🦊/Investors

Vermilion Cliffs Ventures

Venture capitalActively deploying

New York · Pre-Seed–Seed · 2 people tracked

Find your way into Vermilion Cliffs Ventures

356 people in our graph share verified history with the Vermilion Cliffs Ventures team — schools, employers, funds. One of them is your warm intro.

Trevor Oelschigunlockedknows Ashley Smith · together at Buildkite (overlapped)
×6knows the team · via Facebook
×2knows the team · via Twilio, Inc.
×3knows the team · via GitLab
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Investment thesis

Vermilion Cliffs Ventures invests early in technical founders who are rebuilding the development stack for the agent era. Operator-founded and led by investors with hands-on go-to-market and product-led growth experience at leading developer companies, the fund backs early-stage, category-defining products in AI infrastructure, security, and developer tools. Beyond capital, Vermilion offers practical, founder-first support to help builders scale from the earliest days of their business.

Source: firm website, verified Aug 3, 2026.

Stage
Pre-Seed–Seed
Check
$200K – $500K
HQ
New York, Utah, US
Instruments
Equity
Founded
2023
AUM
$25M
Tracked investments
31
Acquisitions
1

Team · 2 people

from the firm's website

What they invest in

from 27 of 31 portfolio companies

AI & Machine Learning ×21Developer Tools ×21Enterprise Software ×11SaaS ×10Data & Infrastructure ×6Cloud Computing ×4Cybersecurity ×3Deep Tech ×3

HQs:United States×13Germany×1

Who they back

founder profiles across 16 portfolio companies
19%
solo founders
3 of 16 mapped founding teams
48%
repeat founders
of 27 founders with career history

Founding team size:solo founder×32 founders×73 founders×34+ founders×3

Where their founders studiedfrom 26 founders with education data

The Wharton School ×3Carnegie Mellon University ×2Columbia University ×2Illinois Institute of Technology ×2Northwestern University - Kellogg School of Management ×2Tel Aviv University ×2University of Pennsylvania ×2University of Southern California ×2

What their founders studiedfrom 25 founders with field-of-study data

Computer Science ×13Engineering ×6Business & Management ×2Mathematics & Statistics ×2Physics ×2

Where their founders worked beforefrom 27 founders with career history

Carnegie Mellon University ×4Amplitude ×2Apple ×2Facebook ×2LavaLab ×2Neo ×2Nike ×2Reforge ×2

Accelerator rootsportfolio companies that came through a program

Y Combinator ×5

1 founders hold a PhD · 4 hold an MBA (of 29 with degree data)

Investments · 31 tracked

founders shown can be your intro path

By year:2025 · 52024 · 12023 · 28 dated

AI Memory Enginecognee.aiin𝕏

Cognee provides a memory layer API for AI agents that enables fast ingestion, retrieval, and persistent storage of agent execution history.

AI & Machine LearningData & InfrastructureDeveloper ToolsBerlin, DE

Vasilije Markovic(CEO & Founder)

PartnerAshley Smith· solo GP

Co-investors42CAPPebblebed

Argillaargilla.ioin𝕏Oct 2023

Argilla develops open-source, data-centric software for building and improving AI and NLP models, with a focus on human feedback and data quality.

AI & Machine LearningData & InfrastructureDeveloper ToolsCarpesa, Valencia

Francisco de Asis Aranda Montes(Executive Officer, Director)Daniel Vila Suero(Executive Officer, Director, Promoter)inDaniel Vila(CEO)inPaco Aranda(CTO)inJames Alcorn(Director)inPaco Nathan(Director)

PartnerAshley Smith· solo GP

Co-investorsAbstraction CapitalCriteria Venture TechEniac VenturesSAV (Scale Asia Ventures)Zetta Venture Partners

Atomicatomic.devin

Atomic is a distributed, agent-native alternative to Git that manages source code at the primitive level, adding semantic call graphs, code search, intents, attestations, and provenance through a single CLI.

