Digital HealthHealthtech

Ariana Thacker(Founder)

PartnerMMMolly Mielke· solo GP

Co-investorsANAngel Collective Opportunity FundCACantos VenturesCOCollaborative FundHAHarpoon VenturesSTStarship VenturesCOConscience VC+1 more

New Computer built Dot, an AI personal companion app designed to understand and assist individual users.

AI & Machine LearningConsumer

SamJason

PartnerMMMolly Mielke· solo GP

Co-investorsSCScript Capital

Nuha makes Teddy, a plush companion toy with an embedded conversational AI that listens, talks, and remembers interactions over time.

AI & Machine LearningConsumerHardware

PartnerMMMolly Mielke· solo GP

Co-investorsDUDubai Future District FundGOGoodwater CapitalRERebel Fund

Patina Systems builds Angles, an AI-powered photos app for consumers that offers natural-language photo search, similar-content browsing, and auto-updating albums, with an on-device ML stack for speed and privacy.

AI & Machine LearningConsumerNew York, US

Tyler Angertin

PartnerMMMolly Mielke· solo GP

Co-investorsAIAir Street CapitalHAHaystackUNUncommon Projects Capital Management

Pomp is a retail platform for estheticians, med spas, and aesthetic professionals to offer clients home skincare through a branded storefront with no inventory, providing access to 55+ professional skincare brands, custom routine building, backbar ordering, loyalty rewards, and commission-based income.

E-commerceSaaSWellness & FitnessDenver, US

SEShannon Erley(Founder & CEO)inNCNicole Cox(Co-Founder & COO)inGabriella Cambanis(Director)

BoardPatrick Gill(Director)

PartnerMMMolly Mielke· solo GP

Co-investorsFIFirstMile VenturesKIKickstartSEService Provider Capital

Raindrop provides observability and monitoring for AI agents, capturing traces of production runs including messages, tool calls, retries, and errors.

AI & Machine LearningDeveloper ToolsEnterprise SoftwareSaaSSan Francisco, US

ZKZubin Koticha(Founder)inAGAlexis Gauba(Founder)inBHBen Hylak(Founder)inZubin Singh Koticha(Founder)

PartnerMMMolly Mielke· solo GP

Co-investorsLILightspeed Venture PartnersPIPioneerSCScribble VenturesWIWintermuteY Y CombinatorFLFlare Capital Partners

Rectangle provides a single API that unifies shipment data — including tracking, shipment, and customs data — across a company's transportation network.

Data & InfrastructureDeveloper ToolsLogistics & Supply ChainSaaSChicago, US

Matthew Salafski(Executive Officer, Director)Matt Salefski(Co-founder & CEO)inMarvin Kennis(Founder)in

PartnerMMMolly Mielke· solo GP

Co-investorsFJFJ LabsILIllinois VenturesIRIron PrairieOPOperator StackAIAiSprouts VCAUAutotech Ventures+2 more

Resonate is an open-source (Apache 2.0) implementation of the Distributed Async Await / durable execution protocol, letting developers write ordinary async functions that run reliably with retries, timeouts, and crash recovery handled automatically.

Cloud ComputingData & InfrastructureDeveloper Tools

PartnerMMMolly Mielke· solo GP

Co-investorsPEPebblebedGRGreycroft PartnersINInovia Capital

Retainit lets users test what they retained from educational YouTube videos by picking a creator (such as 3Blue1Brown, fern, or Veritasium) and playing quizzes tied to that content.

ConsumerCreator EconomyEdTech

PartnerMMMolly Mielke· solo GP

Rime builds ultra-realistic voice AI models trained on a proprietary in-studio dataset of spontaneous, multilingual conversational speech, designed for enterprise communication use cases.

