Key Takeaways
- • Collide Capital closed a $95 million Fund II, an oversubscribed vehicle that brings the firm's total assets under management to over $170 million, following a 13-month fundraising period.
- • Fund II represents a 44% increase from Fund I's $66 million and will target early-stage investments of $1–$3 million in fintech, supply chain, and future-of-work companies, with a planned deployment window of 3.5 years.
- • The firm has achieved institutional-scale performance metrics, including a portfolio of 75+ companies, 5 portfolio exits to date, and top quartile Total Value to Paid-In capital (TVPI) performance across both Fund Zero and Fund I.
- • Limited partner base expanded to include new institutional commitments from JPMorgan, Goldman Sachs, Fairview Capital, and Accolade Partners, alongside re-commitments from existing LPs including the University of California Endowment.
- • Collide Capital operates Collide Campus, an educational initiative spanning 20+ universities including Harvard, Johns Hopkins, and Stanford, which has trained 50+ students in venture capital and entrepreneurship with alumni placements at tier-one VC firms and investment platforms.
Summary
The fund's performance metrics underscore Collide's track record in early-stage investing. With 75+ portfolio companies, 5 successful exits, and top quartile TVPI performance across both exploratory Fund Zero and Fund I, the firm has demonstrated the operational discipline and deal sourcing capability required to scale from a $1.3 million proof-of-concept vehicle (launched in 2019) to an institutional investor. According to Brian Hollins, Fund II enables the firm to "double down on our commitment to supporting relentless, tactical, generational founders building enterprise software" while leveraging ecosystem-building expertise to transition companies from early stage to growth.
Fund II will deploy capital through check sizes of $1–$3 million over approximately 3.5 years, targeting founders at the intersection of enterprise software, supply chain optimization, and workplace transformation. The firm's value proposition extends beyond capital provision: Collide provides portfolio companies with access to Fortune 500 procurement and revenue teams, cloud and compute credits, and lines of credit—a hands-on operational approach differentiated from traditional venture models.
The LP base reflects institutional adoption, with returning investors including the University of California Endowment joining new institutional commitments from JPMorgan, Goldman Sachs, Fairview Capital, and Accolade Partners. Aaron Samuels noted that Fund I "confirmed our belief that backing diverse founders at the intersection of fintech, supply chain, and future of work drives both meaningful returns and measurable impact." The firm recently expanded its geographic footprint by opening a San Francisco office to deepen founder engagement in the technology ecosystem.
Beyond direct investment, Collide Capital operates Collide Campus, an educational initiative serving 20+ universities including Harvard, Johns Hopkins, and Stanford. The program has trained over 50 undergraduate and MBA-level students in venture capital and entrepreneurship, with alumni securing roles at institutional platforms including General Catalyst, BEA Venture Fund, and Collide itself. This talent pipeline addresses both the firm's hiring needs and the broader venture capital industry's diversity and pipeline challenges.
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