Haystack portfolio

Haystack has 32 portfolio companies on record at Recent Funding, with 6 investments in the last 12 months.

Website: haystack.vc.

X: @haystackvc.

Type: Venture capital.

Portfolio on Recent Funding: 32.

Deals, last 12 months: 6.

Rounds led: 1 of 25.

Capital in their rounds: $970.9M.

Latest deal: Onyx Bio · Oct 8, 2026.

About this page

It is a venture capital firm based in San Francisco, US, founded in 2013. It led 1 of the 25 rounds it joined. Its most recent investment on record is Onyx Bio's Seed round in October 2026, alongside Refactor, Robot Ventures, Dimension and 1 other. By category, its portfolio leans toward Health and bio (6) and Sales and marketing (5). It has co-invested with Lightspeed, Lux Capital and Root Ventures, most often Lightspeed (5 rounds).

About Haystack

Firm type: Venture capital.

Headquarters: San Francisco, US.

Founded: 2013.

Stages: Pre-Seed, Seed, Series A.

Sectors: AI & Machine Learning, Enterprise Software, SaaS, Sector Agnostic.

Check size: $1M to $3M.

Leads rounds: Yes.

Portfolio companies: 25.

Exits: 5.

Rounds led: 7.

Funds raised

Fund	Fund #	Size	Announced
HHaystack Ventures SF	VIII	$85M	Apr 26, 2026 semilshah.com
HHaystack Ventures Bay Area	VII	$75M	Sep 10, 2023 semilshah.com
HHaystack Ventures Bay Area	V	$50M	Feb 2, 2020 twitter.com
HHaystack Bay Area	IV	$23Mvia Shai Goldman's fund list	Jan 31, 2018

What Haystack invests in

Health and bio · 6 · 19%
Sales and marketing · 5 · 16%
Commerce and retail · 5 · 16%
Legal and compliance · 4 · 13%
Data and analytics · 4 · 13%
Education · 4 · 13%
Media and content · 4 · 13%
Consumer and social · 3 · 9%

Haystack recent investments

Company	Round	Date	Alongside
OOnyx Bio	Seed	Oct 8, 2026	Refactor, Robot Ventures, Dimension (lead) +1
PPolyphron	Seed · $20M	Sep 17, 2026	Gradient Ventures (lead), Compound, Quiet Capital (lead)
SSynthefy	Seed · $6.5M	Aug 18, 2026	Lightscape Ventures, Wing VC, Samsung Next
GGravity	Series A	Aug 6, 2026	Committed Capital, Caffeinated Capital, Basis Set Ventures +1
MMoxie	Series B+ · $25M	Mar 10, 2026	Lachy Groom, Viewpoint Ventures (lead), SignalFire
FFeroot Security	Series A · $14M	Nov 19, 2025	YC Continuity, Preface Ventures (lead), True Ventures (lead) +1
NNorm AI	Seed · $11.1M	Jan 23, 2024	M13, Coatue (lead), Barry McCardel +5
RRedpanda	Series B+ · $100M	Jun 27, 2023	Lightspeed (lead), GV

How Haystack invests

Stage	Deals	Capital in rounds
Series B+	9 36%	$842M
Seed	9 36%	$48.7M
Series A	7 28%	$80.2M

Year	Deals	Capital in rounds
2015	2 8%	$5.1M
2016	1 4%	$2M
2017	2 8%	$8M
2018	1 4%	undisclosed
2019	2 8%	$50.2M
2020	3 12%	$148M
2021	3 12%	$101M
2022	3 12%	$480M
2023	1 4%	$100M
2024	1 4%	$11.1M
2025	1 4%	$14M
2026	5 20%	$51.5M

Haystack portfolio companies

OOnyx BioSeed · Oct 2026
PPolyphron$20MSeed · Sep 2026
SSynthefy$6.5MSeed · Aug 2026
GGravitySeries A · Aug 2026
MMoxie$25MSeries B+ · Mar 2026
FFeroot Security$14MSeries A · Nov 2025
NNorm AI$11.1MSeed · Jan 2024
RRedpanda$100MSeries B+ · Jun 2023
MMultiverse$220MSeries B+ · Jun 2022
IIronclad$150MSeries B+ · Feb 2022
EEnvoy$110MSeries B+ · Jan 2022
NnTopology$65MSeries B+ · Nov 2021
SStarday$4MSeed · Aug 2021
FFiddler AI$32MSeries B+ · Jun 2021
EEsper$8MSeries A · Feb 2020
AApplied Intuition$40MSeries A · Sep 2019
DDownstreamSeed · Aug 2018
WWorkRamp$2MSeed · Nov 2016
HHivemapper$2.9MSeed · Nov 2015
WWonolo$2.2MSeed · May 2015
BBirches Healthbacker
NNominalbacker
AAvecbacker
RRutterbacker
OOboebacker
HHausbacker
AalphaXivbacker
PPangrambacker
QQuadrant Healthbacker
OOpenWrenchbacker
GGyftbacker
BBurnerbacker