AI & Machine LearningDeveloper ToolsSaaS

Lee Faus(CEO & Founder)in

PartnerAshley Smith· solo GP

Co-investorsMadrona Venture GroupSlow Ventures

Bazbaz.co

Boston, US

Guy Eisenkot(Founder)

PartnerAshley Smith· solo GP

Co-investorsDisruptive AIFusion VCAFG Partners

by Simpro Groupdelightapp.io

PartnerAshley Smith· solo GP

Catiocatio.techin𝕏Nov 2023

Catio (Archie AI) provides an "Architecture IDE" that turns business goals and constraints into system-aligned architecture decisions, plans, and execution-ready specs, grounded in a team's live system.

AI & Machine LearningDeveloper ToolsEnterprise SoftwarePalo Alto, US

Boris Bogatin(Co-Founder & CEO)inToufic Boubez(Co-Founder and CTO)inVictor Kazakov(Co-founding Lead Engineer (Founding Engineer))inIman Makaremi(Co-founding Lead of AI)inAmit Saurav(Co-founding Lead Engineer)in

BoardRaju Rishi(Director)in

PartnerAshley Smith· solo GP

Co-investorsEniac VenturesLudlow VenturesPender VenturesRRE VenturesRTP GlobalSilicon Badia

Clarify AIclarify.aiin𝕏Jan 2025

Clarify builds a modern CRM platform that consolidates customer data from multiple sources, automates workflows, and provides insights to drive business growth.

AI & Machine LearningEnterprise SoftwareSaaSSales TechDover, US

Patrick Thompson(Co-Founder / CEO)inOndrej Hrebicek(Co-Founder / CTO)inAustin Hay(Executive Officer, Director)inPranav Priyush(CEO)

BoardMatt Garratt(Director)inZachary Bratun-Glennon(Director)in

PartnerAshley Smith· solo GP

Co-investorsAscend Venture CapitalFikaGradient VenturesInvariantes FundMadrona Venture GroupRecall Capital+5 more

Colimitcolimit.aiin𝕏Aug 2025

Colimit offers a coding agent for formal spec-driven development, guiding users to write formal specifications without prior experience, check specs for logical bugs, and generate code by combining compilers with LLMs.

AI & Machine LearningDeep TechDeveloper ToolsBrooklyn, US

Larry Wayne Diehl, Jr.(Executive Officer, Director)

BoardJesse Robbins(Director)in

PartnerAshley Smith· solo GP

Co-investorsHeavybit

Confidentconfident.securityMar 2025

Confident Security provides a privacy-focused inference API and SDK for running AI models on confidential data, using confidential computing and an architecture based on the source-available OpenPCC (modeled on Apple's Private Cloud Compute).

AI & Machine LearningCybersecurityEnterprise Software

Jonathan Mortensen, PhD(Founder)in

Co-investorsEx/AnteJanuary CapitalLiquid VenturesRebel FundY Combinator

Confident AIconfident-ai.comin𝕏Mar 2025

Confident AI is a platform for evaluating, monitoring, and governing AI systems in production.

AI & Machine LearningDeveloper ToolsEnterprise SoftwareSan Francisco, US

Jeffrey Ip(CEO & Cofounder)inKritin Vongthongsri(Co-Founder)in

PartnerAshley Smith· solo GP

Co-investorsY CombinatorJanuary CapitalLiquid VenturesRebel Fund

Erscersc.ioin

East River Source Control builds source control and code management tooling focused on code review and tracking how a codebase evolves, positioning source control as infrastructure for developers.

Developer ToolsSaaS

PartnerAshley Smith· solo GP

Fiveonefourfiveonefour.comMay 2025

Fiveonefour builds tooling focused on agent experience (AX), helping developers ship software that AI agents can use effectively.

AI & Machine LearningDeveloper ToolsSaaSPortland, US

Timote Gelinas Delisle(Executive Officer, Director, Promoter)Chris Crane(Founder)inNicolas Joseph(Founder)in

BoardNan Li(Director)in

PartnerAshley Smith· solo GP

Co-investorsFlybridge Capital Partners6 Dimensions CapitalDimension CapitalRidge VenturesStage 2 Capital

Formalstackformalstack.com

Formal Technology is building a new computing stack aimed at elastic, isolated, and globally available serverless execution, using formal verification and compilers.

