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Open Opportunity Fund

theopportunityfund.com

VCMatch tracks Open Opportunity Fund as an investor focused on AI/ML, Cloud Infrastructure, and Enterprise SaaS companies, Seed and Series A rounds, United States markets, and $10m to $100m check sizes. Upload your deck to compare your startup against the full private matching profile.

Check Size

$10m to $100m

Geography

United States

Investment Thesis

Open Opportunity Fund focuses on backing U.S.-founded technology companies that use cloud and AI to build the next generation of B2B software — specifically software that “powers how businesses run their infrastructure, manage their finances, and support their people.” They emphasize both sector focus (enterprise IT, fintech, health tech) and technology themes (cloud, AI) and have executed this thesis across a broad portfolio (75 companies). The firm pairs capital with operational support and community: they explicitly position themselves as providing “more than capital and connections,” offering founders access to a unique community and an approach they call VC2, and state their team “offers our founders support through all stages of their growth.”

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Investment Focus

Who should take a closer look

Open Opportunity Fund is most relevant for founders raising Seed, Series A, and Series B rounds in AI/ML, Cloud Infrastructure, Enterprise SaaS, and Fintech, especially across United States, with public check-size signals around $10m to $100m.

Focus statement

Invest in cloud- and AI-enabled, next-generation B2B software across enterprise IT, fintech, and health tech — backing U.S.-founded tech companies that transform infrastructure, finance, and people operations.

Value Add

  • Explicit technology-and-sector thesis: focuses on cloud + AI powering next-generation B2B software for infrastructure, finance, and people (quoted line: "Open Opportunity Fund invests in tech companies leveraging cloud and AI to build next-generation B2B software...")
  • VC2 community approach — positions itself as providing "more than capital and connections" and a "unique community" to founders
  • Operational value-add: dedicated Value Creation leadership (e.g., Nancy Torres, Senior Vice President of Value Creation) and team of "experienced investors, operators and innovators" to support founders through all stages
  • Track record and scale: invested in 75 tech companies including notable names (Brex, Cityblock Health, Eight Sleep, Finix, QuickNode, Subject, Vitable)
  • Institutional signal / LP backing: Opportunity Fund 1 was a $100 million fund with SoftBank as an anchor LP
  • Leadership continuity and growth: Fund 2 announced in 2023 led by Paul Judge and Marcelo Claure to continue executing the thesis

Stage And Sector Fit

Investment Team

6 Partners at Open Opportunity Fund

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