Company	Round with Haystack	Total raised	Latest raise
OOnyx Bio Health and bio	Oct 8, 2026 Seed	undisclosed	Oct 8, 2026 Seed
PPolyphron Manufacturing and industrial	Sep 17, 2026 Seed · $20M	$20M	Sep 17, 2026 Seed
SSynthefy	Aug 18, 2026 Seed · $6.5M	$6.5M	Aug 18, 2026 Seed
GGravity Consumer and social	Aug 6, 2026 Series A	undisclosed	Aug 6, 2026 Series A
MMoxie Sales and marketing	Mar 10, 2026 Series B+ · $25M	$40.7M	Mar 10, 2026 Series B+
FFeroot Security Legal and compliance	Nov 19, 2025 Series A · $14M	$25M	Nov 19, 2025 Series A
NNorm AI AI agents	Jan 23, 2024 Seed · $11.1M	$256.1M	Jul 7, 2026 Series B+
RRedpanda AI coding and devtools	Jun 27, 2023 Series B+ · $100M	$100M	Nov 17, 2025 Series B+
MMultiverse HR and recruiting	Jun 9, 2022 Series B+ · $220M	$290M	May 15, 2026 Series B+
IIronclad Sales and marketing	Feb 18, 2022 Series B+ · $150M	$331M	Feb 18, 2022 Series B+
EEnvoy Health and bio	Jan 11, 2022 Series B+ · $110M	$171M	Jan 11, 2022 Series B+
NnTopology Manufacturing and industrial	Nov 18, 2021 Series B+ · $65M	$125M	Nov 18, 2021 Series B+
SStarday Commerce and retail	Aug 17, 2021 Seed · $4M	$15M	Apr 8, 2025 Series A
FFiddler AI Data and analytics	Jun 17, 2021 Series B+ · $32M	$72.2M	Jan 27, 2026 Series B+
EEsper Fintech	Feb 1, 2020 Series A · $8M	$72M	Oct 1, 2021 Series B+
AApplied Intuition Robotics and hardware	Sep 12, 2019 Series A · $40M	$940M	Apr 9, 2026 Series B+
DDownstream Sales and marketing	Aug 7, 2018 Seed · lead	$8M	Nov 3, 2025 Series A
WWorkRamp Education	Nov 1, 2016 Seed · $2M	$50M	Jan 16, 2023 Series A
HHivemapper Data and analytics	Nov 5, 2015 Seed · $2.9M	$52.9M	Oct 6, 2025 round
WWonolo HR and recruiting	May 15, 2015 Seed · $2.2M	$185.2M	Oct 19, 2021 Series B+
BBirches Health Insurance	backer · source	$20M	Sep 16, 2025 Series A
NNominal Robotics and hardware	backer · source	$395M	Nov 9, 2026 Series B+
AAvec Sales and marketing	backer · source	$8.4M	Apr 8, 2026 Seed
RRutter Fintech	backer · source	$27M	Mar 15, 2022 Series A
OOboe	backer · source	$20M	Dec 10, 2025 Series A
HHaus Sales and marketing	backer · source	$20M	Jul 30, 2024 round
AalphaXiv Education	backer · source	$7M	Nov 19, 2025 Seed
PPangram Media and content	backer	$9M	Aug 3, 2026 round
QQuadrant Health AI agents	backer	undisclosed	—
OOpenWrench Commerce and retail	backer	undisclosed	—
GGyft Stablecoins	backer	undisclosed	—
BBurner	backer	undisclosed	—

Most frequent co-investors

Similar investors

Investors whose portfolios on Recent Funding center on the same category (Health and bio).

How this is counted

Firm profile: Fundraising Fox Open Dataset v2026-11, CC BY 4.0. Track-record counts are theirs, not Recent Funding's.

Venture funds Haystack raised, from the list of new VC funds compiled by Shai Goldman (Brex). Each size links to the article that states it, or to that list where no article was found. All new funds: new VC funds.

Share is of the 25 rounds on Recent Funding that name Haystack. Rounds with no announced date are left out of the year split, and "round" is a round whose stage is not on file.

Portfolio companies are the companies on Recent Funding with a round that lists Haystack, which is a subset of its real portfolio. API: /api/v1/investors/haystack (get a free API key). More: the most active VC firms and new venture capital funds.