Cloud ComputingDeep TechDeveloper Tools

PartnerAshley Smith· solo GP

Freeplay Led Seedfreeplay.aiin𝕏

Freeplay provides a platform for software product development teams to build and maintain generative AI products using best practices in experimentation, iteration, and data management.

AI & Machine LearningDeveloper ToolsEnterprise Software

PartnerAshley Smith· solo GP

Co-investorsNext Frontier CapitalPreston-Werner VenturesRenegade Partners

GenSXgensx.comin𝕏

GenSX is a TypeScript framework and serverless platform for building AI agents and workflows using plain functions, with built-in infrastructure, observability, and tracing.

AI & Machine LearningCloud ComputingDeveloper Tools

PartnerAshley Smith· solo GP

Co-investorsAmplify Partners

Gulpgulp.ai

Osmosis is a reinforcement fine-tuning platform that provides reinforcement learning infrastructure to help developers build and deploy AI agents that improve from experience.

AI & Machine LearningData & InfrastructureDeveloper ToolsEnterprise Software

Kasey ZhanginAndy Baiqing Lin

PartnerAshley Smith· solo GP

Co-investorsMatteo Franceschetti

Hyperhyper.video

Hyper provides AI-generated meeting summaries that turn long discussions into concise recaps highlighting key decisions and open questions, including AI transcription of calls.

AI & Machine LearningFuture of WorkSaaS

PartnerAshley Smith· solo GP

Co-investorsEniac VenturesVSC VenturesGreatPoint VenturesK5 GlobalRipple VenturesTusk Venture Partners

Keycardkeycard.shin𝕏

Keycard provides identity and access control for AI agents, enforcing policies on agent tool and API access while issuing short-lived, task-scoped credentials.

AI & Machine LearningCybersecurityDeveloper Tools

PartnerAshley Smith· solo GP

Co-investorsModern TechnicalTapestry VCAcrew CapitalAndreessen Horowitzboldstart venturesEssence Venture Capital

Lemmauselemma.aiin𝕏

Lemma provides production monitoring and observability for AI agents, surfacing failures, aggregating issues, and enabling quick resolution through integrated alerts and context-sharing tools.

AI & Machine LearningDeveloper ToolsEnterprise SoftwareSan Francisco, US

Jerry Zhang(Founder)inCole Gawin(Founder)in

PartnerAshley Smith· solo GP

Co-investorsY CombinatorGreycroftHomebrewIndex Ventures

Mach9mach9.aiinJul 2024

Mach9 builds automated feature-extraction software for transportation, telecom, and construction industries, enabling rapid extraction and mapping of large-scale infrastructure projects.

AI & Machine LearningConstruction TechData & InfrastructureDeveloper ToolsEnterprise SoftwareSan Francisco, US

Alexander Baikovitz(Founder)inHaowen Shi(Founder)inMichael Mong(Cofounder)Zachary Sussman(Cofounder)in

PartnerAshley Smith· solo GP

Co-investorsY CombinatorQuiet Capital

N0n0.computer

Number Zero is an open R&D organization building software for efficient distributed systems, including iroh, a toolkit for building distributed applications.

Data & InfrastructureDeep TechDeveloper ToolsBrooklyn, US

Brendan O'Brien(Executive Officer, Director, Promoter)

PartnerAshley Smith· solo GP

Co-investorsEx/Ante

Radiant Opsradiantops.com

PartnerAshley Smith· solo GP

Co-investorsVela PartnersEssence Venture Capital

Red Barn Roboticsredbarnrobotics.comin𝕏

Red Barn Robotics develops autonomous weeding robots for farms to eliminate intra-row weeds without human intervention, reducing labor costs and protecting soil health.

Advanced ManufacturingAgTechHardwareRoboticsSeattle, US

Adam Iseman(Founder)inIlya Kelner(Founder)inAlex Neff(Founder)in

PartnerAshley Smith· solo GP

Co-investorsRegion CuatroY Combinator

Sequinsequinstream.com

Sequin is an open-source Postgres change data capture tool, distributed as a Docker container, that streams database changes in real time to destinations like Kafka, Redis, SQS, GCP Pub/Sub, Elasticsearch, and webhooks with exactly-once processing and strict ordering.

