Defy
SlowingFiled to raiseWoodside, CALast fund filed 2021
1 on a current fund
last 24 months
across filed funds
| Vehicle | Filed | Target | Sold to date | Investors |
|---|---|---|---|---|
| Defy N | December 2021 | $5.3M | $5.3M | 3 |
| Defy Partners GOALS IFiled to raise in 2021, with no closing reported yet. | 2021 | $100M | $0 | 0 |
| Defy Partners IIIFiled to raise in 2021, with no closing reported yet. | 2021 | $300M | $0 | 0 |
| Defy Partners II | March 2019 | $262M | $262M | 49 |
| DEFY Partners I | May 2017 | $151M | $151M | 36 |
Amounts are Item 13 as filed: the target is the whole offering, and the amount sold is cumulative across amendments rather than a final close. The filing carries no per-investor amount, so a firm’s own cheque is not recoverable here.
2 partners are named across this firm’s filings, 1 of them on a fund it is deploying now.
| Partner | Activity | Categories | Board seats | Last 24mo |
|---|---|---|---|---|
| Neil Sequeira | Slowing | Education, Food & agriculture, Media & creator tools | 11 | 1 |
| Trae VassalloNot on the current fund | Quiet | Mobility & transportation | 1 | 0 |
Activity is filed board seats in the last 24 months: 4+ Active, 2–3 Selective, 1 Slowing, none Quiet. A firm's tier totals its partners, so an active firm may be four partners with one seat each. It undercounts partners who invest without taking a board seat, and filings lag a closing by weeks, so Quiet means the paperwork is quiet, not the person.
Classified sectors of Defy’s own portfolio companies, based on 6 with a verified or cited source.
Not a filing value: this is Lev’s own classification of each company, one company one vote regardless of how many of Defy’s partners are named on its board, shown only when we found a specific, checkable source. Companies with no source read as unclassified and are left out of the shares above.
| Firm | Shared boards | Companies |
|---|---|---|
| A-star | 1 | NatureBox |
| A* | 1 | NatureBox |
| Alpha Edison | 1 | DIGITAL ENTERTAINMENT Corp OF AMERICA |
| Canvas Ventures | 1 | Owl Cameras |
| Dimension Capital | 1 | Hatfield |
| Obvious Ventures | 1 | Hatfield |
| Tribe Capital | 1 | COZY SERVICES |
| Venture Core | 1 | HONORLOCK |
A shared board seat: a company where filings name a Defy partner and a partner at the other firm, both with a clean identity match. Not a claim either firm led or co-led the round, only that both are named on the same board.