Skip to content
Replace Ventures

Agents are replacing how work gets done.

We think in the open. We invest in the companies making it happen. Humans keep the judgement and the taste, and stay human to human. That's the mission.

Read the thesisThe companies

Thesis

The work companies pay people to do is becoming software.

Hiring, support, operations, finance. The volume work that used to need a team now fits inside an instruction.

Read the thesis

  • 200to4

    A 200-person people-ops team becomes a four-person team plus an agent that handles onboarding, time off, and surveys.

  • 50to3

    A 50-person sales-ops org becomes a three-person team plus an agent that reads every call, scores every deal, and runs the pipeline.

  • The vision

    An environment where agents build the company for us, and humans keep the judgement and the taste.

Companies

What we build and invest in.

Some we build ourselves. Others we back as independent businesses with their own future.

Investing

We invest early in agent-native companies.

Founders replacing a category, not adding a feature to one. Early, hands-on, and patient: capital, the thesis, and a team that has shipped this kind of company before. Here is what we look for.

  1. I

    Agent-native from the first commit

    Agents are the operator, not the assistant. The product is designed around that from day one, not retrofitted later.

  2. II

    Category replacements

    One company per vertical, deep enough to replace the incumbent stack rather than ride on top of it.

  3. III

    Built to operate

    Judged by revenue and longevity, not markups. We back companies meant to run for a long time.

Pitch us

Writing

Where the thesis gets worked out.

All posts

Podcast · Coming soon

The podcast.

Conversations with the operators, founders, and builders rewiring their work around agents. The same point of view as the writing, out loud. Launching soon.