AI & Machine LearningDeep TechEnterprise SoftwareSaaSSan Francisco, US

LCLily Clifford(Founder)inBrooke Larson(Founder)inArif Alotaibi(Founder)Mohammed Almarshidi(Founder)

BoardAres Geovanos(Founder)JVJohn Vrionis(Director)in

PartnerMMMolly Mielke· solo GP

Co-investorsUNUnusual VenturesALAlumni VenturesCOCorazon CapitalCACadenzaM1M13M1M13 Ventures+2 more

PartnerMMMolly Mielke· solo GP

Science Corporation develops brain-computer interface and neural engineering technology to restore vision, cognition, and mobility to patients with debilitating conditions.

AI & Machine LearningBiotechDeep TechDigital HealthMedical DevicesAlameda, US

MHMax Hodak(Founder)inAlan Mardinly(Founder)

PartnerMMMolly Mielke· solo GP

Co-investors88885 CapitalAGage1ARArtis VenturesAVAvalanche VCBEBeyond CapitalCOConversion Capital+15 more

Sequoia Capital is a venture capital firm that invests in and partners with startup founders, publishing content such as podcasts, articles, and videos on company building and technology trends.

Sector Agnostic

PartnerMMMolly Mielke· solo GP

Co-investorsBUButterfly VenturesCACalm/Storm VCDIDigerati InvestmentsLELeonis CapitalPHPhaze VenturesXYXYZ Venture Capital

SF Compute builds data centers and GPU clusters and operates a cloud on top, offering VMs, bare metal, and managed Slurm to teams needing compute for AI workloads.

AI & Machine LearningB2B MarketplacesCloud ComputingSan Francisco, US

ECEvan Conrad(Founder)inEAEthan Anderson(Founder)inEMEric Menees(Founder)inAGAlex Gajewski(Founder)EPEric Park(Founder)in

PartnerMMMolly Mielke· solo GP

Co-investorsALAlphaLab CapitalANAngel Collective Opportunity FundCACaladanDEDeep AcreELElectric CapitalPRPredictive VC+6 more

Steinmetz designs and manufactures high-voltage motor controllers and traction inverters for electric vehicles, industrial automation, and robotics.

Advanced ManufacturingDeep TechHardwareMobility & TransportationSan Francisco, US

OBOwen Brake(Founder)inECEthan Childerhose(Founder)in

PartnerMMMolly Mielke· solo GP

Co-investorsVOVocal VenturesY Y Combinator46468 CapitalFOFounder CapitalFOFour CitiesLYLynett Capital Partners+2 more

Superset is an AI-powered gym and fitness management platform that handles bookings, scheduling, workout and wellness programming, payments, and client management, with AI coaching, engagement monitoring, and wearable integrations.

AI & Machine LearningSaaSSports Tech

PartnerMMMolly Mielke· solo GP

Temelio is a grants management and intelligence platform for foundations, universities, and other grantmakers, covering the full process from applications and approvals to a grantee CRM and impact reporting.

Enterprise SoftwareImpact & Social GoodSaaSNew York, US

MKMaya Kuppermann(Executive Officer, Director)inRPRuthwick Pathireddy(Executive Officer, Director)in

BoardRRRyan Russell(Director)in

PartnerMMMolly Mielke· solo GP

Co-investorsAVAvenue Growth Partners

Patina Systems builds "spontaneous software" — everyday tools that users can customize and share on demand.

ConsumerDeveloper ToolsSaaS

Tyler Angert(Founder & CEO)in

PartnerMMMolly Mielke· solo GP

Adam Menges(Founder)Colin Dunn(Founder)Zach Stiggelbout(Founder)

PartnerMMMolly Mielke· solo GP

Co-investorsBOBoxGroupSESequoia CapitalBEBedrockDEDesigner Fund

Winden provides business banking for companies, including a Visa credit card with 2% cash back, virtual cards, business accounts, invoicing, and payments.

AI & Machine LearningFintechSaaSLos Angeles, US

DSDaniel Sathyanesan(Founder)in

PartnerMMMolly Mielke· solo GP

Co-investorsACAccelBEBetter Tomorrow VenturesPRProtagonistRARamp