Investment Themes
The TAM Is All of Human Labor
Inside the real gold rush in AI: RL environments where models learn to work
Company Building
StackHawk Blueprints: Your APIs Are Under Attack. This CEO Designed the Solution Engineers Actually Want to Use.
Costanoa’s BuilderOps Blueprints help early-stage start-ups build successful foundations. Through this series, Costanoa's BuilderOps team interviews founders and start-up leaders, sharing their learnings to help others build their companies faster and better. Costanoa is an early-stage VC firm backing company builders across data, dev, and fintech.
Portfolio
The Path to Heterogeneous GPU Compute: Why We Invested in Spectral Compute
Portfolio
AI That Works for Therapists: How Marble Is Transforming Therapy for Kids
Why We Invested in Marble Health's Series A
Firm News
Why I’m Joining Costanoa: Backing Unconventional Founders with Equally Unconventional Support
Portfolio
Why We Invested in Pathwork: Reimagining Life Insurance Distribution with AI
Portfolio
Tensec Blueprints: Meet the Fintech CEO Driving a New Era of Fast, Efficient Cross-Border Payments
Portfolio
Investing in Empirical Security: Building the Intelligence Layer for Security
Must Reads
Backing the Future of Healthcare Banking in Latin America
Investment Themes
Fighting Healthcare Fraud with AI Arbitration Layers
Portfolio
SGNL Blueprints:
Once a Founder,
Always A Builder
Portfolio
Beneath the Surface:
Our Investment in Bedrock Ocean
Company Building
Zentist Blueprints: Prioritize Customer Feedback and Community by Launching a User Conference Early
Portfolio
Cape Blueprints: Your Cell Phone Is Not Remotely Secure. Meet the Startup Founder Who’s Fixing That (For Real)
Portfolio
Why We’re Doubling Down on Rerun: Visualizing the Future of Physical AI
Portfolio
Mindtrip Blueprints: Prioritize
Fresh perspectives,
diverse ideas.
At Costanoa, we believe the best guidance is hard-earned and shared humbly. Perspectives is where we reflect on what we’ve learned alongside founders — the inflection points, tough calls, and breakthroughs that define the path from idea to impact.