8-Bit Capital Research
Investment Thesis
8-Bit Capital invests in startups that connect people and businesses in new ways, with a focus on leveraging the power of networks and distributed systems. Founded by experienced entrepreneurs and investors including Jonathan Abrams, the fund takes a strategic approach to identifying companies that use software tools and platforms to create network effects.
Sector Focus
8-Bit Capital has a diversified focus across multiple high-growth sectors: AI (emphasis on agentic AI and AI tooling), cloud infrastructure, cybersecurity, enterprise software, fintech, and social. The fund shows particularly strong conviction in AI-powered enterprise tools and security infrastructure, reflecting the current market evolution toward AI-driven operations.
Investment Strategy
Focusing exclusively on early-stage software startups, 8-Bit Capital invests in companies at the seed and pre-seed stages. The fund emphasizes founders who understand network effects and have the ability to scale rapidly. Recent investments demonstrate a strong interest in AI agents for business operations, which aligns with broader industry trends.
Portfolio Composition
8-Bit Capital has made 39 investments across a wide range of software categories. Portfolio companies span multiple verticals including:
AI & Intelligence: Superpanel (legal intake automation), Range (AI wealth advisor), AI sales and insurance tools, AI revenue platforms
Infrastructure & Security: Barndoor AI (agentic AI control plane), Impart Security (AI security), Authzed (authorization), real-time cloud visibility tools, runtime application protection
Enterprise Operations: Agree.com (signatures and payments), global payroll APIs, intelligent revenue closing, healthcare AI back-office
Developer Tools: Code-first B2B SaaS integration, test observability, open messaging protocol
Recent Activity
The fund remains actively investing, with recent investments including Superpanel (September 2025) for legal AI automation. Multiple portfolio companies have achieved acquisition milestones, including exits to major tech companies (Datadog, Ramp, Dropbox, Workday), indicating strong exit potential and investor returns.
Fund Details
First fund closed at $40 million. The fund is co-founded by Jonathan Abrams (also founder of Something Ventured podcast and jabrams.com advisory platform). Kent Lindstrom, the investor profiled here, is deeply involved with Something Ventured, a respected podcast about venture capital and entrepreneurship that has been named one of Fortune's Best Business Podcasts. This suggests strong networking and industry visibility.
Team & Network
The fund benefits from experienced operators with deep Silicon Valley networks. The Something Ventured podcast presence indicates strong thought leadership and ability to attract quality deal flow through the venture community.
Check Size & Stage
Based on portfolio analysis, check sizes appear to range from $500K to several million in follow-on rounds, with early investments likely in the $250K-$1M range typical of seed-stage investors.