Fund II size
$30M
Recent deals
3
All AI — last 12 mo
Crown jewel
$100M
Hidden Level raise
Recent portfolio activity
Led $12M Series A
Mesh Security
Cybersecurity mesh platform
Jan 2026
6 major auto OEMs
Apera AI
4D vision for industrial robots
Jul 2025
$16M round
Stack AI
No-code AI agents for enterprise
May 2025
Investment themes — ranked
1
Agentic AI / Enterprise AI
Stack AI, Mesh Security, David's whole thesis
2
Cybersecurity
Mesh Security, Hidden Level, SentinelOne co-investments
3
Defense tech
Hidden Level ($100M), Lt. Gen. podcast, national security
4
Robotics / deep tech
Apera AI
5
Ultralight bootstrapped startups
David's explicit thesis — AI-enabled solo founders
David Hornik's AI thesis — key quotes
Every problem previously solved with software can now be solved with agentic AI
AI makes everything cheaper to build EXCEPT marketing
If you can achieve your goals without VC, more power to you
You are the archetype he described — solo founder, AI tools, underserved vertical
Who might be on the call
DH
David Hornik
GP — The heavyweight
20 yrs August Capital. Stanford + Harvard. "Giver VC" (Adam Grant). Hates surface-level. Art collector. 25/28 term sheets accepted.
Strategy: Don't pitch — have a conversation. He wants to know how you think.
EC
Eric Carlborg
GP — Finance operator
Former head Tech IB at Merrill Lynch. Multiple CFO stints. Fintech, SaaS, commerce. Chicago guy.
Strategy: Lead with business model and unit economics.
CW
Collin Wallace
GP — Most technical
GA Tech engineer, Stanford MBA. Founded FanGo (→ GrubHub). Ran Techstars SV. Teaches Stanford Startup Garage. "Perishable knowledge" thesis.
Strategy: Show the technical depth. He's the builder.
B
Buddy
Your bridge
Already likes you. He's the internal champion connecting you to the rest of the team.
Strategy: Let him do the bridging. Stay authentic.
Monday — the line that lands hardest
"I built it because I needed it in the field and it didn't exist."
Domain-founder fit in one sentence. Don't oversell past that.
intentmesh.systems/lobby — live and verified