Investment Thesis
“Backs founders building category-defining companies across consumer, enterprise, fintech, and climate sectors.”
Portfolio Companies (4)
Cameo
Platform connecting fans with celebrities and influencers for personalized video messages.
Loom
Loom makes asynchronous video messaging software for screen and camera recording at work. Atlassian agreed to acquire it for about $975 million in October 2023 and completed the deal that November.
Overtime
Overtime is a sports media company geared towards Generation Z sports fans. The company distributes original sports content on social media outlets, including Facebook, Snapchat, and YouTube and sells apparel with its logos and branding.
Whatnot
Whatnot is a livestream shopping marketplace where sellers auction trading cards, collectibles and other goods on video. It is private and was valued at $11.5B in a $225M Series F in late 2025.
Other Investments (1)
Portfolio Analysis
Defy.vc has built a portfolio of 5 companies across 3 sectors, including Consumer, Marketplace, SaaS. Of these investments, 1 has achieved successful exits through acquisitions or IPOs, demonstrating the firm's track record of backing companies to meaningful outcomes.
The portfolio reflects investments across the Series C, Series D+ stages, showing Defy.vc's approach to supporting companies at multiple points in their growth journey.
Frequently Asked Questions
How many companies has Defy.vc invested in?
Defy.vc has invested in 5+ companies across 3 different sectors. Of these, 1 has achieved successful exits through acquisitions or IPOs.
What sectors does Defy.vc invest in?
Defy.vc's portfolio spans Consumer, Marketplace, SaaS. This diversification reflects the firm's broad investment thesis and sector expertise.
What stages does Defy.vc invest at?
Defy.vc invests across the Series C, Series D+ stages. Their portfolio includes companies at various points in their growth journey.
How many exits has Defy.vc had?
Defy.vc has had 1 portfolio company achieve exits through acquisitions or IPOs. This track record of exits demonstrates the firm's ability to identify and support companies through successful outcomes.