---
type: company
title: Threshold Ventures
tags:
  - vc
  - early-stage
  - ai-focus
---

# Threshold Ventures

Early-stage venture capital fund based in San Francisco. Invests primarily at seed and
Series A stages. Current fund size is approximately $200M.

## Focus Areas

- AI/ML infrastructure and applications
- Developer tools and platforms
- Cloud infrastructure and DevOps
- Data engineering and analytics

## Key Partners

- Marcus Reid — GP. Former Stripe engineer. Leads AI/ML investments.
- Elena Torres — GP. Focuses on developer tools and infrastructure.
- James Wu — GP. Covers data and analytics.

## Investment Style

Threshold is known for moving quickly on conviction-driven deals. Marcus Reid issued
the NovaMind term sheet 3 days after Demo Day. The fund prefers technical founders with
deep domain expertise and a clear vertical wedge. Typical check size is $2-5M at seed,
$5-15M at Series A.

## Notable Portfolio Companies

- NovaMind (AI agents, YC W25) — $4M seed, Marcus Reid led
- Several other AI infrastructure and developer tools companies

---

## Timeline

### 2025-03-18 — NovaMind Term Sheet

Marcus Reid issued a seed term sheet to NovaMind: $4M at $20M post-money. Fast
turnaround after W25 Demo Day. Marcus cited the 94% task completion rate and the
strength of the Sarah Chen and Priya Patel founding team as key factors.

### 2025-03-28 — NovaMind Seed Closed

NovaMind seed round officially closed. Marcus takes board seat. This is Threshold's
first investment from their current fund in the AI agents category.