Key Takeaways
- • Collide Capital closed an oversubscribed $95 million Fund II, bringing total AUM to $170 million and demonstrating successful institutional scaling from early-stage proof-of-concept to institutional-grade venture firm.
- • The firm has achieved top-quartile TVPI across Fund Zero and Fund I, with a portfolio of 75+ companies and 5 verified exits, validating performance metrics that attracted institutional LP capital.
- • Fund II LPs include prominent institutional investors: Insight Partners, General Catalyst, Bain Capital, Citi, Amazon, Alphabet, and Bank of America, signaling strong institutional conviction in the firm's thesis and execution.
- • Collide invests $1–$3 million checks across fintech, supply chain, and future-of-work sectors from pre-seed through Series A, with a differentiated model providing portfolio companies direct access to Fortune 500 procurement teams, cloud compute credits, and institutional financing connections.
- • More than 80% of the portfolio is led by Black, Latine, or female founders, and the firm maintains active sourcing through university partnerships (Harvard, Johns Hopkins, Stanford) with 50+ campus program participants feeding into deal flow.
Summary
Collide Capital, a Brooklyn-based early-stage venture firm, closed an oversubscribed $95 million Fund II, marking a significant milestone in its transition from emerging fund to institutional-scale investor. The close brings the firm's total assets under management to $170 million, according to a statement from co-founder Brian Hollins. Founded in 2021 by Hollins and Aaron Samuels, both veterans of operating roles within fintech, supply chain, and enterprise software sectors, Collide has built its investment thesis around deep ecosystem access rather than traditional venture sourcing.
The firm's ability to secure institutional capital reflects measurable performance across earlier funds. Collide maintains top-quartile Total Value to Paid-In capital (TVPI) across its exploratory Fund Zero and Fund I, with a portfolio of 75+ companies and 5 completed exits. This track record of returns in the early-stage venture space—where failure rates remain high—provided LP conviction for Fund II's raise. The institutional LP base includes Insight Partners, General Catalyst, Bain Capital, Citi, Amazon, Alphabet, and Bank of America, indicating strong alignment from both traditional venture investors and strategic corporate investors with operating exposure to the firm's target sectors.
Collide's investment strategy centers on three core verticals: fintech, supply chain, and future-of-work enterprise software. The firm writes checks between $1 million and $3 million from pre-seed through Series A stages. Its competitive advantage lies in providing portfolio companies with direct access to procurement and revenue teams at Fortune 500 companies, compute credits from cloud providers including Amazon, Microsoft, Alphabet, and Anthropic, and introductions to institutional lenders. This infrastructure-based approach compresses the typical timeline from product development to enterprise revenue generation—a critical advantage for early-stage companies closing first customer contracts.
Diversity remains central to Collide's sourcing thesis: more than 80% of the portfolio is led by Black, Latine, or female founders. Fund II has already deployed capital into Art Lab, Jelou, Ocho, Prefix, and Sytrex. The firm complements institutional fundraising with a structured campus program across Harvard, Johns Hopkins, Stanford, and peer institutions, generating sourcing channels and talent pipelines. More than 50 students have participated in this program to date, feeding both deal flow and hiring for portfolio companies.
The firm's ability to secure institutional capital reflects measurable performance across earlier funds. Collide maintains top-quartile Total Value to Paid-In capital (TVPI) across its exploratory Fund Zero and Fund I, with a portfolio of 75+ companies and 5 completed exits. This track record of returns in the early-stage venture space—where failure rates remain high—provided LP conviction for Fund II's raise. The institutional LP base includes Insight Partners, General Catalyst, Bain Capital, Citi, Amazon, Alphabet, and Bank of America, indicating strong alignment from both traditional venture investors and strategic corporate investors with operating exposure to the firm's target sectors.
Collide's investment strategy centers on three core verticals: fintech, supply chain, and future-of-work enterprise software. The firm writes checks between $1 million and $3 million from pre-seed through Series A stages. Its competitive advantage lies in providing portfolio companies with direct access to procurement and revenue teams at Fortune 500 companies, compute credits from cloud providers including Amazon, Microsoft, Alphabet, and Anthropic, and introductions to institutional lenders. This infrastructure-based approach compresses the typical timeline from product development to enterprise revenue generation—a critical advantage for early-stage companies closing first customer contracts.
Diversity remains central to Collide's sourcing thesis: more than 80% of the portfolio is led by Black, Latine, or female founders. Fund II has already deployed capital into Art Lab, Jelou, Ocho, Prefix, and Sytrex. The firm complements institutional fundraising with a structured campus program across Harvard, Johns Hopkins, Stanford, and peer institutions, generating sourcing channels and talent pipelines. More than 50 students have participated in this program to date, feeding both deal flow and hiring for portfolio companies.
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