A
Antonio Salazar Cardozo
CTO
All funds
crypto
crypto
Analyst signals
Portfolio activity and matriculation
Metrics use all recorded activity through 21 Jul 2026 across secondary, strategic. Later-round outcomes are capped at the period end.
0%companies with a later round · 0/2
Not availablemedian round-size step-up · n=0
Not availablemedian valuation step-up · n=0
50%recorded-solo rate · 1 solo / 1 syndicated
Finance · 1 companies
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
B
Brian Mahoney
Co-founder of Mezo
M
Matt Luongo
CEO
V
Victoria Chan
COO
Portfolio
Investments
Full financing histories for portfolio companies. Highlighted rounds are those where Thesis is recorded as an investor.
Lolli
Finance
Lolli is a free browser extension and mobile app that lets users earn cash-back or bitcoin rewards (up to 30%) when shopping at 25,000+ partner online stores, including Amazon. Partner stores pay Lolli a commission on completed purchases, which Lolli shares with users as rewards deposited into their Lolli wallet. Its typical users are everyday online shoppers looking to earn rewards in cash or bitcoin.
Mezo
Mezo is a Bitcoin Economic Layer that allows users to access applications and yield on their idle Bitcoin. It is designed to be a permissionless layer that leverages users' locked Bitcoin to secure the network.