Analyst signals
Portfolio activity and matriculation
Metrics use all recorded activity through 21 Jul 2026 across pre seed, private, seed, unknown. Later-round outcomes are capped at the period end.
These are activity signals, not fund-return metrics. Round capital is the full disclosed financing amount, not this fund's check size. “Recorded solo” means only one investor is present in the source data and is a lead signal, not verified lead status; syndicated rounds are a co-investor or follower signal. IRR, TVPI, DPI, ownership, exits, and market beta cannot be calculated from the available records.
People
Team
Portfolio
Investments
Full financing histories for portfolio companies. Highlighted rounds are those where followtheseed is recorded as an investor.
Ajuna Network
Ajuna Network is a Polkadot parachain providing blockchain gaming infrastructure. It supports a community of builders, makers, and blockchain enthusiasts developing gaming-related tools and projects.
AVALON
AVALON is an AI- and player-powered shared-universe game where players can explore official and player-created worlds, build experiences, and retain their character progress and creations across the universe. It targets players, creators, modders, streamers, and world-builders.
DarleyGo
DarleyGo is an NFT horse racing game built on the Solana blockchain, combining horse racing gameplay with NFT technology and a native token economy.
Efficient Frontier
Efficient Frontier is a high-frequency trading firm offering liquidity provision, algorithmic trading, and market-making services for digital asset markets.
Haedal Protocol
Haedal is a prime liquid staking protocol natively built on Sui. It allows anyone to stake their SUI tokens to contribute to the governance and decentralization of the Sui blockchain. In the meantime, users will get haSUI as the liquid staking token in return so that they can continue to participate in various DeFi activities to earn additional income with their LST liquidity.
Hawksight
Stealth
Liquorice Labs Inc.
Liquorice Labs operates a unified layer for lending markets serving professional trading firms. It connects solvers, market makers, and liquidity providers, providing access to DeFi order flow, private market-maker quotes, and collateralized loans.
NFTFY
Empowering the Web3 Ecosystem with open-source solutions incorporating DeFi and NFT technologies.
ReSource Protocol
Stealth