Cloud ComputingData & InfrastructureDeveloper Tools

PartnerAshley Smith· solo GP

Co-investorsParadigm

Starisstaris.techin𝕏

Staris provides automated penetration testing and vulnerability validation for security consultants and partners, delivering proof-of-exploit findings with PR-ready patches rather than unverified scanner output.

AI & Machine LearningCybersecurityDeveloper ToolsEnterprise SoftwareSaaSSeattle, US

Adam Cecchetti(CEO / Co-founder)inAustin Fath(CTO / Co-founder)inJohn Austin Talanda Fath(Executive Officer, Director)Daniel Herrera(CISO)Steve Curtis(Chief Revenue Officer (CRO), Advisor)in

BoardMaria Palma(Director)in

PartnerAshley Smith· solo GP

StarSlingstarsling.devin𝕏

StarSling builds AI-native continuous integration for GitHub Actions, providing fast runners and agents that analyze workflows, logs, and telemetry to automatically open pull requests optimizing CI pipelines.

AI & Machine LearningDeveloper ToolsEnterprise SoftwareSaaSSan Francisco, US

Yonas Beshawred(Co-founder & CEO)inDaniel Worku(Co-founder & CTO)in

PartnerAshley Smith· solo GP

Co-investorsY CombinatorOutset CapitalTranspose Platform Management

Sutrosutro.xyz

Sutro provides a backend infrastructure platform that enables developers to define and deploy production-grade backends through a domain-specific language called SLang.

Cloud ComputingDeveloper Tools

PartnerAshley Smith· solo GP

Tadatatadata.comin

Tadata is an AI agent platform that integrates into Slack to automate research and repetitive work by connecting to business tools like CRM, marketing, and ops systems.

AI & Machine LearningEnterprise SoftwareSaaS

Tori Seidenstein(Founder)in

PartnerAshley Smith· solo GP

Co-investorsGreatPoint VenturesRackhouse Venture Management Lp

TawkitAIcopilotkit.aiin𝕏

CopilotKit provides an open-source framework and protocol (AG-UI) for developers to build and embed AI agents with rich, interactive user interfaces directly into applications, including web, Slack, and Teams.

AI & Machine LearningDeveloper ToolsSaaSIssaquah, US

Atai Barkai(CEO)inUli Barkai(Founder)in

PartnerAshley Smith· solo GP

Co-investors97212 VenturesAbstraction CapitalDeep Acrefresh.fundGlilot Capital PartnersGurtin Ventures+2 more

Tilliontillion.aiin𝕏

Tillion offers an AI tool that answers questions across large sets of documents, providing responses linked to their source material.

AI & Machine LearningFintechLegalTechSaaS

Lior Romano(Founder)inBarak Naveh(Founder)in

PartnerAshley Smith· solo GP

Co-investorsKindred CapitalUpWestSelah Ventures

Other

Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.

<UNKNOWN>

Exits · 1

1 acquisitions

<UNKNOWN>acq. by Hugging Face

Portfolio news

latest coverage across their companies

Frequently asked questions

How many investments has Vermilion Cliffs Ventures made?
Vermilion Cliffs Ventures has 31 tracked investments, 1 of which have exited, including 5 dated in the last 24 months.
What stage does Vermilion Cliffs Ventures invest at?
Vermilion Cliffs Ventures invests at the Pre-Seed, Seed stages.
What is Vermilion Cliffs Ventures's typical check size?
Vermilion Cliffs Ventures typically writes checks of $200K – $500K.
What sectors does Vermilion Cliffs Ventures focus on?
Vermilion Cliffs Ventures focuses on AI & Machine Learning, Cybersecurity, Data & Infrastructure, Developer Tools.
Where is Vermilion Cliffs Ventures located?
Vermilion Cliffs Ventures is headquartered in New York, US.
Who does Vermilion Cliffs Ventures co-invest with?
Vermilion Cliffs Ventures most often shares deals with Y Combinator, Abstraction Capital, Eniac Ventures, among 38 tracked co-investors.

Media · Podcasts & interviews

featuring the team

#29 Ashley Smith, GP & Founder, Vermilion Cliffs Ventures

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