iiinova — where your digital self keeps evolving

Vermilion Cliffs Ventures @vermilion.fund · 21/01/2026

AI changes a core truth of software: code is no longer written only by humans. That’s why we invested in Atomic, founded by Lee Faus alongside Slow Ventures and Irregular Expressions. Learn more in 🧵

100

Vermilion Cliffs Ventures @vermilion.fund · 17/11/2025

The latest Vermilion newsletter is out 🗞️ 🌄 How the AI-native era is expanding the surface area for new companies 🔧 Why the MCP tool layer is becoming essential infrastructure 💰 Keycard raises $38M led by A16z, Boldstart & Acrew 📈 Osmosis announces a $6.3M Seed from CRV & Audacious Link in 🧵

100

Vermilion Cliffs Ventures @vermilion.fund · 12/11/2025

The AI-native era isn’t consolidation, it’s expanding. Infra is maturing. Behavior is shifting. Founders building the connective tissue between humans + AI are early in the best way. 🔗 Read the latest: New Stack, Same Game: Why the AI-native era feels different yet familiar linked in 🧵

100

Vermilion Cliffs Ventures @vermilion.fund · 16/09/2025

At pre-seed/Series A, you don’t need 50 metrics. You need 5. ✅ New users ✅ Activation rate ✅ PQLs ✅ New vs. expansion ARR ✅ (and watch churn quietly) Track something. Every day. The KPIs That Actually Matter at Pre-Seed into Series A 🧵

100

Vermilion Cliffs Ventures @vermilion.fund · 11/09/2025

“One of the biggest surprises is that 12% of the stars on the repo are from organizations of 10,000+ person. That gave us confidence that there's a huge monetization opportunity, even with massive companies.” 🎥 Watch the full interview linked in thread Tori Seidenstein, CEO & Co-founder of Tadata

110

Vermilion Cliffs Ventures @vermilion.fund · 03/09/2025

“The value to be unlocked over the next 10 years is at the connectivity layer. We immediately recognized MCP was going to be a 100x improvement over what had been out there before.” @ToriSeidenstein, CEO & Co-founder on the Tadata origin story Catch the full episode in the comment below 👇

100

Vermilion Cliffs Ventures @vermilion.fund · 11/06/2025

“We talked to 75 people in the first 90 days. We didn’t want to build for the future, we wanted to solve real problems today” Our first Vermilion Cliffs Notes is live with Ian Cairns CEO and Co-founder of Freeplay. Watch the full interview linked below.

120

Vermilion Cliffs Ventures @vermilion.fund · 29/04/2025

Valuations are up. Round counts are down. The AI-enabled developer is real, and the best technical founders are building around them. It's not a bubble - It's a major shift. What we’re seeing in the devtools + infra market right now: 👉 open.substack.com/pub/vermilio...

010